[SM] Setup SM Standard Items

Use the SM Standard Items form to create standard items (work charges) that are not tied to specific labor, equipment, or parts.

Because these items are not linked to technician pay rates, equipment rates, or part costs, you must define a Cost Rate and Billable Rate for each item. You can also set a Billable Markup Rate, which overrides the Billable Rate by calculating it from the cost and markup. These rates will automatically populate when entering work completed miscellaneous lines that reference the standard items.

Once set up, standard items can be applied to work orders through the Work Completed tab. They can also be set up as standard charges at the customer or customer site level, automatically adding them to new work orders for that customer or site.

Standard items are useful for common work order charges not tied to labor, equipment, or parts, such as fuel surcharges, trip charges, or waste disposal. They can also represent services provided at no charge. For no-charge items, set the cost and billable rates to 0.00, or enter rates and select No Charge on the work order line before invoicing.

To set up standard items:

1. Open the SM Standard Items form.

1. Standard Item: Enter the code or name of the standard item (e.g., TrpChg, Surchg).

2. Description: Enter a description of the standard item.

3. Cost Rate: Enter the default cost rate. This will populate the Cost Rate when adding miscellaneous work completed lines that use this item.

4. Billable Rate: Enter the default billable rate. This will populate the Billable Rate for miscellaneous lines using this item.

5. Billable Markup Percent (Optional): Enter a markup percentage (e.g., 5% as 5.00000) to calculate the billable rate instead of using a flat rate. Note: This overrides the Billable Rate.

6. Cost Type: Enter the related cost type from SM Cost Types, if applicable. This will default for miscellaneous work completed lines using this item.

Note: Billable rates for standard items can be overridden at the rate template, effective date template, customer, service site, or work order quote level.