Project Rates in Tread
A guide for dispatchers, billing staff, and anyone setting pricing inside Tread.
Project Rates lets you define a complete pricing rulebook on a project. Set the rules once, and the system matches the right rate to each job, syncs changes across active orders, and locks in pricing when work completes.
Contents
1. The big idea
Instead of overriding tickets when pricing varies by truck, material, or site, you define the rules once on the project. The system picks the right rate as jobs are dispatched.
Each rate has three values:
Customer rate — what the customer is charged
Vendor rate — what the vendor or carrier is paid
Driver rate — what your internal driver earns (can inherit from the vendor rate)
Conditions narrow when a rate applies. Matching runs at the job level, when equipment is assigned.
Tip: Check Use vendor rate and add-ons for driver rate to keep the driver rate in sync with the vendor rate automatically. |
2. Setting up rates on a project
Open any project and find the Freight Rates panel.
Adding a rate
Click Add another rate.
Name it clearly (e.g., Tri-Axle Gravel from Main Quarry).
Enter the customer, vendor, and driver rates — or inherit the driver rate from the vendor.
Optionally add conditions (see Section 3).
Save.
Managing rates
Rates appear as accordion rows — expanded shows full pricing, collapsed shows a summary with condition chips.
Duplicate to clone and tweak.
Delete any rate, as long as one remains.
Add as many as you need — there's no limit.
3. Conditions, add-ons, and rate cards
The four conditions
Use any combination — one, several, or none.
Condition | Controls | Examples |
Pickup Site | Where material is picked up | Main Quarry, South Pit |
Dropoff Site | Where material is delivered | Downtown Lot, Highway Depot |
Equipment Type | The truck or trailer assigned | Tri-Axle, Belly Dump, End Dump |
Material | What's being hauled | Gravel, Asphalt, Sand |
A rate with no conditions is your project-wide default — the fallback when nothing more specific matches.
Add-ons
Supplementary charges layered onto a rate — fuel surcharges, standby fees, driver reimbursements. Attach via the … menu on any rate row.
Important: When the matched rate changes, the previous add-ons are cleared and replaced with the new rate's add-ons.
Account-specific rate cards
Reusable pricing starting points for accounts with standing agreements. Pull them into any rate row from the … menu.
Rate cards = baseline pricing for an account
Project rates = project-specific exceptions
Update a rate card once and every project using it picks up the change.
Rate ordering: most specific wins
Rates sort from fewest conditions (default) to most conditions (most specific), with alphabetical order as a tiebreaker.
# | Conditions | Customer | Vendor |
1 | Main Quarry · Tri-Axle · Gravel | $15/ton | $8/ton |
2 | South Pit · Tri-Axle · Gravel | $13/ton | $7/ton |
3 | Main Quarry · Belly Dump · Gravel | $10/ton | $6/ton |
4 | Belly Dump · Asphalt | $12/ton | $7/ton |
5 | (no conditions — default) | $11/ton | $6/ton |
Rates 1–4 fire only when their conditions match. Rate 5 catches everything else.
Watch for duplicates: If two rates have identical conditions, you'll see a warning. The first-listed rate wins — reorder them or change one to make it unique.
4. How rates flow into orders
The project's full rate list appears on every order form. The Rates Synced With Project chip confirms the order is reading from live project rules.
Order ↔ project sync
While an order is active, edits flow both ways — no separate copy to maintain.
Edit at… | Updates… |
Project | All open orders for that project |
Order | The project + other open orders |
Completed order | That order only (already stamped) |
Star a rate
Star one rate to force it onto every job on the order, bypassing condition matching. Useful for flat-rate hauls. Only one starred rate at a time.
What happens when an order completes
Rates are stamped — the system snapshots them onto the order and breaks the live connection. After stamping:
Project rate changes no longer affect the order.
Reopening the order keeps the stamped rates.
Edits on the order don't flow back to the project.
This guarantees billing reflects the pricing in effect when the work was completed.
5. How rates land on jobs
How the system picks the rate
Starred wins instantly — no further checks.
Most specific beats less specific — three conditions beats two, two beats one.
Default catches everything else.
Matching runs at the job level, when equipment is assigned (the system needs all four conditions to match). If you change the truck, pickup, dropoff, or material, the rate re-evaluates automatically.
If no project rate matches, the system falls back to your company's rate cards.
Sacred rule: Manual overrides are never replaced by automatic matching. The system always retains the recommended rate so you can revert. |
Manual override
Three places to manually pick a rate:
Edit Job form — fix a single job
Edit Rate form — same controls plus direct value edits
Invoice — swap or override at billing (see Section 6)
The selection modal shows the system's best match at the top. If you pick something that doesn't match the job's conditions, a warning flags it as manual.
Mobile
Rates on mobile aren't view-only. You can:
Edit a single job's values, add-ons, or rate card
Override the system match
Bulk-edit across multiple jobs from the order screen
Bulk editing on mobile acts as a manual override — the matched rate card is replaced with your values.
6. Invoices
From the Payables and Receivables tab on an invoice, you can swap in a different rate or edit the customer rate value directly.
Invoice-level edits apply to that invoice only — the job, order, and project rates stay untouched.
7. Migrating from Current Rates
Existing pricing was migrated automatically — no re-entry needed. Your previous site-based pricing now appears as rates with a Pickup Site condition, with the same matching behavior preserved.
You can layer in additional conditions (dropoff, equipment, material) when ready, but migrated rates work as-is.
8. Watch-outs
No project? Create rates directly on the order.
Add-ons get replaced when the matched rate changes. To apply universally, attach the add-on to every rate that could match.
Site Rates were migrated automatically — no re-entry needed.
9. FAQ
How many rates can a project have? No limit.
What if pricing matches multiple rates? Most specific wins; alphabetical order breaks ties. The matched rate shows on each job.
Can I edit rates on an order without affecting the project? Not while the order is active — edits sync both ways. Once the order completes, rates are stamped and edits stop syncing. Job/invoice edits never sync.
How do I lock a specific rate to a specific job? Manually pick it via the Edit Job or Edit Rate form. Manual selections stick.
How do I price a whole order at one rate? Star the rate on the order. It overrides all condition matching.
Why doesn't my completed order show my latest project edits? Completed orders are stamped — they hold a snapshot from when the work was completed.
What if no rate matches a job? The system falls back to your company's rate cards. To guarantee a match, keep one project rate with no conditions as your default.
Where can I get help? Your Tread Customer Success contact, or the Help Center.
10. Full Demo Video: