Finance•
3 min read
•Updated October 2026
Setting Up Service Rate Cards
Standardize your pricing and save time during project quoting by maintaining master Rate Cards in My Finance.
Creating a New Rate Card Entry
To add a service to your master rate schedule:
1Go to My Finance > Rate Cards.
2Click '+ Add Rate' or open the Rate Card modal.
3Enter Service Name (e.g. 'Software Localization', 'Subtitling').
4Choose Billing Unit (Word, Page, Hour, Minute, or Project).
5Set Default Rate and Currency Code (e.g. USD 0.12).
6Specify Delivery Turnaround (e.g. '24-48 Hours').
7Add an optional Service Description to clarify scope.
8Save the rate card entry.
Using Rate Cards During Project Setup
When you launch a project in My Projects, selecting a service automatically applies the rate card unit price, eliminating manual calculation errors.
Pro Tip
Client-specific rates set in My Clients will override the master rate card when creating projects for that specific account.
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