sync: auto-sync from GURU-5070 at 2026-05-25 12:33:44

Author: Mike Swanson
Machine: GURU-5070
Timestamp: 2026-05-25 12:33:44

.claude/commands/syncro-emergency-billing.md

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+# Syncro Emergency / After-Hours Billing
+
+Rules for applying emergency or after-hours labor premiums in Syncro tickets.
+
+---
+
+## Definitions
+
+| Term | Meaning |
+|---|---|
+| **Normal hours** | 9:00 AM – 5:00 PM, Monday–Friday |
+| **After-hours** | Before 9 AM or after 5 PM on weekdays, or any time on weekends/holidays |
+| **Emergency** | Customer explicitly requested emergency or same-day rates |
+| **Same-day** | Work done same day it was requested, during normal hours — only billable as emergency if customer requests it |
+
+---
+
+## When to Apply the Premium
+
+**Claude-created tickets:** Apply emergency premium **only if explicitly requested** by the customer or instructed by Mike/Howard.
+
+**Suggest it** (do not apply automatically) when:
+- Work is performed after-hours or on a weekend
+- Ticket notes indicate the customer called in urgently outside normal hours
+
+Do not apply for same-day work unless the customer asks for the emergency rate.
+
+---
+
+## Ticket Subject Prefix
+
+| Condition | Prefix |
+|---|---|
+| Customer explicitly requested emergency rates | `Emergency -` |
+| Work performed outside normal hours (not customer-requested) | `Afterhours -` |
+| Normal hours, no emergency request | No prefix |
+
+Examples:
+- `Emergency - Servers down, HP ProLiant host powered off`
+- `Afterhours - Printer not connecting after office hours`
+
+---
+
+## Billing Method — Two Scenarios
+
+### Step 1: Determine if Customer is a Block Customer
+
+Check customer notes in Syncro for "block hours," "prepay hours," or "prepaid." Block customers have invoices with $0.00 totals and line item descriptions containing "Prepay Hours."
+
+Known block customers as of 2026-05-25: Valley Wide Plastering (VWP), Dataforth Corporation, Cascades Retirement Properties. Always verify — blocks can be exhausted or moved to QB tracking.
+
+---
+
+### Scenario A — Block / Prepaid Hours Customer
+
+Use **two line items**, both using the same standard labor product as the non-emergency work:
+
+| Line | Product | Qty | Description |
+|---|---|---|---|
+| 1 | Standard labor product (see table below) | Actual hours worked | Description of work performed |
+| 2 | Same standard labor product | 0.5 × line 1 qty | `Emergency/Same day rate` |
+
+**Example:** 1 hour of emergency remote business on a block account:
+- Line 1: `Labor - Remote Business` (1190473) — 1.0 hr — "Emergency remote - Servers down, powered on via iLO"
+- Line 2: `Labor - Remote Business` (1190473) — 0.5 hr — "Emergency/Same day rate"
+
+Reference: Invoice 67594 (VWP, 2026-05-12), Ticket #32269.
+
+---
+
+### Scenario B — Non-Block / Direct Billing Customer
+
+Use a **single emergency labor product** for the full hours worked:
+
+| Customer type | Product | Product ID | Rate |
+|---|---|---|---|
+| Business | Labor - Emergency or After Hours Business | 26184 | $262.50/hr |
+| Residential | Labor - Emergency or After Hours Residential | 42584 | $202.50/hr |
+
+**Example:** 4 hours of emergency business work, direct billing:
+- Line 1: `Labor - Emergency or After Hours Business` (26184) — 4.0 hr
+
+Reference: Ticket #32188 (VWP, direct billing, 2026-04-22).
+
+---
+
+## Standard Labor Products (Reference)
+
+Standard non-block business rate: **$175/hr**. Emergency premium is 50%, so $175 × 1.5 = $262.50 (product 26184).
+
+| Service type | Product | Product ID | Rate | Notes |
+|---|---|---|---|---|
+| Remote Business | Labor - Remote Business | 1190473 | $175.00/hr | Non-block cash billing |
+| Onsite Business | Labor - Onsite Business | 26118 | $175.00/hr | Same rate as remote |
+| In-Shop Business | Labor - In Shop Business | 573881 | $175.00/hr | |
+| Block/Prepaid (any type) | Labor - Remote Business | 1190473 | $0.00 | Price = $0; draws from block in hours |
+| Remote Residential | Labor - Remote Residential | 1190471 | $100.00/hr | |
+
+---
+
+## Straddle (Mixed Normal + Emergency Hours)
+
+If work begins during normal hours and continues into after-hours (or vice versa):
+- Ask: "Does the after-hours portion warrant splitting the labor?" (brief overlap usually doesn't)
+- If splitting: bill normal hours on standard product, after-hours/emergency portion on the appropriate emergency product or as a second prepay line
+
+---
+
+## Products NOT to Use
+
+| Product | ID | Why not |
+|---|---|---|
+| LLF - Remote Labor (Emergency/Afterhours) | 145022 | Legacy contract product, no longer applicable |
+| Fee - On-Site Business Emergenc | 45871 | Not in current use — do not add without explicit instruction |
+| Fee - On-Site Residential Emerg | 45870 | Not in current use — do not add without explicit instruction |
+
+---
+
+## Quick Decision Tree
+
+```
+Was emergency rate explicitly requested by customer?
+  YES → Apply premium (see billing method below)
+  NO  → Is work happening after-hours or on a weekend?
+          YES → Suggest emergency rate to Mike/Howard; do not apply automatically
+          NO  → Bill at standard rates, no prefix
+```
+
+```
+Is customer a block/prepaid customer?
+  YES → Two line items: actual hrs (standard product) + 0.5x hrs (same product, "Emergency/Same day rate")
+  NO  → One line item: emergency product (26184 business / 42584 residential) for full hours
+```

.claude/scheduled_tasks.lock

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