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Accepting a Rate Request/Creating a Service Agreement

Last Updated November 1st, 2018 by Katie O'Brien

When someone has found your Company through Service Agent they can request your rates. You will know they've requested your rates because you will receive an email as well as an in-app notification. Once you approve the rate request your company’s rates will be available to the Company that sent the Rate Request.


How to Setup your Rates:

  1. Navigate to the Services and Rates area under the Administration section of the menu.
  2. Select the checkboxes next to the trades that your company services.
  3. Enter in your rates by Trade.
  4. Select Save Changes.

OR

Accepting a Rate Request:

  1. Navigate to the Rate Requests area under the Administration section of the menu.
  2. Select the green checkmark next to the Request you are Approving.

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