This feature is currently in beta testing and not yet available to all Pros.
Pricing forms allow you customize and set the prices that meet the needs of your business. They are designed to help you better price jobs by quantity, hours, frequency, square footage, add ons, and more. With easy set up and connection with online booking, pricing forms create the ideal booking experience for you and your customers.
Step-by-step Instructions
These instructions walk through creating a new pricing form from scratch. Industry templates have been created for these three industries to help get you started: home cleaning, carpet cleaning and window & exterior washing.
1. Navigate to pricing forms within pricebook
2. Add new pricing form
3. Name and set up your pricing form
Customers will be able to see the form name when selecting a service in online booking or on the invoice.
4. Enable for online booking
We encourage you to set up online booking and use pricing forms for the best experience for your customers. More information on pricing forms within online booking is here.
5. Set up your pricing
There are 4 different types of prices you can use within the form to create one total price for customer. Pricing forms are intended to make your pricing easier both on set up and when booking jobs. For example, you could set up one form for a weekly home cleaning and use the same form across all customers no matter the size of the property.
1. Quantity select - customers will select the quantity and price is price x quantity, this is useful for pricing based on bedrooms, bathrooms or an hourly rate
2. Numerical range - customers will select a single range within a set of options, this is best used for pricing best on square footage or size of property
3. Multi-select - customers can select multiple options within a set of options, this is best used for up charges, add ons, etc.
4. Single-select - customers can select one options within a set of options, the is best used for things like specific requests like products used, fee for pets, etc.
6. Preview pricing form
The preview displays what you will see on the jobs page.
If you are enabled for online booking, this is an example of what your customer will see.
FAQ
What's the difference between a pricing form and a service in pricebook?
Services are a line item with one single price. For example, you would have to create a different line item for each potential size house you clean, 1bed/1bath - 2bed/1bath would need to set up as different services.
Pricing forms allow you to create different pricing inputs that results in the total price of a single line item. You can mix and match pricing based off the size of the property, add ons, hourly rates or base price, supplies used, etc. that all totals to 1 price for the service.
When should I use services vs. pricing forms?
Pricing forms are recommended for all recurring industries specifically cleaning. Services can be used to support pricing forms for additional line items and services you might offer.
I currently provide a discount on services based on the frequency of the jobs. How do I do this within pricing forms?
The recommended option would be to create different pricing forms for each frequency you offer - monthly, weekly, one time clean - and then adjust the pricing of the service that way. Another way you could accomplish this is through discounts on the job. You can manually apply to discount to the entire job and that will be reflected on the invoice.
What will my employees see on the job when using pricing forms?
I need to change the price of the form for a specific customer. How can I do that?
Unfortunately, there is not a way to change the price of the pricing form from the job on a per customer basis. You can create an unlimited number of pricing forms or use services if you need more price flexibility per customer.