You can set auto-pricing rules that automatically apply fees to an estimate if certain conditions are met.
Important: Before you set automation rules, you must first set your trip and travel fees, fuel surcharges, shuttle fees, and additional service fees. See this article for more details.
Navigate to Settings -> Tariffs -> Tariff Library or click here to go directly to the page.
Click the name of a tariff.
Click Auto-Pricing Rules.
Click Add Rule, enter a name for the rule, and click Add.
Locate the rule you created and select when the rule will apply.
Rule ALWAYS applies: Rule applies to all estimates.
If ANY of the following conditions are met: Rule applies if any conditions are met.
If ALL of the following conditions are met: Rule applies if all conditions are met.
Click Add Conditions, select which conditions must be met, then click Save Changes.
Note: Conditions won't apply if "Rule ALWAYS applies" is selected.
Click Select Fees, choose the fee(s) that will apply, then click Save Changes.
For help updating the default fee amount, see <this article>. You don't need to create separate fees for Double Drive Time or Include Travel Time in Estimated Time—they are automatically available.
Click the toggle to activate the rule, then click Save Changes.
When the conditions for a rule are met, the fees will automatically apply to the estimate. You can view and edit these fees under the Charges section of the estimate.
Example Fees
Rule ALWAYS Applies
If ANY conditions are met
If ALL conditions are met
