Charge Rates and Special Rates

JobBag gives you powerful control over charge rates used in timesheets, estimates, and costings. Rates can be customised across jobs, clients, employees, and Kinds. This ensures the right value is charged depending on the situation.

Hierarchy of Charge Rates

JobBag checks rates in the following order:

1. Job Special Rate – if set, this rate will be used
2. Client Special Rate – used if no job rate exists
3. Employee Special Rate – used if no job/client rate exists
4. Kind Rate – used if the Kind is set to override the employee rate
5. Employee Rate – used if Kind is not set to override

💡 Rates can also be set at the Role level. These override any employee-specific rates.

Configuring Special Rates

Job Special Rates

Navigate to a Job > Rates > Change Charge Rates

• Enter the new rate per Kind or apply a default
• New rates appear in blue
• Click Save
• 🛑 To remove a rate: highlight and delete it (don’t type 0!)

Client Special Rates

Navigate to the Client > Charge Rates tab

• Enter the new rate and tab out of the field
• Rate shows in blue
• Click Save and choose Only Changed Rates to review changes

Employee Special Rates

Go to Employee Record > Employee Tab > Employee Rates

• Blue text = special rate
• Add or edit charge rate per Kind

Kind Rates and Overrides

If no job/client/employee rate is found, JobBag uses the rate set on the Kind if the Kind is set to override employee rate.

If the Kind is not set to override, JobBag uses the Employee's default rate.

Find the employee rate via:

• Employment tab in employee record
• Or add the “employee charge rate” column in the worklist

Special Markups & Rates

Special Markups can be set for:

• Job
• Job type
• Role
• Employee / Freelancer
• Client
• Company
• Division

🔁 Currency can also be specified

Rate Entry Methods

There are 3 ways to enter default charge rates:

Method 1:

Go to File > Configuration > Rates and Markups > Charge Rates

Method 2:

Via the Client Address Book record → Click relevant tabs

Method 3:

Select the Rates button in the Job window

Freelancer Rates

To set up freelancer rates:

1. Go to the Freelancer’s Address Book Record
2. Navigate to the Employment tab

3. Select Add New Employment Info

   Add cost and charge rate

   Optionally add:

   • Utilisation percentage
   • Work hours

Use Rates button in the Job window to override by client/job/division.