Overview
Crew Skill charges let you bill for specialized labor on a job — installers, packers, leads, drivers, or any other skill you've defined in your rates. The charge is based on the skill's hourly rate, the number of crew with that skill on the job, and the billable time worked. Crew Skill charges roll up into the job total and appear as line items on the invoice alongside Moving Labor, Transportation, and other charges.
Before You Start
Available to companies with Smart Pro.
You must have permission to edit charges on opportunities or projects.
The job must have active rates configured that include Crew Skills. See Understanding Crew Skill Rates for setup details.
The skill you want to bill for must be enabled in your rates with either an Hourly rate, a Flat Rate Plus Hourly rate, or both.
How Crew Skill Charges Work
Crew Skill charges are added manually from the Add Charge slideout, they do not auto-populate when a skill is assigned in Scheduling Details or Dispatch. This gives you control over which skills are billed and at what rate per job.
Each Crew Skill charge captures:
Skill — the crew skill being billed (for example, Installer or Lead).
Number of crew with that skill assigned to the job.
Hourly Rate (or Additional Hourly Rate for Flat Rate Plus Hourly) — pulled from your rates, can be overridden.
Labor Time — the estimated hours of work, seeded from scheduling details.
Minimum Time (Hourly only) — the minimum billable hours from your rates.
Flat Rate and Flat Rate Covers (Flat Rate Plus Hourly only) — the base fee and the hours it includes.
Billable Time — for estimated charges, computed as the greater of Labor Time and Minimum Time (Hourly) or equal to Labor Time (Flat Rate Plus Hourly). For actual charges, you can edit Billable Time directly.
Subtotal — calculated automatically, but can be manually overridden.
💡 SmartTip: Subtotal is computed as Hourly Rate × Number of Crew × Billable Hours for Hourly, and Flat Rate + (Billable Hours − Flat Rate Covers) × Additional Hourly Rate × Number of Crew for Flat Rate Plus Hourly. Any field you change refreshes the subtotal until you override it.
Adding a Crew Skill Charge to a Job
Open the job's Charges section on either the opportunity (Estimated) or the project (Actual).
Click Add Charge.
In the Add Charge slideout, select Crew Skills (the category uses the stars icon).
Pick the skill you want to bill for from the list. Skills that have no rates configured appear disabled with a tooltip explaining why.
If the skill has both rate types enabled, choose Hourly or Flat Rate Plus Hourly. If only one is configured, you skip directly to the editor.
In the editor slideout, review and adjust:
Number of {skill name} — defaults to the count assigned in scheduling, if any.
Hourly Rate — pulled from your rates. The undo arrow restores the configured value.
Flat Rate and Flat Rate Covers (Flat Rate Plus Hourly only).
Labor Time — seeded from scheduling details.
Minimum Time (Hourly only) — seeded from your rates.
Billable Time — read-only on Estimated, editable on Actual.
Discount and Subtotal — optional override.
Click + Add New to save.
Note: Changing Number of Crew triggers a server refresh to re-resolve per-additional-crew rates from your configuration. The Save button is disabled briefly while that refresh runs.
Editing or Removing Crew Skill Charges
To edit an existing Crew Skill charge:
In the job's Charges section, click the charge row.
The same slideout opens, pre-filled with the saved values.
Adjust any field and click Save Changes.
Each overridable field shows an undo arrow when its value differs from the configured rate or auto-computed default. Click the arrow to revert that field without affecting others.
To remove a Crew Skill charge:
In the Charges section, open the charge's action menu.
Choose Remove.
Confirm the removal in the dialog. This action cannot be undone, but you can re-add the charge from Add Charge.
How Charges Affect Invoice Totals
Crew Skill charges roll into the job's total like any other charge type:
The Subtotal for each Crew Skill charge contributes to the job's overall charge total.
On the Accounting tab, the Job Overview displays Estimated, Dispatched, and Invoiced (Actual) skills as colored badges so you can see at a glance which skills were billed.
On the invoice, each Crew Skill charge appears as its own line item with the skill name, quantity, rate, and total.
💡 SmartTip: If the actual time worked differs from the estimate, edit the Billable Time on the Actual charge before generating the invoice so the customer sees what was really billed.