The Service Hourly Rate feature connects:
A service
A task
A time entry billable rate
When a user logs time against a task linked to a service, the system automatically applies the service’s hourly rate as the default billable rate on the new time entry. This prevents users from needing to manually select or calculate billing rates for each entry.
Configure service hourly rate
Step 1: Open project settings
Navigate to Projects
Select the project you want to update
Click the three dots (⋯) in the top-right corner
Select Settings
Step 2: Open the Billing tab
In Project Settings, select the Billing tab
Locate the Billable Rate section
Select Service Hourly Rate
Create a service with an hourly rate
To use this feature, the service must use the Per Hour billing type.
Steps
Navigate to Services
Create a new service or edit an existing service
Set the service type to Per Hour
Enter the hourly billing rate
Save the service
Assign a service to a task
After creating the service, assign it to the appropriate task.
Steps
Open the project task list
Create a new task or edit an existing task
Select the applicable service for the task
Save the task
Each task can be associated with a service that defines its billing rate.
Result
When a user creates a new time entry for a task linked to a service:
The system automatically applies the associated service hourly rate
The service rate becomes the default billable rate on the time entry
Users do not need to manually enter billing values
This helps standardize billing across projects with multiple service types.
Supported billing types
This option is available for the following project billing types:
Time & Materials
Fixed Fee
Retainer
What happens to time entries in each scenario
Action | Effect on existing time entries | Effect on new time entries |
Associating a service to a task | No change to existing time entries | New time entries use the service’s hourly rate |
Changing the service on a task | No change to existing time entries | New time entries use the updated service’s hourly rate |
Removing a service from a task | No change to existing time entries | No hourly rate will be applied for new time entries |
Updating the service’s hourly rate | No change to existing time entries | New time entries use the updated service’s hourly rate |
Changing the project’s billable rate to Service-based | You can apply the service rate to all past entries using the Update Billable Rate modal | New time entries use the service’s hourly rate |
Changing the project’s billable rate from Service-based | You can apply the service rate to all past entries using the Update Billable Rate modal | Future entries will use the new project rate setting |