Your markup is the gap between what you pay Crew and what you bill the client. In NextCrew it lives in the rate configuration, line by line, so change it there, then put the new rates on the orders that need them.
Summary
Each line of a rate configuration has a Pay Rate, a Mark Up and a Bill Rate. Enter a Mark Up and NextCrew works out the bill rate, or type the bill rate yourself. Overtime, double time, holiday and shift differential rates are set from the arrow on each line. A change applies to new orders. For orders you already created, refresh their rates. What goes wrong: changing a configuration that other clients share, so their bill rates change too.
How to do it
- Go to Settings › Company Profile › Rate Configurations and open the configuration.
- Check Associated Records at the top. If other clients use it and only one client's markup is changing, copy it and change the copy instead.
- On each position, change the Mark Up (or type the new Bill Rate), tick Apply and save.
- To change overtime, double-time, holiday or shift differential rates, click the arrow on the line, change them and click Update.
- For orders already created, open each one and choose ⋮ › Refresh Rates On All Jobs.
That's the new markup in place. Read on for one client, one person, and what happens to timesheets.
On this page
One client or every client
| You want to change | Do this |
|---|---|
| Every client on this configuration | Change the configuration itself. |
| One client only | Copy the configuration, change the copy, and choose it in that client's Rate Configuration field. See Plan a Rate Increase. |
| One order only | Choose a different configuration on the order. See Update the Rates on an Order. |
One Crew Member only
Change the rate on that person's offer, not the configuration. Their offer is then Rate Locked, so refreshing the order won't overwrite it. See Pay One Crew Member a Different Rate on a Job.
What happens to timesheets
- Timesheets already created keep the rates they had.
- Timesheets created after you refresh take the new rates.
- To fix a timesheet that has the old rate, change the rate on the timesheet. See Add, Clone or Fix a Timesheet.
If something's not right
| What you see | Check this first | Who fixes it |
|---|---|---|
| You changed the markup and jobs still show the old bill rate | Refresh the order: ⋮ › Refresh Rates On All Jobs. | You |
| Another client's bill rates changed too | They share the configuration. Check Associated Records, and give the clients separate configurations. | You |
| One person's rate didn't change | Their offer is Rate Locked. | You |
| The markup is negative or tiny | Pay and bill rates may be the wrong way round on that line. | You |
| You can't see Rate Configurations | Your permissions. See Permissions. | Your NextCrew admin |
Other ways people ask this
- How do I change the markup for a client?
- How do I update bill rates?
- Where do I set the overtime markup?
- Why didn't my markup change apply to existing jobs?
- How do I change the markup for one worker?
Related guides
- Set Up Rate Configurations for a Client: building a configuration from scratch
- Update the Rates on an Order: refreshing orders already created
- Plan a Rate Increase: new rates from a set date
- Pay One Crew Member a Different Rate on a Job: one person only
- Prevent and Manage Overtime: how overtime is billed
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