> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.chrt.com/prod/help/getting-started/set-up-rate-sheet/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.chrt.com/_mcp/server.

# Set Up a Rate Sheet

## Before you start

Use a rate sheet when you want chrt to price delivery orders using your standard
fees. You can start with a simple rate sheet and refine it later.

## Step-by-step instructions

1. Open chrt and go to **Rate Sheets**.
2. Click **Create Ground Rate Sheet**.
3. Enter the **Rate Sheet Name**.
4. In **Basic Pricing**, enter the **Base Distance**, **Base Rate**, and
   **Additional Rate Per Mile**.
5. Add any advanced pricing values your team needs, or leave optional fields
   blank for the first version.
6. Add comments if they help your team recognize the rate sheet.
7. Review the numbers carefully.
8. Click **Save**.

## How to know it worked

The rate sheet should appear in the Rate Sheets list. It should also be
available when your team creates or prices an order.

## If something looks different

* If the app asks for more pricing details, fill only the required fields for
  the first version.
* If you are not sure about a price, try the rate sheet on a non-live test
  order before using it for real work.
* If the billing section is hidden, your user may not have billing setup access.
* Contact [hi@chrt.com](mailto:hi@chrt.com) if you have issues.

> Learn how to create a rate sheet so chrt can price delivery work.