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support:pricing_setup
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support:pricing_setup [2011/02/05 13:51] jshellhaas |
support:pricing_setup [2012/06/04 14:48] (current) edmondsj |
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| **Unless account-specific pricing has been defined and associated with an Account, the appropriate pricing for the Accounts is assumed to be "List" pricing - the designated default template for the combination of a Vehicle class/Service offering**. For example, in pricing a new call for Account ABC, DispatchDirectTM will use, if available, an account-specific template for the Vehicle Class/Service Offering that has been associated with Account ABC. If Account ABC does not have a different Pricing Template for the Vehicle Class/Service Offering, it will be priced at "List" (i.e., whatever template has been designated as the "Class/offering default"). | **Unless account-specific pricing has been defined and associated with an Account, the appropriate pricing for the Accounts is assumed to be "List" pricing - the designated default template for the combination of a Vehicle class/Service offering**. For example, in pricing a new call for Account ABC, DispatchDirectTM will use, if available, an account-specific template for the Vehicle Class/Service Offering that has been associated with Account ABC. If Account ABC does not have a different Pricing Template for the Vehicle Class/Service Offering, it will be priced at "List" (i.e., whatever template has been designated as the "Class/offering default"). | ||
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| + | {{:support:pricing_template.jpg|}} | ||
| ==== Creating New Pricing Templates ==== | ==== Creating New Pricing Templates ==== | ||
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| Before setting up Pricing Templates, you must first complete two, pre-requisite configurations: | Before setting up Pricing Templates, you must first complete two, pre-requisite configurations: | ||
| * **Definition of Classes/Offerings** - which defines the overall pricing structure or pricing "matrix". Vehicle Classes and Service Offerings should be thought of as the "rows and columns" of a two-dimensional pricing matrix. Pricing Templates are defined for the relevant "cells" within this matrix. There could be just one (the "List" pricing template) , or many (different templates for a number of different accounts). If you find that a required pricing template does not fit into the two-dimensional matrix - then you will need to add a new Vehicle Class and/or a new Service Offering (see Classes/Offerings). When a Call Taker enters a new call, she/he will be required to enter a Vehicle Class and Service Offering. DispatchDirectTM will automatically choose the appropriate pricing template for the account (from the two-dimensional matrix) using these two inputs. If there is not an account-specific Template associated with the account, DispatchDirectTM will apply the default pricing for this cell ("Class/offering default"). | * **Definition of Classes/Offerings** - which defines the overall pricing structure or pricing "matrix". Vehicle Classes and Service Offerings should be thought of as the "rows and columns" of a two-dimensional pricing matrix. Pricing Templates are defined for the relevant "cells" within this matrix. There could be just one (the "List" pricing template) , or many (different templates for a number of different accounts). If you find that a required pricing template does not fit into the two-dimensional matrix - then you will need to add a new Vehicle Class and/or a new Service Offering (see Classes/Offerings). When a Call Taker enters a new call, she/he will be required to enter a Vehicle Class and Service Offering. DispatchDirectTM will automatically choose the appropriate pricing template for the account (from the two-dimensional matrix) using these two inputs. If there is not an account-specific Template associated with the account, DispatchDirectTM will apply the default pricing for this cell ("Class/offering default"). | ||
| - | * **Definition of Shifts/Commissions** - which defines available options and influences rate decisions within a Pricing Template (see Shifts/Commissions). For example, pricing can be varied for each operational "shift" that has been defined. The choices from Shifts/Commissions are shown for reference on the Pricing template. The appropriate commission for the type of work (e.g., "base" rate for Standard Tow, Luxury Vehicles) as defined in each Pricing Template should be set in consideration of the decisions made for commission increases based on tenure or skills ("incentive rates"). For example, if "incentive" rates for tenure and skills are relatively high, then the "base" rates as defined in the pricing templates would probably be relatively low (see Shifts/Commissions). \\ | + | * **Definition of Shifts/Commissions** - which defines available options and influences rate decisions within a Pricing Template (see Shifts/Commissions). For example, pricing can be varied for each operational "shift" that has been defined. The choices from Shifts/Commissions are shown for reference on the Pricing template. The appropriate commission for the type of work (e.g., "base" rate for Standard Tow, Luxury Vehicles) as defined in each Pricing Template should be set in consideration of the decisions made for commission increases based on tenure or skills ("incentive rates"). For example, if "incentive" rates for tenure and skills are relatively high, then the "base" rates as defined in the pricing templates would probably be relatively low (see Shifts/Commissions). |
| + | |||
| + | === Shift determination === | ||
| + | |||
| + | The shift that the job is priced against is determined by the shift during which the job is assigned. | ||
| + | |||
| + | Example of shift determination: | ||
| + | |||
| + | ^ ^Period ^Charge ^ | ||
| + | ^1st shift |7AM through 11PM |$50 flat rate | | ||
| + | ^2nd shift |11PM through 7AM |$60 flat rate | | ||
| + | |||
| + | - If job is assigned at 10:59PM, the 1st shift pricing is used. | ||
| + | - If job is assigned at 11:01PM, the 2nd shift pricing is used. | ||
| + | === Pricing template identification === | ||
| + | |||
| Pricing Templates are identified by three variables - the combination of which must be unique \\ | Pricing Templates are identified by three variables - the combination of which must be unique \\ | ||
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| - Push "Save" - the previously Existing template will be replaced with the new modified template | - Push "Save" - the previously Existing template will be replaced with the new modified template | ||
| - DispatchDirectTM will confirm "Save successful" - note: the Template can not be edited in this state; to edit further - navigate away and then re-select | - DispatchDirectTM will confirm "Save successful" - note: the Template can not be edited in this state; to edit further - navigate away and then re-select | ||
| + | |||
| + | |||
| + | {{:support:new_templates.jpg|}} | ||
| ====Pricing Parameters==== | ====Pricing Parameters==== | ||
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| **Fixed/flat rate charge**: As the title implies, a fixed/flat rate charge is a pre-set dollr amount that gets applied to each and every call that uses the Template. As noted previously, there is flexibility to adjust this flat/fixed fee for shift differentials and/or weekend work. This differentiation is optional, but can be varied in each Pricing Template. For example, the charge for a Service Call could be the same for all shifts. Or, the night shift tow charge for Luxury Vehicles could be higher than the day charge for the same Vehicle Class. A weekend price premium can be charged in all, some, or none of the Pricing Templates. | **Fixed/flat rate charge**: As the title implies, a fixed/flat rate charge is a pre-set dollr amount that gets applied to each and every call that uses the Template. As noted previously, there is flexibility to adjust this flat/fixed fee for shift differentials and/or weekend work. This differentiation is optional, but can be varied in each Pricing Template. For example, the charge for a Service Call could be the same for all shifts. Or, the night shift tow charge for Luxury Vehicles could be higher than the day charge for the same Vehicle Class. A weekend price premium can be charged in all, some, or none of the Pricing Templates. | ||
| \\ | \\ | ||
| + | {{:support:fixed-flat.jpg|}} | ||
| **Hourly**: Choosing the alternative Hourly pricing approach, also triggers the specification of parameters needed to calculate the intended charges. Note: there is also an opportunity to incorporate the concept of hourly charges as a Labor charge (discussed below). Hourly charges as defined in this parameter are for the service or tow charge (e.g., cost of deploying the equipment - Labor charges would be in addition). Setting hourly rates requires the definition of four key variables: | **Hourly**: Choosing the alternative Hourly pricing approach, also triggers the specification of parameters needed to calculate the intended charges. Note: there is also an opportunity to incorporate the concept of hourly charges as a Labor charge (discussed below). Hourly charges as defined in this parameter are for the service or tow charge (e.g., cost of deploying the equipment - Labor charges would be in addition). Setting hourly rates requires the definition of four key variables: | ||
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| ***Beginning/End for Hourly Charges**: Status updates from drivers (each of which is recorded with a time stamp) create options for defining call duration: the beginning and end of hourly charges. For example, The start of hourly charges could begin when the call is dispatched, or when the driver arrives on-scene. The end of hourly charges could be when the vehicle is dropped, or when the driver is clear. These choices are specified in "Calculated from" and "to" | ***Beginning/End for Hourly Charges**: Status updates from drivers (each of which is recorded with a time stamp) create options for defining call duration: the beginning and end of hourly charges. For example, The start of hourly charges could begin when the call is dispatched, or when the driver arrives on-scene. The end of hourly charges could be when the vehicle is dropped, or when the driver is clear. These choices are specified in "Calculated from" and "to" | ||
| + | {{:support:hourly_tow.jpg|}} | ||
| ===Mileage=== | ===Mileage=== | ||
| The mileage tab is structured to record/store the typical //**rates**// associated with calculating charges for both Unloaded and Loaded miles. Blanks, if any, will be interpreted by DispatchDirectTM as "zeroes". \\ | The mileage tab is structured to record/store the typical //**rates**// associated with calculating charges for both Unloaded and Loaded miles. Blanks, if any, will be interpreted by DispatchDirectTM as "zeroes". \\ | ||
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| For example, the //approach// to Unloaded miles can be "calculated" from turn-by-turn estimates of the distance from the Home Base to the Incident location on the map. Or in the "rolling miles" alternative, Unloaded miles would be determined based on the difference in truck odometer entries at Arrived vs. Enroute. The implicit default for the company will be the settings in the "Cash/Call-In" account. For a motor club, the appropriate base for calculating Unloaded miles will also be part of that Account configuration/set-up | For example, the //approach// to Unloaded miles can be "calculated" from turn-by-turn estimates of the distance from the Home Base to the Incident location on the map. Or in the "rolling miles" alternative, Unloaded miles would be determined based on the difference in truck odometer entries at Arrived vs. Enroute. The implicit default for the company will be the settings in the "Cash/Call-In" account. For a motor club, the appropriate base for calculating Unloaded miles will also be part of that Account configuration/set-up | ||
| + | {{:support:mileage.jpg|}} | ||
| ===Labor=== | ===Labor=== | ||
| While for many calls there are no charges for "Labor", there is flexibility to incorporate this factor in the DispatchDirectTM pricing process. There are two different options that can be used to charge for labor. As with charges for (On-scene) Service Calls and Towing Charges (see above), the pricing approach for Labor is a binary choice - either Fixed/Flat Rate or Hourly. The charge for Labor is in addition to the basic tow charge, regardles of the method chosen. | While for many calls there are no charges for "Labor", there is flexibility to incorporate this factor in the DispatchDirectTM pricing process. There are two different options that can be used to charge for labor. As with charges for (On-scene) Service Calls and Towing Charges (see above), the pricing approach for Labor is a binary choice - either Fixed/Flat Rate or Hourly. The charge for Labor is in addition to the basic tow charge, regardles of the method chosen. | ||
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| **Fixed/flat rate charge**: As the title implies, a fixed/flat rate charge is a pre-set dollar amount for Labor that gets applied to each and every call that uses the Template. As noted previously, there is flexibility to adjust this flat fee for shift differentials and/or weekend work. | **Fixed/flat rate charge**: As the title implies, a fixed/flat rate charge is a pre-set dollar amount for Labor that gets applied to each and every call that uses the Template. As noted previously, there is flexibility to adjust this flat fee for shift differentials and/or weekend work. | ||
| \\ | \\ | ||
| + | {{:support:labor_fixed.jpg|}} | ||
| **Hourly**: Setting hourly rates for Labor is similar to the hourly set-up in Service/Tow Charges. However, the flexibility afforded in setting hourly rates for Labor requires the definition of an additional variable (included hours): | **Hourly**: Setting hourly rates for Labor is similar to the hourly set-up in Service/Tow Charges. However, the flexibility afforded in setting hourly rates for Labor requires the definition of an additional variable (included hours): | ||
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| * **Beginning/End for Hourly Charges**: Status updates from drivers (each of which is recorded with a time stamp) create options for defining call duration: the beginning and end of hourly charges. For example, The start of hourly charges could begin when the call is dispatched, or when the driver arrives on-scene. The end of hourly charges could be when the vehicle is dropped, or when the driver is clear. These choices are specified in "Calculated from" and "to" | * **Beginning/End for Hourly Charges**: Status updates from drivers (each of which is recorded with a time stamp) create options for defining call duration: the beginning and end of hourly charges. For example, The start of hourly charges could begin when the call is dispatched, or when the driver arrives on-scene. The end of hourly charges could be when the vehicle is dropped, or when the driver is clear. These choices are specified in "Calculated from" and "to" | ||
| + | {{:support:labor_hourly.jpg|}} | ||
| ===Upcharges=== | ===Upcharges=== | ||
| Given the volatility and upward trend in gasoline/diesel prices, the most common upcharge is for fuel. DispatchDirectTM provides the flexibility to define the level of increase (%) for a fuel surcharge and the Mileage charges to which this percentage will be applied. For example, if the total mileage charges were $20.00 and the fuel surcharge were 10%, a $2.00 fuel surcharge would be added to the ticket. Though uncommon, other user-defined upcharges can be added - e.g., to accommodate the requirements of particular customer segments such as special vehicle handling, additional administrative processes, extra insurance coverage, and/or verification procedures (e.g., taking pictures). | Given the volatility and upward trend in gasoline/diesel prices, the most common upcharge is for fuel. DispatchDirectTM provides the flexibility to define the level of increase (%) for a fuel surcharge and the Mileage charges to which this percentage will be applied. For example, if the total mileage charges were $20.00 and the fuel surcharge were 10%, a $2.00 fuel surcharge would be added to the ticket. Though uncommon, other user-defined upcharges can be added - e.g., to accommodate the requirements of particular customer segments such as special vehicle handling, additional administrative processes, extra insurance coverage, and/or verification procedures (e.g., taking pictures). | ||
| + | {{:support:upcharges.jpg|}} | ||
| === Discounts === | === Discounts === | ||
| The use of Discounts is most common when creating an account-specific pricing template for a new customer. If the pricing for the new customer is the same as in an Existing template, except that the new customer has negotiated a discount, then the Discounts feature makes it easy to create the new template for the new customer without recalculating all of the individual pricing parameters. DispatchDirectTM enables the application of one or two discounts, with flexibility to direct each discount to one or more of the "line items" in the pricing structure - reflecting the negotiations with the customer. | The use of Discounts is most common when creating an account-specific pricing template for a new customer. If the pricing for the new customer is the same as in an Existing template, except that the new customer has negotiated a discount, then the Discounts feature makes it easy to create the new template for the new customer without recalculating all of the individual pricing parameters. DispatchDirectTM enables the application of one or two discounts, with flexibility to direct each discount to one or more of the "line items" in the pricing structure - reflecting the negotiations with the customer. | ||
| + | {{:support:discounts.jpg|}} | ||
| === Extras === | === Extras === | ||
| "Extras" are generally add-on services that meet at least one of two criteria: | "Extras" are generally add-on services that meet at least one of two criteria: | ||
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| The approved list of "Extras" for a company is configured separately (Device Setup/Extras). However, the selection of appropriate Extras and the definition of the price for each of these Extras is set in each Pricing Template. Extras are added to a Pricing Template by clicking the "Add an extra to template" in the Extras tab in Pricing Parameters. A new row will be created for selection of an additional Extra and the entry of the appropriate price. | The approved list of "Extras" for a company is configured separately (Device Setup/Extras). However, the selection of appropriate Extras and the definition of the price for each of these Extras is set in each Pricing Template. Extras are added to a Pricing Template by clicking the "Add an extra to template" in the Extras tab in Pricing Parameters. A new row will be created for selection of an additional Extra and the entry of the appropriate price. | ||
| + | {{:support:extras.jpg|}} | ||
| ===GOA=== | ===GOA=== | ||
| GOA charges reflect the reimbursement due for responding to a service request from an Account, but finding that the vehicle to be serviced is no longer at the specified Incident location when the driver arrives. DispatchDirectTM provides flexibility to asses a flat charge for GOA, differentiated for shift differentials and/or weekend work as appropriate. There is added flexibility to charge for Unloaded Mileage - in addition to, or instead of, the fixed/flat charge. | GOA charges reflect the reimbursement due for responding to a service request from an Account, but finding that the vehicle to be serviced is no longer at the specified Incident location when the driver arrives. DispatchDirectTM provides flexibility to asses a flat charge for GOA, differentiated for shift differentials and/or weekend work as appropriate. There is added flexibility to charge for Unloaded Mileage - in addition to, or instead of, the fixed/flat charge. | ||
| + | {{:support:goa.jpg|}} | ||
| ===Commission=== | ===Commission=== | ||
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| Commission rates, just like charges to customers, can be differentiated by shift and weekend/weekday, as appropriate. This differentiation is available, but of course optional. In addition, DispatchDirectTM provides flexibility to apply the commission to the total cost of the service delivered, or just portions thereof - for example, just the standard charge for the Service/Tow Charge (e.g., excluding Mileage and Extras). | Commission rates, just like charges to customers, can be differentiated by shift and weekend/weekday, as appropriate. This differentiation is available, but of course optional. In addition, DispatchDirectTM provides flexibility to apply the commission to the total cost of the service delivered, or just portions thereof - for example, just the standard charge for the Service/Tow Charge (e.g., excluding Mileage and Extras). | ||
| + | {{:support:commission_2.jpg|}} | ||
| ===== Getting Started ===== | ===== Getting Started ===== | ||
| **Getting Started** - Suggestions | **Getting Started** - Suggestions | ||
support/pricing_setup.1296931899.txt.gz · Last modified: 2011/02/05 13:51 by jshellhaas
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