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Setting Up Hourly Ranges on Estimates

Set up hourly ranges so hourly estimates show customers a realistic window of time, such as 5h 30m to 8h 30m, based on the shipment's volume or weight.

Written by Michelle Carone

Overview

Hourly ranges let an hourly estimate show a window of time instead of one number, so the customer sees a realistic range rather than a single figure the final bill may not match.

  • You set the size of the range in Settings > Estimates > Hourly Ranges, in bands of shipment volume or weight.

  • Each band sets how far below and above the estimated time the range reaches. For example, 7 hours with 1.5 hours below and above shows as 5h 30m to 8h 30m.

  • The moving labor charge shows a low and high subtotal, and the customer sees the range when the estimate's Pricing Display is Hourly Range.


Before You Start

  • Setting up hourly ranges requires access to Settings, which is normally an admin.

  • Hourly ranges apply to estimated hourly moving labor charges. Flat rate plus hourly charges and actual charges don't get a range.

  • Decide whether volume or weight better predicts how long your jobs take. The whole table uses one or the other.


Set Up Your Hourly Ranges

  1. Go to Settings > Estimates > Hourly Ranges.

  2. In Ranges Are Based On, select Volume or Weight.

  3. Build the table:

    • To start from typical values, click Apply Sample, then click Yes, remove any existing and apply sample. The sample replaces any rows you already have.

    • To add your own row, click Add Range. Enter the top of the size band, then the Low End Of The Range and High End Of The Range in hours, each with a Direction of below or above the estimated time.

  4. Edit any row in the table. To change a band's top size, click the blue number.

  5. Check the preview under the table. It shows how a 7-hour estimate in your largest band appears to the customer, such as 5h 30m to 8h 30m.

  6. To give every new hourly moving labor charge a range automatically, turn on Apply Hourly Ranges to New Charges. It's off by default. When it's off, estimators can still add a range on each charge.

  7. Click Save Changes.


Add a Range to a Charge

  1. On the opportunity's Estimate tab, click the hourly moving labor charge, such as Moving Labor. The charge's slide-out opens.

  2. In the slide-out, click + Add hourly range. Skip this step if the charge already has an Hourly Range section.

  3. Review Low Hours and High Hours in the slide-out. They start from the charge's estimated time and the band that matches the shipment's size. Edit either one for this charge if needed.

  4. Click Save Changes. The charge shows a low and high subtotal and total.

To take the range off a charge, open the charge's slide-out, click Remove Hourly Range, then click Save Changes.


Show the Range to the Customer

  1. On the opportunity, click Send Estimate.

  2. Next to Pricing Display, select Hourly Range. The preview shows the time range and the hourly rate, such as "4h 45m to 6h 45m at $150.00 per hour."

  3. Choose who to send the estimate to, then click Send.

In the customer portal, the customer sees the time range and the hourly rate. No total price is shown with an hourly range.

To show the range on estimate documents, add these tokens to the document in the Document Library:

  • @HourlyRangeFormatted: the full range as one value.

  • @HourlyRangeLow and @HourlyRangeHigh: each end on its own.


Key Details

  • The range is measured from the charge's total estimated time. The minimum hours don't change it.

  • A shipment matches the first band whose top size is larger than the shipment. A shipment larger than every band gets the default range: the estimated time to 2 hours above it.

  • With no rows in the table, every range uses the default.

  • The low end never drops below 0 hours.

  • A charge's range updates when its estimated time changes, such as a change to travel time. Low Hours or High Hours you edit by hand stay as entered.

  • Apply Hourly Ranges to New Charges is off by default and affects charges created after you turn it on. Existing charges keep or lack their range as they are.

  • Adding a range to a charge removes a subtotal override on that charge. The charge prices from its range instead.

  • Ranges show in hours and minutes, such as 5h 30m.

  • The Hourly Range pricing display applies to hourly estimates. The rate shows only when every hourly charge uses the same rate.

  • When a job's charges become actual charges, the range is removed and the actual time is billed.


Best Practices

  • Start with Apply Sample, then adjust each band to how far your completed jobs usually land from their estimates.

  • Use wider bands for larger shipments, which vary more than small ones.

  • Add a band that covers your largest typical shipment so big moves don't fall back to the default range.

  • Review the range on the charge before sending, especially for jobs with stairs, long carries or other extra time.


Troubleshooting

  • New charges don't get a range.

    • Apply Hourly Ranges to New Charges is off by default. Turn it on in Settings > Estimates > Hourly Ranges, or add a range to each charge with + Add hourly range.

  • The charge has no + Add hourly range link.

    • Ranges are only on estimated hourly moving labor charges. Flat rate plus hourly charges and actual charges don't support them.

  • The range isn't what my table says.

    • Check which band matches the shipment's volume or weight, and whether someone edited Low Hours or High Hours on the charge. A shipment larger than your top band gets the default range.

  • I see "The high end has to land above the low end."

    • Change the hours or direction on that row so the high end is above the low end, then click Save Changes.

  • My subtotal override disappeared.

    • A charge can't have both a range and a subtotal override. Click Remove Hourly Range, then set the override.

  • The customer sees one time instead of a range.

    • Set Pricing Display to Hourly Range in Send Estimate, and check that the moving labor charge has a range.

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