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!
β