Creating a Surcharge Schedule

This article will explain how to create a fuel surcharge schedule and then apply it to a job/product.

Creating a Surcharge Schedule

1. Click Billing & Reporting
2. Click Billing Settings
3. Click Manage Surcharge Schedules
4. Give the Surcharge schedule a name, type, and rate.

Name: This is the name that you will select the schedule by in the rest of the system
Type: Currently we support Mileage and Percentage based surcharge schedules
Rate: This is the given rate for the surcharge schedule. Example: 15% for Percentage-Based or $0.05 for Mileage based.

See how to assign a schedule Here:

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