Rate Sheets

A rate sheet is a reusable pricing template chrt applies to a task group to generate the line items on a statement. Couriers maintain three kinds of rate sheet at the same time: one for what shippers pay you, one for what you pay each driver, and (when you’re sub-dispatching to a partner courier) one for what you pay them. This page walks the create flow for each.

Before you start

Rate sheets attach to task groups, not to orders — on a multi-leg shipment each leg can use a different sheet. See Orders for the task group model.
The same rate sheet can be set as a default on a connection or a driver profile so it auto-applies, or attached one-off to a specific task group at dispatch time.
All three rate sheet kinds (SPP, PPD, PPP) live at the same chrt.com/rate-sheets page; you pick the payment vector when you create.

1. Open the rate sheets list

Open chrt.com/rate-sheets. The page lists all rate sheets owned by your org. Filter by service kind:

Service kind	Use for
Ground	Over-the-road shipments priced by distance and surcharges.
Flights	Air cargo legs priced by airline + service type.
OBC	On-board courier (hand-carry) priced as a day rate.

Each row shows the rate sheet name, service kind, payment vector (SPP / PPD / PPP), and an archive state.

2. Pick the payment vector

The payment vector is what makes the rate sheet “yours to shippers” vs. “yours to drivers” vs. “yours to partner couriers”. When you create, pick the vector that matches who’s paying whom:

Payment vector	Short	Direction	Use for
Shipper-pay-provider	SPP	Shipper → you	What shippers (or forwarders) pay you to run their freight.
Provider-pay-driver	PPD	You → driver	What you pay your own drivers per job.
Provider-pay-provider	PPP	You → partner	What you pay a partner courier you’re sub-dispatching to.

The same physical job can have an SPP sheet and a PPD sheet at the same time. The SPP sheet generates the line items shippers see on their bill from you; the PPD sheet generates the line items drivers see on their pay. The difference between them is your margin.

3. Create a shipper-pay-provider (SPP) rate sheet

This is the sheet shippers and forwarders see when they place orders against your org. Set one as the default on each shipper connection so it auto-applies to incoming orders.

Go to chrt.com/rate-sheets and click Create rate sheet.
Pick Ground (most common), Flights, or OBC for the service kind.
Pick Shipper-pay-provider as the payment vector.
Give the sheet a clear name (e.g., “ACME → JFK ground”, “Standard SPP ground”, “Saturday rates”).
Fill in the rate fields (see Ground rate fields below for the ground breakdown).
Optionally restrict the sheet to specific cargo types or vehicle types — a sheet with dangerous_goods listed will only apply to task groups carrying those cargo types.
Save.

Then open the relevant shipper or forwarder’s connection at chrt.com/connections and set this sheet as the default SPP rate sheet for that connection. From then on, every order they send you auto-applies the sheet.

4. Create a provider-pay-driver (PPD) rate sheet

This is the sheet that determines what each driver gets paid. It’s invisible to shippers — only your org and your drivers see PPD line items.

Open chrt.com/rate-sheets and click Create rate sheet.
Pick the service kind (usually Ground for road drivers).
Pick Provider-pay-driver as the payment vector.
Name the sheet (e.g., “Standard driver pay — ground”, “Owner-op rate”, “Apprentice rate”).
Fill in the rate fields — same field shape as an SPP ground sheet, just with the values you want to pay the driver.
Save.

Open a driver’s profile at chrt.com/drivers and set this sheet as their default PPD rate sheet. It’ll preselect in the assign-driver dialog every time you dispatch this driver, so you can confirm in two clicks instead of building the rate ad-hoc.

5. Create a provider-pay-provider (PPP) rate sheet

This is the sheet that determines what you pay a partner courier you’re sub-dispatching to — for example, a courier in another city you hand a leg off to.

From chrt.com/rate-sheets click Create rate sheet.
Pick the service kind and choose Provider-pay-provider as the payment vector.
Name the sheet (e.g., “Partner network — ground”, “ACME Couriers ground rate”).
Fill in rate fields and save.
Open the partner courier’s connection at chrt.com/connections and set this sheet as the default PPP rate sheet for that connection.

When you dispatch a task group to that partner courier, chrt attaches the PPP sheet automatically and generates the line items you owe them on each job.

Ground rate fields

Whichever payment vector you pick, ground rate sheets share the same field shape. The most-used fields:

Field	What it represents
Base mileage	Distance covered by the base rate (e.g., 15 miles). Jobs shorter than this are billed at the flat base rate.
Base rate	The flat USD rate that covers the base mileage.
Additional mileage	Per-mile USD rate above the base.
Long-distance surcharge	Optional extra per-mile rate that kicks in past a configurable distance.
Fuel surcharge	Per-mile fuel surcharge USD.
Wait time	Free wait window (minutes) and the per-minute rate after that.
Extra stops	Per-instance USD for stops beyond the standard pickup-and-deliver pair.
Dangerous goods	Per-instance surcharge for hazmat.
After-hours / weekend / holiday	Per-instance surcharges for off-hours work.
Cargo types / vehicle types	Restricts which task groups the sheet applies to.

Flights rate sheets use airline name, service type, quantity, and rate. OBC rate sheets use a single day rate. See Billing primitives for the full field reference.

Edit, copy, or archive a rate sheet

Open a rate sheet from the list to see its detail page.

Edit — change any field. Edits apply to future task groups that reference the sheet; line items already generated against the previous values don’t retroactively change.
Copy — start a new sheet pre-populated from this one. Use copies to build seasonal variants, weekday/weekend pairs, or per-customer tweaks.
Archive — hide the sheet from selection on new task groups without deleting it. Historical references stay intact.

Build one baseline sheet per service kind per payment vector, then copy and tweak for variants (specific shippers, dangerous-goods-only, after-hours, etc.). Naming the variants clearly (“ACME — DG only”, “Standard PPD ground — weekend”) saves time when you’re picking a sheet during dispatch.

How to know it worked

The new rate sheet appears in the Rate sheets list under the right service kind and payment vector.
If you set it as a default on a connection or driver profile, the sheet preselects in the relevant dialog (assign-driver, draft preview, partner detail page).
When a task group runs against the sheet, line items appear on the order’s Financials tab with values derived from the sheet’s fields.

If something looks different

You can’t find a sheet you just created. Check the service kind filter — the list defaults to Ground; if you created a Flights or OBC sheet, switch the filter.
The sheet isn’t auto-applying on incoming orders. Confirm you set it as the default on the right shipper or forwarder’s connection — not org-wide. Defaults are per-connection.
Line items look wrong on a finished job. Open the rate sheet’s detail page and confirm the field values. Remember that edits don’t retroactively change line items already generated.
You don’t see “Provider-pay-driver” as an option. That payment vector is provider-mode only — confirm your org is in Provider mode.
Contact hi@chrt.com if a rate sheet behaves unexpectedly.

Dispatching — where you attach a PPD sheet at driver-assignment time.
Drivers — set per-driver default PPD rate sheets.
Connections — set per-shipper SPP defaults and per-partner PPP defaults.
Billing — how rate sheets roll up into statements.
Billing primitives — the Rate Sheet / LIG / Statement model in detail.