YOUR HOSTS
Meet the people behind the session
Jayden Chang
Co-founder and Head of Product,
Clue
Clue
Sawyer Kirchmeyer
Business Development Rep, Clue
Madeline Sherry
Head of Business Development, Clue
Live Webinar
Types, factors, books, assignments, equipment charges, invoices
Save Your Seat
Free recording sent to all registrants
Why it matters
Jayden Chang and Sawyer Kirchmeyer will lead a 30 minute walkthrough. A 15 minute live Q&A follows.
Rate Types, Rate Factors, Rate Book, Rate Assignments, Equipment Charge, and Invoices.
Open Rate Types; create the building blocks of a rate; review Code, Name, and Status.
Open Rate Factors; set values by organization or project; use overrides and Bulk Edit.
Open Rate Book; create a book; add rate lines, charge periods, dates, and assignments.
Assign rates by asset type, product class, or asset; set amounts; read the rate source.
Open Equipment Charge; review the timeline, stages, and totals; create a charge.
Open Invoices; create drafts by project and period; review statuses and actions.
Bring your Rates questions for 15 minutes of live Q&A.
45 minutes. 30 minute walkthrough. 15 minutes of live Q&A. The recording goes to everyone who registers.
Free recording sent to all registrants
Thursday, November 19, 2026 · 10:00 AM Los Angeles / 1:00 PM New York