Setting user finance time preference

When setting up finance and commission rules for technicians or external companies you might want to add special rules by the job time and date. Most service business like to reward employees a little more for jobs done after hours.

You can set your time preferences from the user settings page or from the external company page.

To edit your time preferences click the “Edit time preferences” button from the top left of the finance settings page.

timeset

Next a pop-up box will open with your defined time preferences.
Click “create new rule” to set up a new rule.

  • Name your rule – Add a name for your future reference
  • Select a day / week range – What days should this rule be active on. You can choose all week, Monday to Sunday or any other day…
  • Select a start time and an end time – From when to when should this be effective.

 To add another rule click the plus icon from the top right.
When done click update to save.

timeset

NOTE: For rules that overlap a day you need to add two time ranges. Lets say your night shift starts at 7pm and ends at 9am the next day then you should add:
1. All week from 19:00 to 24:00
2.All week from 0:00 to 9:00

Now when creating a new rate by schedule rule your new time rule will be available.

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