Create a Price Tier to bill for your mobile patrols

Learn how to set up a Price Tier to properly bill for your mobile patrols. 

Overview

TrackTik offers multiple options for billing customers for mobile patrols. You can group different possibilities together as a price tier to be included in your contract and to bill your services properly.

Setting up a Price Tier

To set up a Price Tier:

1. Select the Billing tab.
2. Under Settings & Reports, choose All Contracts.
3. Pick the contract for which you would like to create a price tier.
4. Click the patrol car icon.
5. Select the + Price Tier button.
   
   
   
   
6. Complete the following information:
   
   
   • Price Tier
     • Name: Enter a name to represent the price tier or patrol group
     • Code/ID Optional: The system will assign one if you do not enter one.
     • Service Model: Although these are primarily important for billing purposes, it is best practice to set this up correctly even if you are not invoicing with TrackTik. Choose from:
     • Scheduled Patrols (Enforce Service Periods): With this model, you bill your client for scheduled patrols, and the client receives an invoice for the period your team completed the patrols.
     • Scheduled Patrols (Ongoing Services): Bill your customers for scheduled patrols and send them an invoice any time after you complete them.
     • Dispatch Service Model: You will bill your clients per dispatch.
     • Instructions Details: If there is data that the system admin should be aware of, enter it here. These instructions are only visible to users with Admin access.
   • Service Dates
     • Begin Date: Enter the date the system will begin adding the patrol jobs to runsheets and start invoicing your customer.
     • End Date: If this price tier has a known end date, enter it here. If it is not known, leave it blank. The system will use the contract end date if no end date is selected.
   • Other Charges
     • Fuel surcharge: This is for use with the billing module if there is a percentage surcharge for fuel.
     • Invoice Line Item Label: Use this if you would like to add additional information to the line item.
   • Patrol Billing
     • Contract: Link the patrol group to a contract.
     • Bill Item: Select the bill item for the patrols.
     • Discount: Percentage discount, if applicable.
     • Charge Type: Select the method you will use to bill your customer. Select from:
       • Actual (Completed Patrols): Bill your customer per patrol for the patrols completed during the service period.
       • Actual/Time Matrix: Bill your customer per completed patrol according to the time spent on each.
       • Contracted (Planned Patrols): Bill your customer for all the patrols scheduled during a service period, whether or not they were completed.
       • Flat Rate: Bill your customer a flat rate per service period, regardless of the number of patrols during the service period.
       • Prepaid Bank (Dispatch Only): Bill your client for a prepaid bank of patrols.
   • Holiday Rate Type
     • Do Not Charge Holiday: Select this option if you will charge for holidays.
     • Rate Multiplier: Select this option to enter a rate multiplier for holidays.
     • Per Patrol Holiday Rate: Select this option to enter a per patrol rate to apply on holidays.
       
       
7. Select Save.