Equipment fees

Settings › Sales & orders › Equipment fees holds an equipment fee for each move type: its name, an amount for each distance range, and the services it is charged on.

Before you start

Anyone who can open Settings can change this page. It is kept per move type — pick it at the top. Nothing is saved until you press Save.

The cards

Fee Details

• Equipment Fee Name — the word your customers read for this charge. Everywhere the fee is shown, it shows this name only (for example Truck Fee), with no distance beside it: the order, the bill of lading (the crew's and the office's Other Fees list, and the printed copy), the customer's page, emails and documents, and the invoice sent to QuickBooks.

Distance Ranges — Set equipment fees based on the distance of the move.

• Each row has From, To and Amount.
• Add row starts the new range where the last one ends.
• The bin deletes a row (it asks first: Warning › Yes, Delete).

Charge on these services — the services whose days get this fee.

• One switch for each of your services (Settings › Services). All of them are on until you switch one off, so the fee is charged on every service unless you choose otherwise.
• Switch a service off (for example a packing-only day or a labor-only day) and a new day of that service gets no equipment fee.
• A service that is inactive shows here only while it is switched off.

Copy to other move types puts this move type's name, ranges and services on the others; press Save to keep it.

How the fee is charged

• Each day of a move gets one equipment fee line in its Other Fees, priced by the range that holds the day's farthest customer address from your office (its distance to parking). Out of every range the line is $0.
• When your branch decides local or long distance by the move's route (Settings › Services & packing › Local moves, card Local or long distance), the range is picked by the miles from pickup to drop-off instead, on the moves it decides; the line reads, for example, Truck Fee (3 Miles pickup to drop-off). With Keep using our warehouse for moves in our own state on, a pickup in your warehouse's state is measured from the warehouse. Turning it on or off changes no order already made: a day's fee is worked out again only when its addresses change.
• A move type with no ranges gets no fee, and a day of a service switched off under Charge on these services gets no fee either.
• The fee follows the day's addresses: add, move or remove an address and the amount is worked out again. The office can switch the line off on one order in Other Fees.
• Changing this page does not, by itself, change a fee already on an order: new days use the new settings, and an existing day's fee is worked out with the new ranges only when its addresses change. Switching a service off never removes a fee already on an order; to take it off one order, switch the line off in that order's Other Fees.
• The line is part of every total that reads Other Fees: the quote, the customer's page, the bill of lading, the closing and invoices.

The Equipment Fee Name is the label of the fees line on the customer's page (for a long-distance move, the extra fees are listed under it). When no name is set, the line reads Other Fees.

If something goes wrong

Under the boxes:

• Must be greater than starting value. — a range's To must be above its From.
• Must be greater than previous threshold. — a range must start above the one before it.

Either one stops Save until it's fixed.