> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tread.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Project Rates

> Define a pricing rulebook on a project once — Tread matches the right rate to every job.

## What this solves

When pricing varies by truck, material, or site, billers end up re-keying rates on every ticket. Project Rates ends that. You define the pricing rules once on the [Project](/concepts/orders-projects). Tread then applies the right customer, vendor, and driver rate to each order and job automatically.

Each rate holds three values:

| Value             | What it is                                                    |
| ----------------- | ------------------------------------------------------------- |
| **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 the vendor rate |

<Tip>
  Check **Use vendor rate and add-ons for driver rate** to keep the driver rate in sync with the vendor rate automatically.
</Tip>

## How matching works

Conditions narrow when a rate applies. There are four, combinable in any mix: **Pickup [Site](/concepts/sites-geofences)**, **Dropoff Site**, **[Equipment](/concepts/equipment) Type**, and **[Material](/concepts/materials)**. A rate with no conditions is the project-wide default.

Matching runs per job, once equipment is assigned. Change the truck, pickup, dropoff, or material and the rate re-evaluates. The pick order:

1. **Manual override** — never replaced by automatic matching.
2. **Starred rate** — forces one rate onto every job on the order.
3. **Most specific match** — three conditions beat two, two beat one.
4. **Project default** — the no-condition rate.
5. **Company rate cards** — account-specific first, then defaults.

## Walkthrough

<Steps>
  <Step title="Open the Freight Rates panel">
    Open a project. Rates appear as accordion rows — collapsed shows a summary with condition chips.

    <img src="https://mintcdn.com/treadtechnologiesinc/JoQmi2ZoPODFBzAy/images/workflows/project-rates-panel.png?fit=max&auto=format&n=JoQmi2ZoPODFBzAy&q=85&s=0052ee413919a5db51142727184e8c0d" alt="Project Freight Rates panel with two accordion rate rows and condition chips" width="1150" height="820" data-path="images/workflows/project-rates-panel.png" />
  </Step>

  <Step title="Add a rate">
    Click **Add another rate**. Name it clearly (e.g., *Tri-Axle Gravel from Main Quarry*). Enter the customer, vendor, and driver values, then add conditions. Duplicate a rate to clone and tweak. There is no limit on rate count.

    <img src="https://mintcdn.com/treadtechnologiesinc/JoQmi2ZoPODFBzAy/images/workflows/project-rates-add.png?fit=max&auto=format&n=JoQmi2ZoPODFBzAy&q=85&s=f8a1d8fed8a4edd9954f8d75b036d920" alt="Add rate form with rule name, customer and vendor rates per ton, and Equipment Type and Material condition chips" width="1180" height="1100" data-path="images/workflows/project-rates-add.png" />
  </Step>

  <Step title="Attach add-ons or a rate card">
    Use the **…** menu on a rate row to attach [add-ons](/concepts/rates-add-ons) (fuel surcharge, standby) or pull in an account rate card as a starting point. Update a rate card once and every project using it picks up the change.
  </Step>

  <Step title="Check the order">
    Every order form shows the project's rates. The **Rates Synced With Project** chip confirms the order reads live project rules. Star one rate to force it onto every job — useful for flat-rate hauls. Orders without a project can hold their own order-level rates.

    <img src="https://mintcdn.com/treadtechnologiesinc/JoQmi2ZoPODFBzAy/images/workflows/project-rates-order.png?fit=max&auto=format&n=JoQmi2ZoPODFBzAy&q=85&s=86b4588a1c45d7804f202c946886d9d2" alt="Order form Freight Rates section with the Rates Synced With Project chip and both project rates" width="1130" height="730" data-path="images/workflows/project-rates-order.png" />
  </Step>

  <Step title="Override a job when needed">
    Fix a single job from the **Edit Job** or **Edit Rate** form. The modal shows the project's rates to pick from; picking a non-matching rate flags it as manual. One click reverts to the system match. Invoice-level edits apply to that invoice only.

    <img src="https://mintcdn.com/treadtechnologiesinc/JoQmi2ZoPODFBzAy/images/workflows/project-rates-override.png?fit=max&auto=format&n=JoQmi2ZoPODFBzAy&q=85&s=bf3170510d5929f03021e0c1bd73cd16" alt="Edit Rates modal on a job with the Rate Card Selection dropdown listing the project rates" width="1230" height="600" data-path="images/workflows/project-rates-override.png" />
  </Step>
</Steps>

## Editing and stamping

While an order is active, rate edits sync both ways between project and order. When an order completes, its rates are **stamped** — snapshotted and disconnected — so later project edits never change finished billing.

| Edit at…          | Updates…                          |
| ----------------- | --------------------------------- |
| Project           | All open orders on that project   |
| Order (active)    | The project + other open orders   |
| Order (completed) | That order only — already stamped |

## Rate history

Every rate change is logged. Click **Rates History** on a project card (or in the project form header) to see a timeline: who changed what, when, and the exact values. Use it to answer "why did this rate change?" without a support ticket.

<img src="https://mintcdn.com/treadtechnologiesinc/JoQmi2ZoPODFBzAy/images/workflows/project-rates-history.png?fit=max&auto=format&n=JoQmi2ZoPODFBzAy&q=85&s=b5c012484a02e5c3d52374dcb8235933" alt="Rates History timeline showing timestamped rate creation events with actor and rate values" width="2002" height="800" data-path="images/workflows/project-rates-history.png" />

## Migrating from Site Rates

Existing Site Rates were migrated automatically — no re-entry. They now appear as rates with a Pickup Site condition and match the same way as before. Layer in more conditions when ready.

## Watch it

{/* VIDEO: Short demo — job auto-matching by site, material, equipment · https://www.loom.com/share/43377aa535134b749a54c738a0b5cc98 */}

## Common pitfalls

<Warning>
  **Add-ons are replaced when the matched rate changes.** A re-match clears the old rate's add-ons and applies the new rate's. To apply an add-on universally, attach it to every rate that could match.
</Warning>

<Warning>
  **Two rates with identical conditions are ambiguous.** Tread warns you; the first-listed rate wins. Reorder them or change a condition to make each unique.
</Warning>

## FAQ

<AccordionGroup>
  <Accordion title="What happens if no project rate matches a job?">
    Tread falls back to your company rate cards — account-specific first, then defaults. Keep one no-condition rate on the project to guarantee a match.
  </Accordion>

  <Accordion title="Can I edit rates on an order without touching the project?">
    Not while the order is active — edits sync both ways. After completion, rates are stamped and stop syncing. Job and invoice edits never sync back.
  </Accordion>

  <Accordion title="Why doesn't my completed order show my latest project edits?">
    Completed orders hold a snapshot from when the work finished. Reopening the order keeps the stamped rates.
  </Accordion>

  <Accordion title="Can drivers see or edit rates on mobile?">
    Rates on mobile are editable, not view-only. Drivers' visibility stays gated by [Roles & Permissions](/concepts/roles-permissions). Bulk edits from the order screen act as manual overrides.
  </Accordion>
</AccordionGroup>

## Related

* [Manage Rates, Add-Ons & Fees](/workflows/manage-rates) — company-level rate cards, add-ons, and fuel surcharge
* [Rates, Add-Ons & Fuel Surcharges](/concepts/rates-add-ons) — how Tread models pricing
* [Orders & Projects](/concepts/orders-projects) — how Projects, Orders, and Jobs fit together
* [Settlements & Driver Pay](/concepts/settlements-driver-pay) — where matched rates land
