Manage Equipment Rates

Follow these steps to update equipment cost and bill rates after they have been imported to Traqspera.

Note: The Sync Equipment Entries setting must be disabled to make manual changes to equipment rates, or else it will override any changes. Syncing Spectrum equipment entries into Traqspera imports the asset/equipment cost and bill rates (full charge from Equipment Control) on an hourly, daily, weekly and monthly basis.

Select Jobs > Manage Labor and Equipment Rates.
Select Equipment Rates.
Select the rate level to edit from the following options:
- Global Default Rates: Global Default Rates are used in reports when there are no rates for Jobs or Phase.
- Job Rates: Job Rates are attached directly to the Job and are used when there are no rates for Phase.
- Phase Rates: Phase Rates are attached directly to the Phase.
- Template Rates: Rate Level Templates are used to quickly apply a set of rates to any Rate Level (such as a Job), or copy to another Rate Level Template.
If you selected Job Rates, Phase Rates, or Template Rates, select the appropriate job, phase, or template, respectively.
In the Bill Out Rates table, enter the bill out rates for each piece of equipment.

Note: To apply a rate level template, select it from the Apply Template dropdown then select Apply Template.
In the Cost Rates table, enter the cost rates for each piece of equipment.

Note: To apply a rate level template, select it from the Apply Template dropdown then select Apply Template.
Select Save Rates.

The equipment rates are updated.

Manage Equipment Rates

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