You can configure automatic adjustment for the following categories of service price:

  • Retail / Wholesale Price
  • Package Price
  • Area Price
  • Team Price
  • Client Price
  • Job Price

Important! Besides price categories, you can also configure Discount  Prices.

Note The price categories list is sorted by priority from low to high, so when price adjustment is set for more than one price category, the price category with the highest priority is used.

For example, if both area prices and team prices are set, the team prices are used. 

Tip You can create multiple  prices with different effective dates within each category. 

For example, if you want service price to  be automatically changed for each season, you can define appropriate prices  and dates when these prices become effective.

To create multiple prices with different effective dates

  • On the Company tab, click Services, and then click Edit next to the appropriate service.
  • In the Service dialog box, in the Prices section, click the Services link to set service price adjustment matrix for standard price (or any other link in the section depending on the type of service price adjustment matrix that you want to set). 
  • Enter the appropriate price in the Wholesale Price box and, if applicable, the Retail Price box, select the appropriate date in the Effective Date box, and then click Add.
  • Add as many prices for different effective dates as you need, and then click Save Prices.

Retail  / Wholesale Price

You can set a different service price for wholesale clients and retail clients, so that when you add a service to an inspection or a work order, service price can be automatically adjusted depending on the customer type.

To specify service price for wholesale clients and retail clients

  • On the Company tab, click Services, and then on the Services page, click Edit next to the appropriate service.
  • In the Service dialog box, enter price in the Wholesale Price box and the Retail Price box, and then click OK.

Note You can set wholesale and  retail price adjustment by clicking the Services link in the Prices section.

Package Price

You can set a different service price for various service packages which can be assigned to inspection types and work order types, so that when you add a service to an inspection or a work order of a particular type, service price can be automatically adjusted depending on the assigned service package.

To specify service price for a service package

  • On the Company tab, click Service Packages, and then on the Service Packages page, click the Services link next to the appropriate service package.
  • On the Service Package Items page, click Edit next to the appropriate service.
  • In the Package Item dialog box, enter price in the Package Price box, and click OK.

Note You can assign multiple service packages while creating or editing an inspection type...

...but you can assign only one service package and only while creating a work order type.

Note You can also set package price directly in the service profile by clicking the Packages link in the Prices section.

Area Price

You can set a different service price for different areas, so that when technicians from a particular area add a service to inspections and work orders, service price can be automatically adjusted.

To set an area price for a service

  • On the Company tab, click Areas, and then click the Service Prices link next to the appropriate area.
  • Click the appropriate service in the Services box, and then in the Service Package box, specify whether area price is set for all service packages to which this service is added (Any Service Group), or just for the default service package (All Services).
  • Enter the appropriate price in the Wholesale Price box and the Retail Price box, if needed, change the current date in the Effective Date box, and then click Add.
  • If needed, add as many different area prices for different effective dates as you want, and then click Save Prices

Note You can also set area price directly in the service profile by clicking the Areas link in the Prices section. 

Team Price

You can set a different service price for different teams, so that when technicians from a particular team add a service to inspections and work orders, service price can be automatically adjusted.

To set a team price for a service

  • On the Company tab, click Teams, and then click the Service Prices link next to the appropriate team.
  • Click the appropriate service in the Services box, and then in the Service Package box, specify whether area price is set for all service packages to which this service is added (Any Service Group), or just for the default service package (All Services).
  • Enter the appropriate price in the Wholesale Price box and the Retail Price box, if needed, change the current date in the Effective Date box, and then click Add.
  • If needed, add as many different team prices for different effective dates as you want, and then click Save Prices.

Note You can also set team price directly in the service profile by clicking the Teams link in the Prices section. 

Client Price

You can set a different service price for different clients so that when you add a service to an inspection or a work order, service price can be automatically adjusted depending on the selected customer.

To specify a service price for a client

  • On the Company tab, click Clients, and then on the Clients page, click the Services link next to the appropriate client.

Note The Services link is available only for wholesale clients.

  • On the Client Services page, click the appropriate package in the Service Package box, and then click Edit next to the appropriate service.

Note If the same service is added to multiple service packages, you can set a different client price for different service packages.

  • In the Client Service dialog box, enter price in the Client Price box, and click OK.

Note You can also set client  price directly in the service profile by clicking the Clients link in the Prices section.

Job Price

You can set a different service price for jobs so that when you select a particular job while creating a work order for a particular wholesale client, service price can be automatically adjusted.

To specify service price for a job

  • On the Company tab, click Jobs, and then click Add on the toolbar, enter job settings, and click OK.
  • On the Company tab, click Work Order Types, and then click the Jobs link next to the appropriate work order type.
  • On the Assigned Jobs page, click the appropriate job, click Add, click Update Jobs, and then click the Services link.
  • On the Services page, enter job price for the appropriate services, and then click Update Services.

Note You can also set job price directly in the service profile by clicking the Jobs link in the Prices section.

Discount Price

You can set a service discount, so that when you add a service to an inspection or a work order, service price can be automatically adjusted depending on the discount rate.

To specify a service discount

  • On the Company tab, click Services, and then on the Services page, click Manage Discounts/Fees on the toolbar.
  • On the Discounts/Fees pages, click the Services link next to the appropriate discount.
  • Click the appropriate service in the Services box, click the right-pointing arrow to move the selected service to the Discount / Fee Services box, enter discount rate in the Wholesale column and the Retail column, and then click Update.

Note The discount can be applicable for all clients or a particular client that you can select in the Client box.

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