Best Rate Billing
Three-role pitch build connected to one workflow.
Dispatch 1111 · Tech 1357 · Admin 2468
DISPATCH
Workflow Board
TECH
My Workflow
Jobs saved by Tech also remain visible on the Dispatch Workflow Board.
DISPATCH
Build Estimate / Invoice
Customer & Job
Invoice Items
Labor rate is fixed at $150/hr for this demo. Tech/Dispatch only enter the labor quantity/hours.
Gross Items$0.00
Subtotal$0.00
Tax$0.00
Total$0.00
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.
Payment
For PAID closeout: enter printed name, exceptions or NONE, capture signature, and check agreement.
Closeout Checklist
⬜ Printed Name ⬜ Exceptions/NONE ⬜ Signature ⬜ Agreement
⬜ Printed Name ⬜ Exceptions/NONE ⬜ Signature ⬜ Agreement
ADMIN
Company Dashboard
Admin Control Board
ADMIN ONLYInvoice setup, markup rules and standard charges.
Parts Markup Tiers
Dedicated Customer Accounts
Create a saved company account and set its automatic discount percentage.
Saved Accounts
Employee Weekly Performance
Paid / Completed Invoices
Declined Estimates
ADMIN · EMPLOYEE
