Setting Up Your Default Pricing

The current V2 pricing page stores the residential rates used by the single-screen estimate builder. Sent proposal revisions keep their locked price; new estimates and repriced unsent drafts use the active saved configuration.

Open Pricing Configuration

1. Open Settings in the Business section of the V2 sidebar.
2. Select Pricing configuration near the top of Settings.
3. Wait for the saved configuration to load before making changes.

Current V2 does not use More Tools, a Pricing Manager accordion, Save & Activate, or a separate version-history panel.

Residential Service Rates

The page shows always-visible sections for the supported residential pricing inputs:

• House wash: base price, price per square foot, minimum price, and story multipliers
• Windows: exterior-only rate, interior-and-exterior rate, screen-removal rate, and minimum price
• Sidewalks & walkways: price per linear foot, price per square foot, and minimum price
• Driveway: price per square foot and minimum price
• Deck: material-specific price per square foot and minimum price
• Patio: material-specific price per square foot and minimum price
• Fence: material-specific price per linear foot and minimum price
• Roof cleaning: price per square foot, half-roof multiplier, minimum price, and roof-material multipliers
• Gutters: price per linear foot and minimum price

Enter money values in dollars. A multiplier such as 1.3 means the base calculation is multiplied by 1.3, or increased by 30%.

Global Settings

• Global minimum ticket: the minimum total for the supported residential calculation
• Fallback sales tax rate for unmapped states: enter percentage points, such as 6 for 6%, rather than 0.06
• Estimate expiry, days: the default expiration window for a new estimate

Red Line Settings

Open Settings > Pricing and find the Red Line section. It contains:

• Enable Red Line, Show own commissions to reps, Allow commission exports, and Enable Rehash Department switches.
• Service base, upside, and add-on commission rates, plus near-floor and healthy-upside thresholds.
• A default floor percentage and supported per-service floor percentages.
• When Rehash is enabled, controls for template A/B testing, auto-enrolling unsold quotes, and the Day 21 and Day 90 offers.

Red Line access for an individual teammate is managed separately from pricing configuration in Settings > Team > Permissions. Owner, Admin, and Sales representative roles allow access by default; Office and Crew roles deny it by default. A saved member-level allow or deny overrides that role default, and Use role default removes the exception. For an assigned estimate, floor details appear only when Red Line is enabled and both the viewer and the assigned teammate have access. Commission previews have an additional permission rule; see Residential Estimates and Commissions.

V2 does not provide a manager override control for pricing below the floor. Below-floor estimates still require approval before sending, even when the viewer cannot see private floor amounts.

Margin Settings

Open Margin settings to configure the private cost inputs used by the residential estimate margin card:

• Target margin %
• Crew pay model: Commission percentage or Hourly rate
• Crew pay rate % or Hourly crew rate, depending on the selected model
• Franchise fee %; enter 0 when it does not apply
• Material cost for every active residential service

An explicit zero-dollar service cost is valid and differs from an unset field. If any revenue-bearing service is missing a cost, the estimate shows Cost needed instead of an incomplete margin. Hourly crew pay also requires the authorized user to enter estimated hours for each offered estimate option.

These values and every calculated margin are internal. They do not appear on customer proposal pages, portal responses, PDFs, emails, or text messages. Only teammates with Manage pricing can read or change them.

Save the Configuration

1. Review every changed field.
2. Select Save & Activate.
3. Wait for the saved confirmation before leaving the page.

Select Reload to discard the unsaved on-screen copy and fetch the current saved configuration again. Existing sent proposals remain immutable when pricing changes.

Asphalt Maintenance Rates

Pricing configuration on this page does not cover asphalt maintenance. To sell sealcoating, crack fill, striping, or patch repair, open the Price Book and select Add asphalt maintenance items to seed V1's five default items and rates for review; edit any rate there before selling it. See Asphalt Maintenance for the full flow, including the measurement panel on the Generic Quote.

V1 Pricing Manager Reference

V1 also provided package-tier editing, maintenance-plan discount administration, a live sample preview, saved version history, restore controls, and broader shared price-book/catalog administration through its Pricing Manager. V2 exposes Red Line and Rehash configuration in Settings > Pricing, but does not provide V1's manager override workflow or the other listed Pricing Manager controls.

Next Steps

• Create an Estimate in Current V2
• Review the Residential Estimating V1 Boundary
• Review Current V2 Office Navigation