What Are Pricing Forms and Why Should I Use Them?
Pricing forms enable you to customize and set prices that align with your business needs. They are designed to help you price jobs based on quantity, hours, frequency, square footage, add-ons, and more. With a straightforward setup and integration with online booking, pricing forms enhance the booking experience for both you and your customers.
How to Create and Customize Pricing Forms
These instructions guide you through creating a new pricing form from scratch. To help you get started, industry-specific templates are available for home cleaning, carpet cleaning, and window & exterior washing.
To create a new pricing form from scratch, start by navigating to the 'Price Book' tab in your Housecall Pro account. You can find it on the main navigation bar at the top of your screen or through 'Account Settings' by clicking the gear icon near your profile icon, then selecting 'Price Book' from the list on the left-hand side.
Once in your 'Price Book', click on 'Pricing Forms' from the menu on the left-hand side. Then, find and click the 'Add Pricing Form' button in the upper-right corner of the Pricing Forms page.
A pop-up labeled 'New Pricing Form' will appear. You can name your pricing form and add a description (up to 500 characters). You also have the option to upload an image, which will be displayed in your Price Book and, if enabled, during online booking.
Below the name and description fields, you’ll find two toggles: 'Taxable' and 'Automatically Add to New Jobs and Estimates'. Turning on 'Automatically Add to New Jobs and Estimates' will ensure this service is included as a line item on all new jobs and estimates. For details on setting up tax rates, check out this article.
Below this section, you'll see a toggle labeled 'Show This Form in Online Booking'. Enable this toggle to make the form available for online booking. Additionally, use the hour and minute drop-downs to specify the service duration, which will be used to calculate your scheduling availability for online bookings.
We recommend setting up online booking and utilizing pricing forms to provide the best experience for your customers. For more information on integrating pricing forms with online booking, click here.
Next, you'll see a section labeled Fields. Here, you can customize your pricing form by adding fields that capture the details needed to calculate the service price. For example, you can set up pricing based on the number of items, the size of the area, or the type of service.
Pricing forms make setup and booking easier. For example, you could create a form for weekly home cleaning that works for all customers, no matter the property size.
To add a field, click the + Field button in the bottom left-hand corner. Each field allows you to choose from four types via a dropdown menu: Quantity Select, Numerical Range, Multi-Select, or Single-Select. Use the three horizontal lines to the left of the fields to drag and drop and reorder them as needed. To delete a field, click the X next to it.
Quantity Select: The Quantity Select option enables you to set a price based on the quantity chosen by the customer. For example, this works well for pricing by the number of bedrooms, bathrooms, or hours worked. Each Quantity Select field includes fields for a name and a price.
Numerical range: The Numerical Range option lets you define a price based on a range selected by the customer. This is ideal for pricing based on square footage or property size. You can also check the 'No Upper Bound' box if there’s no maximum limit. Each Numerical Range field includes fields for lower and upper limits, along with a price.
Multi-Select: The Multi-Select option allows customers to choose multiple items from a list, making it suitable for add-ons, extra charges, and additional services. Each Multi-Select option has a name field, an option field, and a price field. Click + Option to add more choices and pricing.
Single-Select: The Single-Select option lets customers pick one item from a list, which is great for specific requests like product types or additional fees such as pet charges. Each Single-Select option includes a name field, an option field, and a price field. Click + Option to include additional options or pricing.
Once you have finalized your pricing form settings, click the blue 'Preview and Save' button located in the upper right-hand corner to review how the form will appear on the jobs page. If you are satisfied with the preview, click the blue 'Save' button in the upper-right-hand corner to apply and finalize your changes.
If you are enabled for online booking, this is an example of what your customer will see. When a customer clicks on a pricing form in the online booking system, they initially see the form's name, the picture you added, and the first sentence of its description. After selected, the form expands to display the full description, along with a detailed list of all services and their corresponding prices.
How can I edit, duplicate, or delete a Pricing Form?
To edit, duplicate, or delete an existing Pricing Form, start by navigating to the 'Price Book' tab in your Housecall Pro account. You can find it on the main navigation bar at the top of your screen or through 'Account Settings' by clicking the gear icon near your profile icon, then selecting 'Price Book' from the list on the left-hand side.
Once in your 'Price Book', click on 'Pricing Forms' from the menu on the left-hand side.
Next, click the vertical three dots to the left of the pricing form you wish to copy, edit, or delete. A menu will appear. Click 'Copy to New Pricing Form' to duplicate it, 'Delete' to remove it, or 'Edit' to make changes.
Using Pricing Forms on Jobs
If you have the 'Automatically add to new jobs' toggle enabled, the pricing form will be added to the job automatically.
If the 'Automatically add to new jobs' toggle is off, you can add your pricing form manually by clicking the black [NEW] button in the navigation bar and selecting 'Job' to create a new job. Next, under Line Item > Services, add a new service item by entering the name of your pricing form.
You can also add pricing forms to existing jobs by navigating to the job, clicking under Line Item > Services, and adding a new service item by entering the name of your pricing form.
After adding the pricing form as a line item, fill out the form according to the job's specifications using the options you added to the pricing form. Select the appropriate size of the job based on the number of bedrooms, bathrooms, and square footage. If you want to add additional services or materials, click on '+ Service Item' or '+ Material Item.'
Once completed, click the blue 'Save Job' button in the upper right-hand corner.
To preview how the pricing form will appear on the invoice, click the invoice icon from the job details page. The invoice will display the name of the pricing form, the description, the options, and the prices.
FAQ
What's the difference between a Pricing Form and a service in Price Book?
A Service is a single line item with a fixed price. For example, if you clean houses of different sizes, you would need separate line items for each size, such as "1 bed/1 bath" and "2 bed/1 bath."
Pricing Forms, however, allow you to configure various pricing factors to calculate the total price for one line item. You can mix and match pricing based on the size of the property, add-ons, hourly rates or base price, supplies used, and more, all of which combine to give a single total price for the service.
When should I use services vs. pricing forms?
Pricing forms are recommended for all recurring industries, especially cleaning. Services can be used alongside pricing forms to handle additional line items and other services you may offer.
Can I add additional services?
Yes, you can add additional services, upcharges, and add-ons to a job using the Price Book. For more details on setting up your services in the Price Book, please refer to this help article.
I currently offer discounts on services based on job frequency. How can I manage this within pricing forms?
The recommended approach is to create separate pricing forms for each frequency you offer—monthly, weekly, one-time clean—and adjust the service pricing accordingly. Alternatively, you can apply discounts directly to the job, and these will be reflected on the invoice.
I need to change the price of the form for a specific customer. How can I do that?
Unfortunately, you cannot adjust the price of a pricing form on a per-customer basis. However, you can create multiple pricing forms or use services to achieve greater pricing flexibility for each customer.
What do I do if I need to change the price on a Pricing Form from the job?
If you need to change the price on a Pricing Form for a specific job, you'll need to make the adjustments directly in the Price Book.
What if I don't price by everything listed on the pricing form?
If you choose not to price every item listed on the pricing form, you can leave those prices as $0, and they will not affect the total cost of the job. Currently, there's no option to remove attributes from the pricing form
Can I change the pricing forms on mobile?
No, you cannot edit pricing forms on mobile. All changes to pricing forms must be made from the web platform.
What will my employees see on the job when using pricing forms?
When using pricing forms, your employees will see the pricing form with its name and all the options and prices you previously added. This information will be displayed as a single line item on the job.
If you have any questions, please chat into the blue chat bubble to do so!
Want to see a specific feature in Housecall Pro? Your voice matters!
Visit our Product Roadmap to suggest and vote for the features you'd love to see. Your feedback helps us improve our services to better meet your needs!