Overview
The Rates tab on the Account Details page lets you configure a custom rate sheet for a commercial account. You can set hourly moving rates, packing rates, materials pricing, transportation fees, add-on services, and skill-based rates. These rates apply to all projects and jobs within the account unless overridden at the project level.
Before You Start
Available to companies with Smart Pro.
You must have Accounts permission.
The account must already be created.
If you plan to use skill-based rates, configure crew skills in Settings > Commercial > Crew Skills first.
How to Access Account Rates
Open the account's detail page.
Click the Rates tab.
If no rate sheet has been configured yet, you will see a prompt to copy a starting rate sheet from an existing tariff.
How to Set Up Account Rates
On the Rates tab, select a tariff from the Select Tariff to Copy dropdown.
Click Copy Rates.
The rate editor loads with the copied rates as your starting point.
Note: Copying from a tariff creates an account-specific rate sheet. Changes you make here do not affect the original tariff.
Understanding the Rate Editor
The rate editor uses a left-side menu to organize rate categories. Click Edit Advanced Rates to access the full menu, or use the tabbed view for quick access to common rate types.
Quick-Access Tabs
Four tabs appear at the top of the rate editor for the most commonly used categories:
Tab | What It Covers |
Moving Rates | Hourly moving rates by crew size and service type |
Packing Rates | Rates for packing services |
Materials | Pricing for packing materials and supplies |
Additional Services | Fees for extra services |
Full Rate Menu (Advanced Rates)
Click Edit Advanced Rates to access the complete rate configuration with these categories:
Core/Global Setup
Common: General rate sheet settings
Periods: Date-based pricing periods for seasonal rate variations
Core Labor Rates
Hourly Moving Rates: Rates by crew size, service type, and pricing method
Materials: Packing materials pricing
Packing Rates: Labor rates for packing services
Transportation Rates
Distance Rates: Mileage-based pricing
Trip and Travel Fees: Flat fees for travel
Fuel Surcharges: Fuel cost adjustments
Shuttle Fees: Fees for shuttle service
Add-ons/Extra Services
Additional Services: Custom service fees
Bulky Items: Surcharges for oversized items
Storage In Transit: Storage fees during moves
Protection
Valuation: Coverage and liability options
Defaults/Automations
Not-to-Exceed Defaults: Maximum pricing caps
Pricing Method Defaults: Default calculation methods
Auto-Pricing Rules: Automated pricing logic
Auto-Pricing Engine: Advanced auto-pricing configuration
Skill Rates
One entry per configured crew skill (for example, "PMs Rates," "Drivers Rates," "Movers Rates")
This section only appears if crew skills have been configured in Settings
Using Periods
Select a period from the period dropdown to view and edit rates for a specific date range. Periods let you set seasonal or time-based pricing variations.
Saving Changes
After editing any rates:
Click Save to apply your changes.
Click Revert to discard unsaved changes.