Steps
Open the fee library
From the workspace menu choose Fees. The library holds every fee structure your firm uses. Only administrators and users with the fee role can edit it.
Create a fee structure
Choose a fee type: once-off, recurring, rate card, milestone or paired. Give it a name, a category and, if your firm segments clients or services, a segment.
Set the rules
For a rate card, enter roles and rates and an hours range if the fee is estimated. For a recurring fee, set the period and an optional minimum monthly amount. For any hourly fee, add a not to exceed cap if you use one.
Add discount rules
Discount rules define the discounts your firm allows, so a creator picks from them rather than typing a number.
Bundle fees you sell together
A bundle groups fee structures that usually go in one proposal, so a creator adds the set in one step.
Use them in a proposal
In a proposal's fee page, add rows from the library. The row computes from the structure and shows its basis.
Fee types
| Type | What it is | Example |
|---|---|---|
| Once-off | A fixed fee charged once | Phase 1 diagnostic, $45,000 |
| Recurring | A fee charged per period, with an optional minimum | Monthly retainer, $7,500 per month, 12 months |
| Rate card | Roles and rates, with an optional hours range | Senior consultant $320 per hour, 60 to 90 hours |
| Milestone | Payments tied to deliverables | Design sign-off $30,000, pilot complete $30,000 |
| Paired | A fee that always travels with another | Setup fee paired with a subscription |
Architecture and engineering firms also have phase and discipline layouts and percentage of construction cost. See architecture and engineering fee layouts.
Still stuck? Email support@feebeaver.com. Professional plans get a reply within 1 business day; Firm plans get priority support.