Product Support

Creating a Hazardous Materials Fee

You can set up a hazardous materials fee that is automatically added to all estimates, repair orders, and counter sales.

  • The charge is either a FLAT FEE or a PERCENTAGE of the parts and labor charges.

  • The fee can be removed from individual repair orders, estimates, and counter sales.

To charge a FLAT FEE for hazardous materials

  1. From the Setup menu or shortcut bar, select Company Setup.

  2. Select the Tax/Markups tab.

  3. In the Type drop-down list, select Parts & Labor, Parts Only, or Labor Only.

    • Parts Only: Fee only applies when parts are billed to a Job.

    • Labor Only: Fee only applies when labor, sublet or miscellaneous charges are billed to a Job.

    • Parts & Labor: Fee applies when parts, labor sublet or miscellaneous charges are billed to a Job.

    • Note: The Hazmat fee is applied to each Job on an Order matching the Parts and Labor criteria selected.

  4. Type the fee Amount.

  5. Select the dollar sign ($) after your selection, if desired.

    • Note: The Maximum Charge field is unavailable when the dollar sign ($) is selected.

  6. Select Apply Tax if the hazmat fee is taxable.

    • This is a materials handling fee so it is taxed using the Labor rate.

      • If your Labor % tax rate is set at zero, then this field is disabled.

  7. Click Submit

To charge a PERCENTAGE for hazardous materials

  1. From the Setup menu or shortcut bar, select Company Setup.

  2. Select the Tax/Markups tab.

  3. In the Type drop-down list, select Parts & Labor, Parts Only, or Labor Only.

    • Parts Only: Fee only applies when parts are billed to a job

    • Labor Only: Fee only applies when labor, sublet or miscellaneous charges are billed to a job.

    • Parts & Labor: Fee applies when parts, labor sublet or miscellaneous charges are billed to a job.

  4. Type the percentage in Amount.

  5. Select the percentage sign (%) after your selection.

  6. Type a Maximum Charge.

    • Note: If you leave this box at zero, the application assumes there is no maximum charge.

  7. Select Apply Tax if the hazmat fee is taxable.

    • This is a materials handling fee so it is taxed using the Labor rate.

      • If your Labor % tax rate is set at zero, then this field is disabled.

  8. Click Submit

Note: If you edit a hazardous materials fee that appears on any Estimate or Repair Order, the hazardous materials fee is updated on the Order.

  • Editing hazardous materials fee information does not affect Cashiered or Posted Orders, or Service History.