Formula Pricing

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Formula Pricing
Define a formula to calculate the task price based on variables such as quantity, lead tech time, addl tech time, answers to questions, etc.


Go to ->More -> List Management -> Quotes, Jobs, & Invoices -> Tasks: New Task Pricing Method - Formula

Select a task and modify the task or add a new task

Choose formula as the Pricing Method


Under Current Pricing select "Add" to add a formula or select the ellipsis on an existing record to view the history and/or make changes.


On and existing formula once in the history to make a change click the ellipsis to get the options to modify or delete.


Use the codes section to help set up formulas, click on the codes to copy.


Once you have your formula in click validate to see if your formula will work


If your formula is not quite right you will get a prompt of things to check


Need more room to work, click the box with the arrow sticking out to open the note in a larger format


When complete, click OK to save when exiting