Agreement Work Types Tab
The Work Types tab lets you override the rates and billing rules that were set in the Work Type Setup Table — but only for this agreement. Add a row for a specific work type to change just that type, or add a row with no work type selected to apply the override to all work types at once (useful for flat-rate agreements or blanket discounts).
Fields
Location — Scope the override to a specific location. Leave blank to apply to all locations.
Work Type — The work type to override. Leave blank to affect all work types on this agreement.
Rate Type — How the override calculates the billing rate:
| Rate Type | Rate | Result (if Std. Rate = $100) |
|---|---|---|
| Custom | $200 | $200 (replaces the standard rate entirely) |
| Adj Amount | $25 | $125 (adds $25 to the standard rate; use a negative value for a discount) |
| Multiplier | 1.5 | $150 (multiplies the standard rate by 1.5) |
Rate — The value used by the selected Rate Type (dollar amount or multiplier).
Bill Time — Default billing status for time entered against this work type: Billable, Do Not Bill, No Charge, or No Default.
Site — Restrict the override to a specific customer site address. Leave blank to apply to all sites.
Agreement — Defaults to the current agreement. Change this if you need the override to apply to a different agreement.
Effective Date — The first date this override applies. Defaults to today.
Note: If you are back-dating an agreement, set the Effective Date before the earliest time entry you want to override. If the effective date falls after a time entry, ConnectWise will not apply the custom rate to that entry.
End Date — Select the checkbox and choose a date to set an expiry. Leave blank for no end date.
Min Hours / Max Hours — Minimum and maximum hours per time entry record for this work type. Leave blank to apply no limit. Refer to the Work Type Setup Table for details on how min/max interact with rounding.
Round Bill Hours To — Enter an increment (e.g. 0.25) to round billable hours up to the nearest fraction. With 0.25, a 17-minute entry rounds to 0.50. Any minimums set in the Work Type Setup Table are also rounded by this value.
Hour limits and overage rates
Use Limit To, Overage Rate Type, and Overage Rate together when an agreement covers a work type up to a cap, after which time bills at a different rate.
Limit To — The maximum hours this agreement covers for the selected work type. Hours beyond this cap use the Overage Rate Type and Overage Rate instead.
A few rules that are easy to miss:
- Limit To only works when the work type is covered. If the work type is not covered, ConnectWise ignores the Limit To value entirely and uses Overage Rate Type and Overage Rate for all time.
- If the work type is covered and there is a value in Limit To, overage time uses Overage Rate Type and Overage Rate.
- If Overage Rate is left blank, ConnectWise falls back to the Rate Type and Rate fields for overage pricing.
Overage Rate Type — Same options as Rate Type: Custom, Adj Amount, or Multiplier. Applied to time over the Limit To cap.
Overage Rate — The value used by the selected Overage Rate Type.
Example: An agreement covers unlimited hours, but caps onsite work at 5 hours per month. After 5 hours, onsite time bills at a discounted rate. Set Limit To = 5, then configure Overage Rate Type and Overage Rate to reflect the discounted price. The limit resets based on the Available Per setting in the agreement’s Application Parameters.