Creating Rate Cards

Rate cards are usually used by agencies. They let clients know how much an agency charges for its services. To create a new rate card in admation, start by heading to the Admin bar at the top of your screen. A user will only see the admin button if they have specific permissions. 

Click Rate Cards. If you'd like to create a new rate card, click New Rate Card on the right hand side of your screen. Click Add a New Rate Card Item to get started. 

Fill in your rate card as follows:

• Name – refers to the name of the item you're charging for
• Description – is a short outline of the item or task you're charging for 
• Unit – refers to the number of hours to complete the task 
• Rate – refers to how much you'll charge for the item or task

Your rate will automatically format itself with a dollar sign ($) and decimal points to round to the nearest dollar where needed (ie. 100 will turn into $100.00). If you make a mistake, you can delete a line item – or row – from a rate card by clicking the delete icon.

Click Save once you're happy with your inputs. You can use your rate cards within your custom Online Documents for a project. Ask us how!

Editing or Deleting Rate Cards

You may also edit an existing rate card from the main list by clicking the pen icon .

To delete an existing rate card, select the checkbox for the item/s you'd like to delete. Then click the greyed out delete icon at the top of your screen. Even though it's greyed out, you'll still be able to delete the items. Follow the prompts to confirm your selection.