In addition to lump sum and unit price billing, Siteline now supports time and materials billing. After adding a list of rates, you’ll be able to generate invoices, add backup, and send them to your customers.
Adding a rate table
Before you create any T&M projects, you'll need to add a rate table (also known as a price list) to Siteline.
From the billing home page, click on the three vertical dots in the top right corner. From the drop down that will appear, click View rate tables.
To edit an existing rate table, choose one from the list and then click Edit.
To create a rate table, click + New rate table. To add items to the rate table manually, click Enter manually, add a title to the rate, and if needed, add an effective and expiration date. Click Add new rate table group to add categories, and then Add rate to add prices. When you’re done, click Save. You can make changes, including adding, removing, or editing the effective or expiration dates, at any time.
You can also upload a list of rates from Excel. After clicking + New rate table, choose the Import option. Follow the instructions for downloading our template, editing it, and uploading the formatted document. Once your rate table has been added, you can edit it at any time.
Creating a T&M project
Onboarding
To create a T&M project, click + New project, choose Time & Materials, and then indicate if your project does or does not hold retention. After adding your project information, click Create project.
When choosing forms, you can choose your company defaults, copy forms from another project, or upload new forms to be processed. Here are more details on how to add new forms to Siteline.
During the onboarding process, you’ll be asked which rate table you’d like to use for the project. You can add a brand new rate table, duplicate one that already exists and make changes for that project, or you can choose an existing one.
If there are fees associated with the job, you can add them here. Click + Add fee to add details. When a general fee is created, that same fee is added to each of the categories as defined by the rate table. You can edit the fees by clicking on the pencil icon next to the fee.
If you have fees that are only associated with specific categories, click on the Category-based fee drop down, then click + Add category fee to add them. If you have a category fee that’s different from the general version of that fee, such as having a general overhead of 10% but having a category whose allowable overhead is only 8%, you can override that fee.
You can adjust any fees later by going to the project settings and then scrolling down to the T&M fees section.
Invoicing
To create a new pay app, click + Add new pay app. Choose a date for when it is due, then click Create.
Within the invoice, add quantities for the items you would like to bill that month. If you need to add additional items that you will bill for that month but not regularly, you can click the + Add line item option at the bottom of the screen. You can indicate which rate table category the item should be added to, or leave it in the Uncategorized category. If you need to bill against that line item every month, you should consider adding it to the rate table itself.
If a rate table that is attached to a project is edited, Siteline will warn you that you are saving changes to a rate table that is in use. On any pay app that was created before the change, you will see a warning letting you know that the table has been updated and asking you if you’d like to use the updated rates on your pay app. All new pay apps will use the updated set of rates.
When you have completed your pay app for the month, click Generate forms to view and sign your final pay app submission.