Price Matrix

Written by Parker VanderYacht

Updated 10 months ago

The Price Matrix is an advanced feature that allows for dynamic pricing on items based on fields that you choose (ex. the larger the square footage of a lawn, the higher the price of the job)

You can enable the Price Matrix by going to Settings > Preferences > Advanced Features

Once you have this feature enabled, you will now see the ability to create one when you create an Item & Service.

To see this, go to Resources > Items And Services > New Item with Rate Matrix

From here you can go to the Rate Matrix tab to create your matrix

Note: At the moment we can only pull data from custom fields. For example, if you wanted to pull lawn square footage for your matrix, you would have to create a custom field for properties and enter that data. Being able to pull from native fields will be added in a future update.

To add more dynamic prices, you can click the + Add Matrix button to add more lines.

For a great in-depth breakdown of our Price Matrix feature, click the banner below to watch this Copilot University video from Mike Callahan at SimpleGrowth!

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