Every price the invoice engine can charge, the default each job type falls back to, and every task that would still bill as Ad Hoc Time. Edits write straight to the database and take effect on the next invoice render.
–rates
–pending approval
–job types without a default
–tasks on the Ad Hoc fallback
How a line gets its price how a rate is chosen, what "bills on" means, holders and sub-rates
A task's own rate (set on the Coverage tab or in Task Home) wins. Otherwise a description map entry for its title, otherwise the job type default, otherwise it is not billed and shows as "needs rate" (Ad Hoc Time only when hours were logged on the task).
Bills on says what the quantity is: hours, units, cartons, pallets, orders, deliveries, once per job, or a flat fee. The unit label on invoices comes from it, so the two cannot disagree.
Each section (RC-100, RC-500 …) is a holder: a task put on the section carries the metrics, and each sub-rate bills on its own one. Applies sets when: Always, When flagged (rush), or Manual add-on. The SHARED SERVICES card holds services that mean the same on every job (Ad Hoc Time, Rush Fee, Expedited): they are defined once and every holder can use them. A rate can sit under another rate: drag it by ⠿ onto the middle of that row. It then bills only when that rate bills. Drag onto a row edge to reorder, onto a card header to move it to that card. Pick one: a rate with sub-rates can be set to pick one, which makes its sub-rates alternatives: the parent takes exactly one of them (Hard or Soft intake; drop-off or first carton or first pallet), and at most one is the Always default. Every edit saves on change. Rates marked pending approval show a warning on every invoice until cleared.
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0 rates still show a suggested rule taken from their name. Check each card, fix what is wrong (a change saves that row), then Accept the rest. Until a rate is saved, invoices keep pricing it the old way.
📐 November 2026 rates (R&D) · reading what was billed…
Job type defaults price every task of that type that has no rate of its own — including all the Intake, Shipping and Pick subtasks the workflow now creates. Touch points are add-on rates billed on the same quantity (for example per-carton on top of per-unit).
No stone unturned. Every task below would bill as Ad Hoc Time today. Fix them three ways: set a job type default (covers all of that type at once), map a recurring title to a rate (covers past and future tasks with that title), or pick a rate on the individual task.
Recurring titlesmap a title once and every task with it — past and future — bills that rate
Title
Tasks
Rate
Taskspick a rate to fix one task; the type default fixes the whole type
Job
Title
Type
Status
Qty
Rate
New shipments bill delivery from here. Every shipment filed on a job gets a Delivery subtask; after each handover the run day is priced with these rules and the subtask is given its lines on the Shipping & Delivery rate card (RC-308 run, RC-309 cartons, RC-310 Handover, RC-302/303 pallets) — only a shared run’s share is a calculated amount. See any day in Delivery › 📅 Run log. Shipments from before this change keep their old $20 + $3 lines until the backfill decision; a job whose invoice is already in QuickBooks is never re-priced.
Ratesevery edit saves on change · stored at settings/deliveryBilling
Rate
Amount
What it is
Dedicated or shared
Dedicated is a choice on the order, like asking for a delivery to come straight to you: it goes as soon as it is ready, on its own run, carries the whole base itself and does not dilute anyone else’s split. An order is dedicated when it is Rush or Priority, or when it is over the carton limit above. Everything else is shared: the brands on the same run that day split the base by cartons. Optional: click a brand below to make every one of its orders dedicated. A brand family is one brand: sub-brands (DON TOLIVER - OCTANE, YEAT - ADL…) follow their parent and are not listed separately.
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What these rates doworked from the rates above — change one and watch