The standard price list for agency services

What are functions and what is their significance? How are global functions configured in the agency price list?

So that users can record time, first determine which functions (trades) exist in your Agenturverwaltung and at which hourly rates they are usually billed. Don't worry: deviations from the standard price list can be stored later in the customer accounts of individual customers.

Functions are a central element of Agenturverwaltung because they are a prerequisite for many fundamental actions in Agenturverwaltung. They facilitate the creation of estimates and are the basis for time tracking by users of Agenturverwaltung.

For this reason, we recommend configuring the agency price list with the most important functions at the start of using Agenturverwaltung. Subsequent adjustments and expansions are of course possible. You can find out how the agency price list is configured here:

The agency price list in Agenturverwaltung

Different hourly rates in different contexts

The hourly rates stored in the agency price list can be overridden in a customer account (job management > customer account). This allows differing conditions for a customer or a specific customer account to be taken into account.

Use cases for different price lists a) Your first customer has been with you for many years and therefore enjoys cheaper conditions. New customers, however, pay different hourly rates. b) You raise your prices at the turn of the year; ongoing projects are completed at the old hourly rates, new projects are billed at the new hourly rates c) Within a customer you maintain two customer accounts: one for the retainer day-to-day business that was agreed at cheaper hourly rates under an annual contract, and the other for project business beyond this quota, which is billed at the usual agency hourly rates.

Application of functions in time tracking

Functions are also relevant in the context of time tracking, since each time entry is linked to a function.

Example An art director, for example, records 2 h 30 min in the function "Graphic Design" on the job "Adidas Retail - POS Motifs 2021".

You can learn more about functions in time tracking here:

Functions

Functions in financial documents

Functions can also be used in financial documents - e.g. estimates - to calculate an item.

Example: An item group "Implementation Landing Page" contains two items 4 h Design (in the function "Art Direction") at 100.00 EUR = 400.00 EUR 6 h Content creation (in the function "Text") at 120.00 EUR = 720.00 EUR

You can find out how to use functions to create estimates here:

VAT in the estimate