A Rate Card row represents one declared unit type at one site you service for the customer. To add one, open the customer profile, click the Rate Card tab, and click "Add Service Location" at the top of the Billing Summary table — or open the site's card on the Sites tab and click Service Plan. Both paths open the same Service Plan modal.
The form has two sections. Recurring Service is where you set up what you charge: Unit Count (how many units of this type are at this site), Unit Type (a picker over your product catalog, or free text for a one-off type), Service Rate (the dollar amount per unit per billing period), Rate Period (Per Month, Per 28-Day Cycle, Per Week, or Flat), and Service Frequency (how often a driver visits — Weekly, Bi-Weekly, Monthly, Twice Monthly, Daily, or On Call). Additional Charges is where you add secondary fees that bill alongside the main service: damage waivers, fuel surcharges, hand wash station add-ons. Each additional charge has its own rate period.
The address you enter for the service location is the contractual site address — the legal place this billing arrangement applies to. If you need to mark precise spots within the property (gates, trailer pads, specific corners) for driver navigation, you add those as GPS Pins on the Sites tab after the address is created. Addresses are contracts. Pins are placements.
A site isn't limited to one unit type. Click Add another unit type in the Service Plan modal to declare a second (or third) unit type at the same address — Standard PT and ADA and a hand-wash station can all live at one site as three separate rows, each with its own count, rate, and frequency.
Once saved, the row appears in the Billing Summary table with a calculated Cycle Value (what it bills per cycle) and rolls into MRR normalized across rate periods so the total is comparable. Flat-rate rows and rows with an unknown frequency are excluded from MRR because they aren't predictable recurring revenue — everything else, including On Call, counts. If a row has a missing or $0 rate, it's flagged in the Flagged column with a "Fix rate" action — you can still generate invoices but the line item will read "(rate not set)" so the customer-facing total is obviously wrong and forces a fix.
Expand any row to see and assign specific tracked unit numbers (#1019, #1020) to that site without creating a delivery job. The Rate Card is the registry of what's where — declare units here, and they become available to place at GPS Pins for driver navigation. Frequency also drives PortaPro's nightly job generation: rows due within your configured lead days get an unassigned service job automatically (On Call rows are the exception — they never auto-schedule).