My Roof CRM

Pricing methods: automatic vs manual, and quantity formulas

Understand how automatic pricing is computed, when a manual override makes sense, and attach a quantity calculation so a product's quantity comes from roof measurements.

Advanced 10 minOwner / manager· Last checked 2026-10-03

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Price = (Material + Labor) × (1 + Margin ÷ 100). That is automatic pricing. Manual pricing is simply typing the price; the costs are kept for reference but no longer drive the price.

Quantity calculations are separate: a formula on a product that turns measurement tokens into a quantity, such as bundles of shingles from roof area and waste. Items with a formula become "calculated lines" in quotes and refresh when measurements change (after your review).

By the end you can

  • State the automatic price formula
  • Decide between automatic and manual pricing
  • Write and test a quantity formula with rounding

Before you start

  • A product to attach the formula to
  • Familiarity with the token names in Settings → Measurements

Step by step

  1. Check the pricing method of an item/pricing/productlist

    Edit any item. Read whether it says "Automatic pricing is active" or "Manual price override is active".

    You should see: "Calculated from costs: $X" is shown in both cases so you can compare.

  2. Open the calculation dialog/pricing/productlist

    In the table click "Calculation" on the shingles row.

    You should see: Dialog "Quantity calculation for <product>" with Formula, Tokens picker, Rounding, Quoted unit, Available tokens and "Test your formula".

  3. Write the formula/pricing/productlist

    Type a formula using tokens, for example [@roof.total_area_sqft * (1 + @roof.waste_percent / 100) / 33]. Use the Tokens picker to insert names without typos.

    You should see: The formula validates; unknown tokens are flagged.

  4. Rounding and unit/pricing/productlist

    Set Rounding to "Round up" (you cannot buy half a bundle) and Quoted unit to BDL.

    You should see: Options: No rounding, Round to 2 decimals, Round up, Round down, Nearest integer.

  5. Test and save/pricing/productlist

    In "Test your formula" enter sample values (area 2400, waste 10) and read the result. Save.

    You should see: The Measurement column in the table now shows the formula is attached.

Tips

  • Keep margins in the item, not in the quote, so every rep quotes the same price. Use quote adjustments for one-off discounts.
  • A formula that references a token the job's snapshot does not have produces quantity 0 and a "Missing measurements" note in the quote.

Questions people ask

Can a formula reference another product?
No. Formulas use measurement tokens only. Derive quantities for accessories from the same roof tokens.

Related lessons

Apply measurement changes to a quote

When measurements change, review the new quantities for every calculated line, see blocking issues and preserved overrides, and apply them before sharing.

Roof measurementsIntermediate6 min

Measurement tokens and categories (Settings)

See the standard tokens such as @roof.total_area_sqft, add categories and tokens for the things your estimators capture, and disable the ones you never use.

Roof measurementsAdvanced6 min

Add and edit product items

Create a product with name, unit and description, set material and labour costs with a margin or type a manual price, mark tax-exempt items, and edit existing rows.

Price list & pricingBeginner6 min

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