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.
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.
Rough runtime
5:05
Scenes
7
Lesson
5.3 · Price list & pricing
File name
05-03 pricing-methods-and-calculations.mp4
Before you record
- A shingle product without a formula, and a job with active measurements to show the result in a quote.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
The viewer is assumed to have: A product to attach the formula to; Familiarity with the token names in Settings → Measurements.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Pricing methods: automatic vs manual, and quantity formulas | /pricing/productlist | Title card, then the first screen of the lesson. | This is the lesson that turns My Roof CRM from a document tool into an estimator: automatic pricing and quantity formulas. |
| 1 | 0:2054s | 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". | Every item is either automatic or manual. The dialog always shows what the calculated price would be, so you can see how far your manual price drifts. |
| 2 | 1:1454s | Open the calculation dialog | /pricing/productlist | In the table click "Calculation" on the shingles row. | Calculation is where the product learns to count itself. |
| 3 | 2:0854s | 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. | Total area, plus waste, divided by the coverage of one bundle, thirty-three square feet. That is bundles of shingles. Pick tokens from the list so the names are exact. |
| 4 | 3:0254s | Rounding and unit | /pricing/productlist | Set Rounding to "Round up" (you cannot buy half a bundle) and Quoted unit to BDL. | Round up, because suppliers do not sell half bundles, and set the quoted unit. |
| 5 | 3:5654s | Test and save | /pricing/productlist | In "Test your formula" enter sample values (area 2400, waste 10) and read the result. Save. | Test with a real roof: 2,400 square feet, ten percent waste, eighty bundles. Save, and every quote that adds this item will calculate from the job's measurements. |
| 6 | 4:5015s | Recap & next lesson | /pricing/productlist | Hold on the finished result, then the end card. | Your products can now price and count themselves. Next: bulk import and export with Excel. |
Narration, in order
0. Intro: Pricing methods: automatic vs manual, and quantity formulas
0:00 · 20sTitle card, then the first screen of the lesson.
This is the lesson that turns My Roof CRM from a document tool into an estimator: automatic pricing and quantity formulas.
1. Check the pricing method of an item
0:20 · 54sEdit any item. Read whether it says "Automatic pricing is active" or "Manual price override is active".
Every item is either automatic or manual. The dialog always shows what the calculated price would be, so you can see how far your manual price drifts.
Show before cutting: "Calculated from costs: $X" is shown in both cases so you can compare.
2. Open the calculation dialog
1:14 · 54sIn the table click "Calculation" on the shingles row.
Calculation is where the product learns to count itself.
Show before cutting: Dialog "Quantity calculation for <product>" with Formula, Tokens picker, Rounding, Quoted unit, Available tokens and "Test your formula".
3. Write the formula
2:08 · 54sType 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.
Total area, plus waste, divided by the coverage of one bundle, thirty-three square feet. That is bundles of shingles. Pick tokens from the list so the names are exact.
Show before cutting: The formula validates; unknown tokens are flagged.
4. Rounding and unit
3:02 · 54sSet Rounding to "Round up" (you cannot buy half a bundle) and Quoted unit to BDL.
Round up, because suppliers do not sell half bundles, and set the quoted unit.
Show before cutting: Options: No rounding, Round to 2 decimals, Round up, Round down, Nearest integer.
5. Test and save
3:56 · 54sIn "Test your formula" enter sample values (area 2400, waste 10) and read the result. Save.
Test with a real roof: 2,400 square feet, ten percent waste, eighty bundles. Save, and every quote that adds this item will calculate from the job's measurements.
Show before cutting: The Measurement column in the table now shows the formula is attached.
6. Recap & next lesson
4:50 · 15sHold on the finished result, then the end card.
Your products can now price and count themselves. Next: bulk import and export with Excel.
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