Default Rates Per Client

By Patrick McNeely

Your time is worth money, right? That’s why we help you track it and charge for it. It’s the foundation of a service-based business.

But, is its worth the same for every client? It’s likely you have a range of clients with different expectations and agreements that all come at different costs.

For the sake of argument, let’s say you charge most customers $100 an hour. But, you have a couple of clients who’ve been with you from the beginning whom you charge $75, and a couple of newer, bigger clients that you’ve managed to negotiate up to $125.

For a long time, Ballpark has allowed you to set a default rate for your entire company. Now, we’ve added a feature that lets you set rates on a per-client basis.

Here’s How It Works

It’s fairly straightforward. In addition to setting your company’s default rate, you can now go to a client’s or company’s page and set a default rate just for them.

When deciding what rate to put in your estimate or invoice, we look at your defaults in this order:

  1. Client Rate
  2. (Your Client’s) Company Rate
  3. Your Company Rate

Set Your Company’s Hourly Rate

This has been around for a long time, but it’s the baseline. So, if you haven’t set this up before, go do it now.

company-default-rate

Set a Client’s Company Rate

This is the first bit of new functionality. You’re going to set a new default rate for a client’s company as a whole.

  1. Go pick a client that you work with regularly that has a different hourly rate than your company’s default. Note: you’re choosing a company, not a client.
  2. Click Edit.
  3. Enter a new hourly rate for that company. Click Save Changes.

client-company-default-rate

Set a Client Contact’s Rate

This seems like a rarity, but you may need it, so we built it.

There could be different individuals at the same company who get different rates. If so, the process is very similar to that of editing a company’s rate.

  1. Choose an individual at a company who’s rate differs from their company’s.
  2. Click Edit.
  3. Notice how the client’s rate has defaulted to that of her parent company. If you want to change it, uncheck the box labelled, “Use company’s default hourly rate”.

ballpark-client-default

Now, enter the new rate for this individual client and click Save Changes.

ballpark-client-rate

And there you have it. Let us know what you think, and if you’ve got any ideas for how to make this even more useful.

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