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.

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.

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.

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.

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.

With easy setup and connection with Online Booking, pricing forms create the ideal booking experience for you and your customers.

If you haven't set up Online Booking yet, go to Settings > Online Booking in your Housecall Pro Account. This page will open an onboarding flow, which will guide you through the setup process.

You can use the Preview function to see how the Pricing Form will look in your Online Booking flow.

You can click the "Edit" button to customize each Pricing Form as needed.

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.

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.

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.

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.

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.

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

No, you cannot edit pricing forms on mobile. All changes to pricing forms must be made from the web platform.

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!

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