Can anyone explain the logic to be for setting a flat fee in the field service price list items?
The documentation says this:
We want to capture the duration of all our service delivery, but our "walk-in" customers are charged a premium a fixed fee regardless of duration while our contract customers pay an hourly rate. As far as I can tell even if we use the "flat fee" option, I still need to create two price lists:
- One that has unit of Hour and the price per hour is set to our actual hourly rate
- One that has unit of Hour and the price "per hours" is set to the fixed fee amount
Am I missing something, this seems to defeat the purpose as I could just use two different prices lists as I am now. I can't find any resources that discuss setting up flat fees in any detail
Thanks for your thoughts!
Hi JK800,
I don't think this defeat the purpose. As the doc says, flat fee is used to make a service a fixed price regardless of duration. In your case, you have two types of customers. For "walk-in" customers, you need to set a fixed price so you need to set your service to flat fee. For contract customers, they pay an hourly rate, so you create another price list to add the service as not flat fee. Then set the corresponding price list on work order based on the type of customers.
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