Auto Pricing - Pricing Matrix

Auto Pricing - Pricing Matrix

Set up a Pricing Matrix on a task

Set up pricing matrix on a task by going to More → List Management → Quotes, Jobs, & Invoices → Tasks Options → Tasks  

Click ‘Add’ to create a new task.

Highlight a task and click ‘Modify’ to edit it.

Choose "Pricing Matrix" for the task on the Pricing Method

Define Questions

Questions will be used to calculate the price. 

Add Questions to your task, by clicking the question box and type in your question.

Then select your answer source by clicking on the ellipsis. Choose from a list. Learn more about task lists.

To create a new list of answers, click create new list, give your list a name and type in your answers.

You can also create a new list by going to More-> List Management-> Quotes, Jobs, & Invoices -> Task Options-> Task Lists.

If you have a large list (example: a list of measurements) we recommend you use the import feature. Copy/Paste is another time saving feature when creating a list.

Once you create a list it may be used for multiple tasks.

Then check the boxes to determine if and where the questions will be printed.

The example task will be using 3 questions, Depth, Surface Type, and Length.

Using the check boxes under Pricing Matrix Options, Question 1 and 2 are checked and will

be multiplied by the answer from question 3.

Different branches can have different pricing, select the branch where you are adding the pricing matrix. Then click 'View Pricing Matrix'.

Inside the 'Pricing Matrix' window click 'Create New' and select the 'Matrix Effective Date' (a.k.a the date the pricing will begin).

Add pricing to the pricing matrix. The buttons to the right that say 'Import', 'Copy...', and 'Paste To...' are nice time savers.

If all 4" depths are the same pricing, click copy-> all pricing and hours ->select the rows to paste -> click paste to-> Selected Rows Only

Also ordering by in columns is helpful if you want to price out one surface type all at once.

See the video above at the 6:00 minute mark for more help.

Keep prices updated or offer seasonal pricing by adding a new pricing matrix.

Click 'Create New' and select an effective date.

In the example new prices will start July 1st, then go to get prices -> select the pricing matrix you want the prices from

Now that some prices are loaded, we want to change them for next year. 

An easy way to do this is to use Change Price By: Percent or Dollars. We want to increase all the prices by 2%

In Change Price By: we put 2.00 and then selected percent in the drop down list. Then check the boxes of all the prices 

you want changes or click the top most check box, then click-> 'Apply to Selected'. Now all the prices will be increased by 2% starting July 1st

See the video above at the 13:00 minute mark for more help.