Once you've set up your Job Types and the fees associated with it, you can also create client‑specific fee lists to cater to your clients. When you set up and assign these client specific fee lists, Titan Office automatically distributes those fees to the clients you select. The next time clients with a custom fee list place an order, Titan Office automatically shows them the custom fee you provided for them instead of the default fee associated with their order. To create a custom fee list:
From the Fees section of Titan Office, click Define Client Fees on the left.
Click Add Fee Table to create a new fee list. Or, select an existing fee list and click Edit Fee Table to open and edit an existing list.
In the screen that appears:
Type a name that identifies this fee list (like ABC Mortgage's Fees, for instance).
For any products that you need to add to this client specific fee list, click Add New, use the drop down to Select a product from the active product list and enter the Default Fee, and Default Turnaround. Check the appropriate boxes for where the product should be visible. Then, click Save.
To remove a product from this client specific fee list, just select the product, click Delete Selected above and then click OK to confirm that you wish to remove it from your fee list.
For existing products in the fee list, select the product and click Edit Selected above, then change the fee, turnaround, notes, or other details for the product, and click Save to apply changes.
When you're finished, click Back to List.
Once you've created all of the client specific fee lists you need, you must assign them to your clients.