The big picture
In Tread, rates flow downhill: Project → Order → Job → Invoice → Settlement. You set rates once at the top, and they automatically carry through to everything below. Three rules explain almost all of the behavior:- Rates flow down automatically. A change at a higher level updates everything below it that’s still active.
- Active items stay in sync. Open orders, jobs, and unapproved invoices all receive rate changes.
- Finished items are locked. Completed or canceled orders and approved invoices keep the rates they had — later changes won’t touch them.
Projects and orders
When you change rates on a project, the change automatically applies to all of its open orders (pending, in progress, on hold, accepted, or rejected). It works both ways: changing rates on an open order updates the project, which then updates its other open orders. Completed and canceled orders are locked — they keep the rates they were finished with, and project rate changes won’t affect them. Whenever you change rates, you can choose which orders the change applies to. If you skip an order, it becomes independent of the project and stops syncing. Independent orders can be updated with new project rates later, but that’s a one-time push — it doesn’t reconnect them. Duplicating or copy-and-editing an order always pulls the latest rates from its project.Orders and jobs
Order rates always flow down to jobs — every job stays current with its order. You can manually adjust rates on an individual job, and that override sticks. However, if the order’s rates, material, pickup site, dropoff site, or equipment type change, rates are re-matched across all jobs and any manual overrides are replaced.Jobs and invoices
Job rate changes flow down to unapproved invoices, and rate changes made on an unapproved invoice push back up to the job. Add-ons flow down from the job to the invoice, but add-on changes made on the invoice stay on the invoice. Approving an invoice locks its rates. No further changes reach it while it’s approved. If you unapprove an invoice, it immediately catches up with any changes made to the job in the meantime.Invoices and settlements
A settlement mirrors its approved invoice — line items and rates can’t be edited directly on the settlement. You can add settlement add-ons, which stay on the settlement only. To change a line item that’s already on a settlement:- Void the settlement
- Unapprove the invoice
- Make your changes (on the invoice, job, order, or project — as far upstream as needed)
- Re-approve the invoice
- Regenerate the settlement