Work-hour pricing hierarchy determines the hourly rate at which work hours are invoiced. 

Hourly rates can be selected for all your customers based on 3 variables: hourly rate/user, hourly rate/job type and hourly rate/professional title. 

You can even set the hourly rate at the account level or the project level for specific accounts or projects. The pricing of invoiced work hours follows a hierarchical structure, i.e. pricing rate set at the project level takes precedence over the pricing set at the account level.

Learn how to:

  • Set the default hourly rate for a user 
  • Set the user's hourly rate at the account level and project level
  • Set the default hourly rate per jobtype/professional title
  • Set the hourly rate for job types/professional titles at the account level and project level

Plans & Permissions:

  • Plans: Free CRM, SalesCRM, PM, ERP
  • Permissions: Accounts, Projects, User Management, Time Tracker, 


Setting an hourly rate for a user

You can set the hourly rate for a user from the User profile or specify the hourly rate for the user at the account level or project level.

Note! The pricing module follows a hierarchy structure. The user's hourly rate set at the project level takes precedence over the price set at the account level. If no hourly rate is set at the project or account level, the default pricing set for the user in the user profile will be applicable.

Setting the default hourly rate for a user 

  • Navigate to the user profile either from the sidebar or from the User Management section in the Settings
  • Click on the more options icon (...) to view the user profile
  • Scroll down to Employment Details
  • Update the User price per hour
  • NB! The User's internal hourly cost is different from the User price per hour. As opposed to the User's internal hourly cost, the user price per hour is the rate at which you will invoice the client if you choose to invoice by price per user. Filling in the User's internal hourly cost is important if you want to monitor the internal costs for hours. Basically, when the user tracks their hours, you can compare your internal costs for tracked hours versus the budgeted costs based on the external price if you invoice per-user rate. 

Setting an hourly rate for a user at the Account level

  • Navigate to the account
  • Click on Invoicing from the header
  • Scroll down to Define Account Specific Hourly Rate
  • Click on Add Pricelist
  • Name the pricelist and click enter
  • Navigate to Users and add users from here
  • The default hourly rate set in the user profile as explained above will be automatically shown here
  • You can now update the hourly rate specific to this account from here

Setting hourly rate for the user at the Project level

  • Navigate to the project
  • Navigate to the Project Card and click on Invoicing
  • Scroll down to Define Project Specific Hourly Rates
  • Navigate to Users
  • The default hourly rate set in the user profile as explained above will be automatically shown here
  • You can now update the hourly rate specific to this project from here. If there is an hourly rate specified at the account level, the project-specific rate will take precedence over the account rate

Setting an hourly rate based on job types or professional titles

You can also choose to set different pricing for different job types. For example, you can invoice the job type project management as more expensive than data entry.

Setting the default hourly rate for job types and professional titles

  • Navigate to the Time Management settings from the Feature Settings
  • Scroll down to Job Types and further down for Professional titles
  • Click on New Jobtype/New Professional title
  • Add the Jobtype/Professional title and add the hourly rate
  • This will be the default hourly rate for all job types/professional titles. If no hourly rate is set at the project or account level, the default hourly rate will be applicable to the customer.

Setting hourly rate for a jobtype/professional title at the Account level

  • Navigate to the account
  • Click on Invoicing from the header
  • Scroll down to Define Account Specific Hourly Rate
  • Click on Add Pricelist
  • Name the pricelist and click enter
  • Navigate to Jobtypes/Professional title
  • The default hourly rate set in the Time Management Settings as explained above will be automatically shown here
  • You can now update the hourly rate specific to this account from here

Setting hourly rate for a jobtype/professional title at the Project level

  • Navigate to the project
  • Navigate to the Project Card and click on Invoicing
  • Scroll down to Define Project Specific Hourly Rates
  • Navigate to Jobtypes/Professional title
  • The default hourly rate set in the Time Management Settings as explained above will be automatically shown here
  • You can now update the hourly rate specific to this project from here. If there is an hourly rate specified at the account level, the project-specific rate will take precedence over the account rate


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