Advanced Rate Libraries: Multiple Agreements & Custom Crafts
Beyond the basics
You've imported an agreement, built a Labor Rate Build-Up, and set your schedules. As your rate library grows, CrewMix has more depth waiting: one build-up can span several agreements, you can add crafts that never came from a PDF, AI-import a whole build-up from your own spreadsheet, bundle the burdens you reuse everywhere, and keep the source documents attached to the agreement. None of it is required — reach for it when you need it.
One build-up, many agreements
A Labor Rate Build-Up isn't tied to a single agreement. On an LRBU profile, the Agreements (crafts for the preview) field is a multi-select: pick two or three agreements and every craft across all of them previews and prices through the same build-up. Leave it empty — All agreements (shared) — and the profile covers every agreement in your library, so one "standard markup" build-up can serve your whole book.
- Picking a branch first narrows the list to that branch's agreements.
- When a profile spans more than one agreement, the Preview grows an Agreement column so you can see which craft came from where.
Add crafts by hand or import them
Not every craft arrives on a Schedule A. There are two ways to add one that didn't:
- Add craft (by hand). On an agreement — or straight from a build-up's Actions menu — Add craft opens a dialog where you type the craft, its base wage, and its benefit components yourself. Adding one from a build-up files it in an automatic Custom crafts bucket and links it to that profile in one step. Reusing a fringe package you already typed on a sibling craft? Copy benefits clones it so you don't re-enter every line.
- Import craft (from another agreement). A build-up's Actions menu also has Import craft — pull a single craft out of a different, already-built agreement: pick the agreement, pick the craft, Import. CrewMix copies it in by value with a note of where it came from, so it's a snapshot that won't change if that agreement is edited later.
Import a whole build-up with AI
If your rates live in your own spreadsheet instead of a union Schedule A, you don't have to rebuild them by hand. Open Library → LRBU profiles and, from the Actions menu, choose Import build-up. Upload your build-up file — PDF, Excel, or CSV — and the AI reads it into a draft agreement, its pay rates, and a matching build-up profile in one review pass, just like the Schedule A import. Nothing saves until you confirm. Because these rates came from your own file rather than a union agreement, they're clearly badged No Schedule A everywhere they appear.
Reusable component groups
The same burdens ride on every build-up — payroll taxes, insurance, workers' comp, general liability. Type them once and save them as a component group: on the build-up, Save as group bundles your current cost rows under a name. Then on any other profile, Insert group drops the whole bundle in with one click.
- Groups have their own home under Library → Component groups, and you can share a group across the org or scope it to a branch.
- They're copy-on-insert: editing or deleting a group never touches build-ups that already used it — those keep their rows.
Keep the source PDF, export the rates
Every agreement has an Attachments area on its Details tab — attach the original Schedule A and any supporting cost docs as PDFs, then download or remove them anytime. The file lives with the agreement, so the source is one click away when someone questions a wage. (AI-imported build-ups attach their source file for you automatically.)
Going the other direction, the agreement's Actions menu has Export Excel — a workbook with the agreement, its holiday rules, and the full Craft Rates cross-table: every craft's wage and benefit components, with live formulas. Build-ups export the same way from their own Export Excel action. See Export estimates to Excel for the estimate side of exporting.
Good to know
- This is all optional depth. Just getting started? Do Import a Schedule A and Build an LRBU first, then come back for these.
- Custom and imported crafts price through your build-ups and estimates exactly like Schedule A crafts — nothing downstream treats them differently.
- As always, editing a rate, craft, build-up, or component group never silently reprices a saved estimate — each estimate keeps its own snapshot.