Set Up a Labor Class

Navigation:

Dashboard → Settings → Labor Class.

Labor Classes allow you to define different labor rates for your shop. These rates are applied when creating estimates, repair orders, and invoices, ensuring accurate and consistent labor pricing.

Review Labor Classes

On the Labor Class screen, you can:

• Search for a labor class

• View labor class name

• Labor rate per hour

• Status (Active or Inactive)

• Action (Edit)

Create a New Labor Class

To add a new labor rate, click Create New in the top-right corner.

In the New Labor Class window:

• Enter a Labor Class Name

• Enter the Labor Rate (per hour)

• Optionally mark the class as Default

Click Save to add the new labor class.

Labor Classes give you flexibility to charge different rates based on job type, technician expertise, or service category, helping you maintain accurate pricing and better control over margins.

Set Up a Pricing Matrix

Navigation:

Dashboard → Settings → Pricing Matrix.

The Pricing Matrix lets you automatically apply markups or margins to parts and supplies based on cost ranges. This helps standardize pricing, protect margins, and remove guesswork when creating estimates and repair orders.

When you first open the Pricing Matrix section, you’ll see an empty state with a Create New button. Any matrices you create will appear here and can be managed, edited, or deleted later.

Create a New Pricing Matrix

Click Create New to start building a matrix.

At the top, enter a Matrix Name. Optionally mark it as Default if you want it applied automatically.

In the Amount Range section, the first field is uneditable. However, you can edit the Markup (%).

Click on Add Range to create tiered pricing. Set a starting value. The value in the first range will change according to the starting value in the second range. 

Set an ending value and edit or keep Markup (%) the same. Repeat the process to add ranges. 

Note: By default, a single range is created (0.00 → beyond). This works for simple pricing setups.

You can add or remove ranges (3 dots next to Margin (%) to match your pricing strategy. This is useful if you want lower-cost parts marked up differently from higher-cost parts.

Once all ranges and values are set, click Save.

Your pricing matrix will now be available for use across estimates and repair orders, helping ensure consistent, automated pricing across your shop.

FAQs

Can I change the default appointment duration later?

Yes. You can update the default appointment duration at any time from Dashboard → Settings → Appointment Settings. Changes will apply to new appointments going forward and won’t affect appointments that are already booked.

What happens if I don’t set a default labor class?

If no labor class is marked as default, you’ll need to manually select a labor class each time you create an estimate or repair order. Setting a default labor class helps speed up job creation and ensures consistent labor pricing.

When should I use a Pricing Matrix instead of manual part pricing?

A Pricing Matrix is ideal if you want consistent, automated pricing based on part cost ranges. It removes guesswork, protects margins, and ensures parts are priced uniformly across estimates and repair orders—especially useful for shops handling a wide range of part costs.