How to set up price matrix ranges

Modified on Mon, 15 Jun at 8:35 PM

INTENDED SEARCHES: price matrix range, range from, range to, rate, hours, cost


Use price matrix ranges when a service has structured prices based on ranges.


Steps:

1. Open the service or price matrix area.

2. Select the service the pricing rule belongs to.

3. Add the range from value.

4. Add the range to value.

5. Select recurrence type if pricing changes by frequency.

6. Select rate type if available.

7. Enter the rate.

8. Enter estimated hours if used.

9. Enter cost if used.

10. Save the range.


Before saving, check:

- Ranges do not overlap unless your company intentionally allows that.

- There are no missing gaps in common ranges.

- Rate, hours, and cost are entered correctly.

- The rule is connected to the correct service.


Why this matters:

Incorrect ranges can make estimates calculate incorrectly or force office staff to manually override prices.


Support note:

If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.


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