All of our customers, whether they be Profit Rhino mobile users or customers utilizing our data in another field service software, have run into a scenario where the flat rate tasks they have in their book just do not adequately reflect the job they need to do. Whether you don't have that particular task in your book, or this is just an incredibly unique circumstance, Profit Rhino has a solution for you.
This solution, usable by both mobile and data customers, is known as the Grid Matrix. The Grid Matrix is a set of tasks that represents generic labor time paired with generic part pricing. What this will allow you to do, is add on labor time and part costs in a way similar to what you may have been doing before flat rate.
Obviously, these is not a replacement for having a fully customized price book, but will help you plug a hole in your book until you can get back to the office to make the changes you need.
To access the Grid Matrix in the web, you'll need to navigate through the manage book section. The following images will demonstrate:
ACCESSING THE GRID MATRIX IN THE WEB (PART 1)
ACCESSING THE GRID MATRIX IN THE WEB (PART 2)
ACCESSING THE GRID MATRIX IN THE WEB (PART 3)
ACCESSING THE GRID MATRIX IN THE WEB (PART 4)
So, as detailed above, the Grid Matrix has a particular layout and naming scheme that you'll need to understand to utilize it effectively.
The first thing you'll need to understand, is the term MPT. MPT, which stands for minutes per task, represents how much labor time this particular task has on it. Which means that 15 minutes of labor time in the Grid Matrix is referred to as MPT 15.
The second thing, is PRT. PRT is simply short hand for part. The number that follows is how much the part costs (which is the price before markups).
As an example, a task named "REPAIR MPT 15 PART 10" means 15 minutes of labor time with a part that costs 10 dollars.
For our data customers, such as Service Titan or Field Edge, you'll simply need to access the Grid Matrix in your field service software as you would with any other task.
For our mobile customers, it's going to be largely the same. You'll access the Grid Matrix tasks in the same way you would any other task. There is a best practice I'd like to offer up to you though, while we're looking at the Grid Matrix. The following images will demonstrate:
USING THE GRID MATRIX IN THE PROFIT RHINO MOBILE (PART 1)
USING THE GRID MATRIX IN THE PROFIT RHINO MOBILE (PART 2)
USING THE GRID MATRIX IN THE PROFIT RHINO MOBILE (PART 3)
The gist of what these images is trying to convey is pretty simple. In those scenarios where you are using the Grid Matrix. I recommend you rename the task on the invoice before presenting to the customer and sending out the invoice. This will help you with your record keeping, and will be easier for the customer to understand.
For those of you using the Grid Matrix, good luck.