Best Rate Billing

Three-role pitch build connected to one workflow.

Dispatch 1111 · Tech 1357 · Admin 2468

DISPATCH

Workflow Board

TECH

My Workflow

Working As

Jobs saved by Tech also remain visible on the Dispatch Workflow Board.

Weekly Productivity

MON–SUN

Labor Hours Charged Out

0.00 hrs

DISPATCH

Build Estimate / Invoice

Customer & Job

NO INVOICE # YET

Dedicated Customer Account Labor Discount %

Dedicated accounts receive a labor-only discount. Regular customers receive no automatic discount.

Saved Customer Customer / Company Email Phone Billing ZIP Unit / VIN / Plate Location / Site Work Order / PO Assigned Tech Status

Save/update this customer account

Invoice Items

Labor rate is fixed at $150/hr for this demo. Tech/Dispatch only enter the labor quantity/hours.

Parts / Repair Authorization

NOT REQUIRED

What is wrong / diagnosis Parts Needed Supplier / Store Customer Authorizes Parts Up To ($)

Complete in Morning Authorization

Use when approved parts/repairs cannot be completed until the next morning.

Authorized Not-To-Exceed Amount ($) Customer authorizes approved parts to be purchased and approved repairs to resume in the morning. If the customer later cancels, charges already properly incurred or committed under the authorization remain due, subject to company terms and applicable law. Authorized By

Gross Items$0.00

Subtotal$0.00

Tax$0.00

Total$0.00

Notes

Drafts, Estimates, and pending invoices can be deleted without Admin approval. Paid/completed invoices remain protected in history.

CUSTOMER COPY

Invoice Preview

CUSTOMER ESTIMATE

Customer copies never show Best Rate's internal part cost, markup percentage, markup amount, gross profit, or margin.

PRINT VERSION

Customer Document

CUSTOMER CLOSEOUT

Authorization & Payment

Authorization

By signing below, I certify and agree that I am the named cardholder or have lawful authority to use the payment method and bind the customer/company identified above; I requested, approved, received, and accept the services, labor, diagnostics, parts, towing/recovery, mileage, call-out, wait time, storage, taxes, and other itemized charges shown on the related work order or invoice; I authorize Best Rate Fleet Services to collect the final amount shown; and any written exceptions below are part of this authorization.

Written Exceptions / Unfinished Items Printed Name

I agree to the authorization above.

Payment

Payment Method Payment / Confirmation Reference

For PAID closeout: enter printed name, exceptions or NONE, capture signature, and check agreement.

Closeout Checklist
⬜ Printed Name ⬜ Exceptions/NONE ⬜ Signature ⬜ Agreement

ADMIN

Company Dashboard

Admin Control Board

ADMIN ONLY

Invoice setup, markup rules and standard charges.

Default Tax Rate (%) Shop Supply Fee ($) Fuel Surcharge ($) Service Call Fee ($) After Hours Fee ($)

Automatic Parts Markup — Locked

Tech and Dispatch cannot change markup. Admin PIN is required for a line-item override.

Internal Cost	Markup
$0–$1	200%
$1.01–$5	100%
$5.01–$10	75%
$11–$25	50%
$26–$150	45%
$151–$300	40%
$301–$500	30%
$501–$1,000	25%
$1,001–$5,000	20%
$5,001+	15%

Dedicated Customer Accounts

Create a saved company account and set its automatic discount percentage.

Company / Customer Name Default Discount % Service Tier Email Phone Billing ZIP Account Notes

Saved Accounts

Location Pricing

Location

Tax Rate % Labor Rate / Hr ($) Shop Supply Fee ($) Fuel Surcharge ($) Service Call Fee ($) After Hours Fee ($) Diagnostic ($) Hot Work Fee ($)

Parts Markup Schedule

Company-wide automatic schedule. Admin PIN required for any invoice line override.

Customer Service Tiers

Assign company accounts to Basic, Platinum, or Executive. Dedicated account discounts remain labor-only.

Employee Weekly Performance

Paid / Completed Invoices

Declined Estimates

Parts Profitability

Internal only — customer invoices never show cost, markup, profit, or vendor receipts.

Shop Inventory

Item / Part Name Part # / SKU Location Vendor Unit Cost ($) Qty On Hand Reorder Level Preferred / Par Qty

Monthly Expenditures / Overhead

Category Vendor / Payee Description Amount ($) Location Status Due Date Recurring Receipt / Tool Purchase Proof

Workflow Board

My Workflow

Weekly Productivity

Build Estimate / Invoice

Customer & Job

Invoice Items

Parts / Repair Authorization

Complete in Morning Authorization

Invoice Preview

Customer Document

Authorization & Payment

Authorization

Payment

Company Dashboard

Admin Control Board

Automatic Parts Markup — Locked

Dedicated Customer Accounts

Saved Accounts

Location Pricing

Parts Markup Schedule

Customer Service Tiers

Employee Weekly Performance

Paid / Completed Invoices

Declined Estimates

Parts Profitability

Shop Inventory

Monthly Expenditures / Overhead

Profitability & Leaderboards

Technician Revenue Leaderboard — This Week

Site Revenue Leaderboard — This Week

Accounts Receivable (A/R)

Accounts Payable (A/P)

History

Archived Customer Accounts

Internal Tool / Expense Receipts

Weekly Data

Best Rate Billing

Workflow Board

My Workflow

Weekly Productivity

Build Estimate / Invoice

Customer & Job

Invoice Items

Parts / Repair Authorization

Complete in Morning Authorization

Invoice Preview

Customer Document

Authorization & Payment

Authorization

Payment

Company Dashboard

Admin Control Board

Automatic Parts Markup — Locked

Dedicated Customer Accounts

Saved Accounts

Location Pricing

Parts Markup Schedule

Customer Service Tiers

Employee Weekly Performance

Paid / Completed Invoices

Declined Estimates

Parts Profitability

Shop Inventory

Monthly Expenditures / Overhead

Profitability & Leaderboards

Technician Revenue Leaderboard — This Week

Site Revenue Leaderboard — This Week

Accounts Receivable (A/R)

Accounts Payable (A/P)

History

Archived Customer Accounts

Internal Tool / Expense Receipts

Weekly Data

Customer Declined