Rates
Use the Rates screen to add new rate codes or edit existing rate codes.
To open the Rates screen, click a Rate Code or the Need to create a new rate code? Click here to add link on the Rates screen.
The fields on the Rates screen are:
| Field | Description |
|---|---|
| Rate Code | A two character alphanumeric code used to represent the rate code within the system. |
| Description | A brief description of the rate code. |
| Labor Rate | The rate per hour charged when this rate code is specified. |
| Job Code Hours Multiplier |
The associated job code hours is multiplied by the factor entered in this field when using the corresponding rate code. The factor is used to calculate the hours and price the customer is charged. The Print Flat Rate or Actual Hours security switch in the legacy table CMBR must be set up accordingly for the job code hours to print on a work order. As of IntelliDealer Insight 1.0, this value is no longer printed on invoices/quotes. |
| Valid For Type |
The selected rate code is only valid for work orders that utilize the Type Code(s) specified in this field. For example, if rate code XX is made valid for work order types AA and BB, XX only appears as an option on the Select Rate Code screen for work orders that use type codes AA or BB. You can associate each rate code with up to 25 different types by clicking the Plus icon next to this field. If left blank, the selected rate code is valid for all type codes configured at the dealership. |
| Active for System |
Controls whether the rate code is active for use within the system.
This field appears only when accessing the Rates screen by clicking a Rate Code. |
Use these buttons to complete your work on the Rates screen:
| Button | Description |
|---|---|
| Save | Saves changes made on the Rates screen. |
| Save & New |
Saves a newly added rate code and refreshes the Rates screen, allowing you to add another rate code without closing the screen. This button appears only when accessing the Rates screen by clicking the Need to create a new rate code? Click here to add link. |
| Save & Next |
Saves any edits/changes made to the selected rate code and scrolls through to the next rate code in the list to apply any edits/changes. This button appears only when accessing the Rates screen by clicking a Rate Code. |
| Copy |
Copies the selected Rate code. This button appears only when accessing the Rates screen by clicking a Rate Code. |
| Close | Closes the Rates screen without saving and returns to the Rates screen. |
Data Source: PFWTAB
Revision date: 2026.01