Automatically add rate items to your call using pricing rules!

Pricing rules allow service items to be automatically applied to calls on a per-account basis.

These rules can be added based on factors such as vehicle weight, reason, and number of days a vehicle has been held.

How to add pricing rules

• Go to the "Accounts" tab → Click on the desired account → Select "Modify Account" → Click on the "Rules" tab.
• Select the "Add Rule" button and choose what service item you'd like to be automatically added to calls
• Next, add your criteria for reason, weight, and/or how many days the vehicle has been held.
• Once finished, click the "Save" button.

HELPFUL HINT: To include the rate item on every call for that account, simply leave the reason field blank.

If you have any questions about pricing rules, we'll be here waiting to answer them for you!

Pricing rules are available in ALL plans!