How to Set Up Service Fees

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Service Fees

To create a service fee:

1. Go to System > Setup > System Setup > Labour > Service Fees.
2. Click Create Service Fee.
3. Enter a Fee Name.
4. Enter the Fee Charge and Included Labour details, and select a Sales Tax as required.
   • Note that profit and loss is calculated based on a service fee’s included labour time, relative to its sell price. If the service fee does not have any included labour time, the gross profit is calculated as 100%.
5. Under Options, select:
   • Set as default service fee for new customers to automatically add the fee to every new customer.
   • If you selected the previous check box, select Update all existing customers to this service fee if required.
   • Any new service quotes / jobs created for a customer with a service fee are created with the service fee added automatically.
6. Click Create.​

To edit a service fee:

1. Go to System > Setup > System Setup > Labour > Service Fees.
2. Click the service fee you wish to edit.
3. Make changes as required.
4. Click Save.

To delete an individual service fee, go to System > Setup > System Setup > Labour > Service Fees and click the icon on the applicable service fee, then click OK.

Alternatively, delete multiple service fees at once by selecting their check boxes, or alternatively, selecting Select All, then click Delete > OK.

To assign a customer-specific service fee to a customer:

1. Create a service fee as normal.
2. Ensure that it is not set as the default service fee.
3. Create or open a customer card file as normal.
4. Go to Rates > General.
5. Select the Service Fee from the drop-down list.
6. Click Save and Finish.

This service fee is automatically added to any jobs and quotes created for this customer.

You can add a service fee to a job / quote either from the Job / Quote Setup page, or in the Parts & Labour tab of the created job / quote.

Add a service fee in the Job / Quote Setup page

You can add a service fee when first creating a job / quote from the Job / Quote Setup page. You can only do this for service jobs / quotes.

To add a service fee:

1. Create a new job / quote as normal.
2. Click the Optional tab.
3. Clear the Leave as default rate check box.
4. Select the service fee from the Call out / Service Fee drop-down list.
5. Click Save and Finish to save and close the quote / job or click Next to continue building the quote / job.

Add a service fee in the Parts & Labour tab

In the Parts & Labour tab of a job / quote, you can add multiple service fees.

To add a service fee to a job or quote:

1. Create or open a job / quote.
2. Go to Parts & Labour > Billable > Call out / Service Fee.
3. Select a fee from the drop-down list.
4. Click Add.
5. Click Save and Finish.

The Breakdown table used a service fee’s Time relative to its Sell Price to calculate profit and loss. Adjusting the Price of the service fee does impact the cost, unless there is labour Time included in the service fee.

Need additional help?

Try Walk Me Through, our step-by-step guidance tool, to create service fees.

In Simpro Premium, go to Help > Walk Me Through and search Service Fees.

Learn more in How to Use Walk Me Through in Simpro Premium.