Overview
The Rate Cards feature allows you to centrally manage pricing used across your jobs. Rate cards contain collections of cost and charge-out rates that can be selected during quote creation, helping you standardise pricing while still allowing flexibility per client or per quote.
What Are Rate Cards?
Rate cards are groups of rates for items and services that can be applied to field service jobs or project quotes.
They help you:
Keep pricing consistent
Reduce manual setup when quoting
Control default pricing across the platform
Override pricing when needed
Each rate typically includes:
Name / Description
Cost Rate (internal cost)
Charge-Out Rate (price to client)
Category / Type (if applicable)
Default Rate Card (Applies to All Clients)
The Default Rate Card is a system-wide setting that is automatically pre-selected on all new quotes.
This can be:
Overridden per client in Client Settings
Changed on individual quotes
Used as a starting point only
Set the Default Rate Card
Go to Settings → Rate Cards
Click on Add Rate Card
Locate DEFAULT RATE CARD (APPLIES TO ALL CLIENTS)
Select a rate card from the dropdown
Click Save Default For All Clients
Default Behaviour
New quotes automatically use the default rate card
Client-specific rate cards override the default
Users can still change the rate card on a quote
Existing client-specific rates remain available as Client Rates
Accessing Rate Cards
Navigate to Settings
Select Rate Cards
You will see a list of all rate cards and management actions.
Create a Rate Card
Go to Settings → Rate Cards
Click + Add Rate Card
Enter a name
Click Save
Edit a Rate Card
Find the rate card
Click the pencil (edit) icon
Update details
Click Save
Delete / Restore a Rate Card
Delete
Click the three dots
Confirm deletion
Rate cards are soft-deleted.
View / Restore Deleted
Enable Show Deleted
Deleted rate cards appear
Restore if required
Add Rates to a Rate Card
Find the rate card
Click + Add Rates
Enter rate details
Click Save
Repeat as needed
Import Rates (CSV)
Import multiple rates at once using CSV.
Go to Settings → Rate Cards
Click Import Rates
Upload CSV
Map columns (if prompted)
Review preview
Confirm import
Common CSV Columns
Rate Card Name
Item / Service Name
Cost Rate
Charge-Out Rate
Always check the import screen for required fields.
Search Rate Cards
Use the search field at the top of the page to quickly filter rate cards by name.
Bulk Actions
Select multiple rate cards and use Actions to:
Bulk delete
Bulk edit
Export to CSV
Rate Card Priority Order
If multiple rate cards exist:
Quote-level rate card
Client-specific rate card
Default rate card
Best Practices
Use clear naming (e.g. Standard Labour, Workshop Rates)
Create different rate cards for different service types or client groups
Review rates regularly
Use CSV import for large updates
Troubleshooting
Default rate card not appearing on quote
Confirm default is saved
Check client has no override
Ensure quote is a project quote
Rate card missing from dropdown
Ensure it isn’t deleted
Check permissions
Import errors
Check required columns
Ensure numeric fields contain numbers
Review error messages
Permissions
Access to Rate Cards is controlled by user roles. Contact your administrator if you cannot view or manage rate cards.
Related Features
Project Quotes
Client Settings
Quote Templates