Finish Your Estimates Faster With A Rate Matrix

In this video, I will show you how to set up a rate matrix within Service Autopilot. Setting up a rate matrix will help make your estimates more automated and consistent.

We’ll use lawn maintenance as an example; with a rate matrix, and you can say all yards between a quarter of an acre and a half-acre, you are going to charge $45. You can also say that it should take approximately forty minutes for one man to complete. With Service Autopilot, you always enter the time as if only one man will be doing the work. Then the system will automatically adjust the time based on how many people are working.

Why should you use a rate matrix?

A rate matrix will make your billing and estimating more streamlined and consistent. We love that it allows you to increase the quantity and offer a lower price or discount items purchased in bulk. However, there are many different ways that you can use the rate matrix with SA.

Current SA Member?

If you are a current Service Autopilot member, we can help you set up a matrix for you and other features in SA. Contact us to streamline your operations and get the most out of your CRM.

Are you looking for software to manage your service-based business?

If you are not a current member and considering using Service Autopilot contact us first. As a Service Autopilot Certified Advisor, we can give you the customized setup you are looking for with your Service Autopilot account. We will also get you trained on everything you need to know to not only run your business but to help you grow your business.

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