The Rate Card is the contract for each customer. It lives as a tab on the customer profile and is the source of truth for recurring revenue on that account.
Every row in the Rate Card represents one site you provide service at. The row tells you four things: what's on the ground (unit count and type), how often you service it (frequency), and what you charge per unit per billing period (rate and rate period). The unit is the vehicle for the service — the service is what generates revenue. When a customer pays you, they're paying for ongoing service, with the units being a precondition.
The Rate Card is internal-only — your customer never sees it. It's how you keep track of every commercial arrangement at a glance. From this tab you can also generate a draft Cycle Invoice with one click, which aggregates everything on the Rate Card for the current billing cycle into a reviewable invoice. The Rate Card never sends invoices on its own — you always review and send.
There are two sections in the Rate Card tab. Section 1 (Billing Summary) is the per-site contract data — every row can be edited in place, and the tab is not a read-only audit view. Section 2 (Customer Default Rates) is the customer's negotiated rates for products and services that aren't tied to a specific site — used when adding items to one-off jobs, quotes, or manual invoices. Recurring rows on Section 1 bill their own rate directly on the Cycle Invoice; they don't participate in a resolver. Job and quote line items resolve separately, most specific first: a site's Additional Charge, then the Customer Default Rate, then catalog price. See "How pricing is resolved" for the full picture.
If you bill for completed service visits instead of the contract (an event customer, for example), you can switch the customer's billing source to "Completed Work" — in that mode, invoices are generated from completed maintenance reports rather than the Rate Card. Most operators use Rate Card mode for ongoing customers and Completed Work mode only for one-off jobs.