Changing Rate And Tax Settings In ProDemand

by Abagail Lucero

Do you need to change labor rates for your quotes in Mitchell 1 ProDemand? There are many useful financial settings that can be changed in ProDemand shop settings.

First, select the “Account Name Drop down” drop down menu and select “Shop Settings.”

The “Shop Settings” window will open up. At the top of this window you can select different tabs. For financial settings we will stay on the “Rates & Taxes” tab.

Under the “Labor Rates” section you can set up to ten types of rates. You can change their description and their rate per hour. You can then select which of these three you will use on each line item of a quote.

Under the “Tax Rates” section you can adjust your labor & parts tax rates to match local laws.

Under the “Parts Prices” section you can select a percentage that will automatically be added to the price of a part.

Under “Shop Supplies” and “Hazardous Materials” sections you can set these respective charges for your quotes. This can be a dollar amount or a percentage. You can also choose if this cost is taxable or not.

These are all important settings that will need to be adjusted for every shop. We have set up ProDemand to make these settings extremely user friendly.

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About the Author

Abagail Lucero

Abagail Lucero is the Product Marketing Manager for ProDemand. She joined the company in 2011 as a member of the SocialCRM shop marketing team and has served in many roles at Mitchell1, lastly as Security and Compliance Supervisor. Abagail holds a Bachelor of Science degree from California University of Pennsylvania.