Pricing Manager
Pricing Manager (route/pricing) is the service-level pricing editor — what services your business offers, what they’re called, what they cost, what model they use (flat fee vs square-footage tier vs hourly), and how they appear on the public booking form.
This page works in concert with Pricing Settings: Pricing Manager defines services and their billing configuration; Pricing Settings defines the base-pricing tiers and surcharges that the services reference.
For the conceptual model of how pricing flows through an order, see Order Creation Wizard → Pricing.
When you use it
- First-week setup — define every primary and ancillary service your business offers
- Adding a new service — onboarding Thermal Imaging, Sewer Scope, etc.
- Repricing — annual fee adjustment, seasonal promotions
- Sunsetting — disabling services you no longer offer
Screen layout
[SCREENSHOT: pricing-manager-page.png — desktop, the Pricing Manager page showing a Service Types sidebar on the left, the selected service’s edit form in the center, and an Add Service action at the top.] Two main panes:- Service Types sidebar (left) — list of all defined services, with an + Add action
- Service editor (center / right) — the selected service’s full configuration
Service Types sidebar
The sidebar lists every configured service with an indicator showing whether it’s:- Primary service (can be the lead service on an order)
- Ancillary service (an add-on to a primary)
Empty state
If no services are configured:No services configured Click + Add to begin.The Order Creation Wizard cannot offer services until at least one is defined.
After save
A confirmation surfaces on save: “Saved!” (briefly). The sidebar updates the service list immediately.Service editor — fields per service
When you select a service in the sidebar, the editor shows its configuration.Identity
The ID suffix becomes part of the order number — e.g.
2026-0062-RS is a 2026 order #62 for a Residential service.
Pricing Model
A drop-down — common values:
The model determines which sub-fields appear:
- Flat fee → just enter the fee
- Tiered → references the tier table in Pricing Settings; this service inherits the base structure
- Hourly → hourly rate + minimum hours
- Per unit / Per item → per-unit price + default unit count
Customer-facing pricing — appliedFee vs baseFee (BITE 92.2)
For ancillary services that are pass-through (the inspector pays a subcontractor and bills the client), the pricing distinguishes:
Pass-through services like Sewer Scope (where you subcontract to a plumber) typically have a higher
appliedFee than baseFee to cover credit-card processing on the marked-up total.
The Order Wizard and mobile Field Quote display appliedFee (the customer-facing price); your books see baseFee as cost-of-goods.
Description & metadata
Discount rules
Each service can opt into the tenant-level discount rules configured in Pricing Settings:Adding a service
Click + Add in the sidebar. A new service entry is created with default values. Customize:- Set the Service Label (required)
- Choose Primary or Ancillary in the service-type toggle
- Set the ID Suffix, Sort Order, and Pricing Model
- Fill in the pricing fields for the chosen model
- Save
- The Order Creation Wizard service-selection pills
- The mobile Field Quote tool
- The public booking form (if your tenant slug is set in Company Settings)
Deleting a service
Use the per-service delete action in the editor. Confirmation alert.What happens to orders that used the service
- Completed orders keep their snapshot — the historical record retains the service name and price
- In-progress orders keep the service but cannot be re-priced (the pricing engine fails to look up a deleted service)
- New orders can no longer select the service
Prefer disabling over deleting. Set the service to inactive (where supported) — the service is hidden from new orders but historical records remain intact.
Saving
The Pricing Manager has explicit save. After save:“Pricing schedule saved successfully.”The success banner appears briefly. Subsequent uses of the Order Creation Wizard and mobile Field Quote pick up the new prices on next load.
Errors and recovery
What this page does NOT do
- It does not configure base-pricing tiers. That’s Pricing Settings.
- It does not handle surcharges or discounts. Those are in Pricing Settings.
- It does not collect payment. Payment configuration is in Payments Settings.
Related articles
- Pricing Settings — base-pricing tiers, surcharges, discount rules
- Order Creation Wizard → Pricing — how these services are picked per order
- Mobile Field Quote — how these services appear in mobile pricing
- Company Settings (Business Operations) — sibling page in the Business Ops sidebar group