Open Settings → Estimate Labor and add each role with its hourly rate, keeping it active. Full steps below.
Where: Settings > Estimate Labor, and the Target rates step just before an Advanced Estimate is generated
Plans: Agency and Enterprise (Advanced Estimates)
Steps
Open Settings → Estimate Labor and add each role with its hourly rate, keeping it active.
Start an Advanced Estimate and fill in the project details.
On the step just before generating, the Target rates for this project box is already filled from those settings.
Adjust anything you want for this job, then generate — matching trades use exactly those rates.
Office roles such as admin or office manager are not matched to field work, so they cannot price a trade.
Rules and limits
Only trades that match a saved role are priced from your settings; anything else falls back to the project's location.
Location matching goes postal code, then street and city, then region, then country — the most specific answer wins.
If live local prices cannot be reached, the estimate still builds from market averages and says so calmly — your work is never lost.
The material price allowance is capped at 10 percent.
Local wording, units and currency follow the country saved in the company's settings.
Still stuck?
If a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.