After setting up an area, you'll be asked to pick a rate from the surface categories list. You can select a category you've previously defined in the settings or craft a custom rate.
Once a category has been chosen, you will be prompted to choose an individual surface/rate. Again you can choose from the pre-made rates from your settings, or create a custom rate.
Once you've made your surface selection, it gets added to the area. From there, you can either edit that surface or continue adding more!
How to edit a surface
Click directly on the surface or select the three dots to the right:
From there, you have the flexibility to modify labels, edit rates, adjust dimensions, switch products, and access advanced options. Additionally, you can add and fine-tune prep and painting hours, coats, and pricing for a fully customized experience!
📝 NOTE: Editing a rate within an estimate only alters that particular rate and won't impact the preset rates stored in the account settings. For instance, if you modify the rate for baseboards from 25lnft/hr to 15lnft/hr while creating an estimate, this change will solely apply to that specific rate within that particular area.
Creating Custom Rates
📝 NOTE: Creating a custom rate will not save to your account settings. After you've made and saved the custom rate, it will only be visible in that specific area on the estimate and cannot be reused. If you anticipate using it more often, consider setting up the rate within your account settings so that it can be utilized for future estimates.
When adding a surface to the area select create custom rate.
You will then be able to create a rate from scratch and customize all aspects.
Reach out to our support team for any questions!