Can a formula reference another product?

No. Formulas use measurement tokens only. Derive quantities for accessories from the same roof tokens.

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

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /pricing/productlist · Guide last checked 2026-10-03

0 of 8 ticked · remembered in this browser

Preconditions

A product to attach the formula to
Familiarity with the token names in Settings → Measurements
A shingle product without a formula, and a job with active measurements to show the result in a quote.

Steps

1. Check the pricing method of an itemDo: Edit any item. Read whether it says "Automatic pricing is active" or "Manual price override is active".Expect: "Calculated from costs: $X" is shown in both cases so you can compare.Actual:
2. Open the calculation dialogDo: In the table click "Calculation" on the shingles row.Expect: Dialog "Quantity calculation for <product>" with Formula, Tokens picker, Rounding, Quoted unit, Available tokens and "Test your formula".Actual:
3. Write the formulaDo: 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.Expect: The formula validates; unknown tokens are flagged.Actual:
4. Rounding and unitDo: Set Rounding to "Round up" (you cannot buy half a bundle) and Quoted unit to BDL.Expect: Options: No rounding, Round to 2 decimals, Round up, Round down, Nearest integer.Actual:
5. Test and saveDo: In "Test your formula" enter sample values (area 2400, waste 10) and read the result. Save.Expect: The Measurement column in the table now shows the formula is attached.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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.

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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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