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Pricing Settings

Pricing Settings is the base-pricing structure for your inspection business — the square-footage tiers, surcharges, large-building rules, and discount rules that the services in Pricing Manager reference at quote-calculation time. Think of the relationship like this: Pricing Manager defines the services. Pricing Settings defines the math.

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When you use it

  • First-week setup — define your tier structure (e.g. “under 1500 sqft = 400,1500–2500=400, 1500–2500 = 475, 2500–3500 = 550,over3500=550, over 3500 = 625 + $0.10/sqft over”)
  • Annual price adjustment — bumping every tier by 5% across the board
  • Adding a surcharge — “50add−onforpre−1990homes"∗,∗"50 add-on for pre-1990 homes"*, *"25 if more than 30 miles from office”
  • Creating discount rules — “$50 off for repeat clients”, “10% military discount”
After initial setup, Pricing Settings rarely changes — typically one update per year.

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Screen layout

[SCREENSHOT: pricing-settings-page.png — desktop, the Pricing Settings page showing the Base Inspection Pricing tier table at the top, a Large Building Pricing toggle below, and Surcharges + Discount Rules sections.] The page is organized into stacked sections:
  1. Base Inspection Pricing — square-footage tier table
  2. Large Building Pricing — over-threshold rules
  3. Surcharges — additional fees that apply on top of base price
  4. Discount Rules — discounts available in the Order Wizard

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Section 1 — Base Inspection Pricing

The tier table at the top of the page. Header: “Base Inspection Pricing — Pricing tiers based on property square footage”.

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Per-tier fields

A typical TREC-residential tier structure:

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Adding tiers

Click + Add Tier. A new row appears at the bottom of the table with defaults. Fill in the fields and the tier is saved with the page-level Save action.

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Reordering / deleting

Tiers are evaluated in Min Sq Ft order regardless of UI position — reorder is cosmetic. Use the per-row delete action to remove a tier. Confirmation alert.

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Section 2 — Large Building Pricing (Over Threshold)

For properties exceeding the largest tier’s Min Sq Ft, an optional per-sqft fee applies instead of the flat tier fee.

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Fields

Example: enabled with Threshold = 5000 sqft and Per Sq Ft Fee = 0.12—a7,500sqftpropertypricesat7,500×0.12=0.12 — a 7,500 sqft property prices at 7,500 × 0.12 = 900, replacing whatever tier rate would have applied. This is useful for commercial inspections where flat fees stop scaling.

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Section 3 — Surcharges

Additional fees added on top of the base + tier price. Common surcharges:

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Surcharge fields

Per surcharge: Surcharges show on the customer-facing quote in the itemized breakdown — clients see the line item with the surcharge name and amount, contributing to transparency.

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Section 4 — Discount Rules

The Discount Rules section defines pre-configured discounts that operators can select in the Order Creation Wizard or that mobile inspectors can choose in Field Quote.

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Discount fields

Per discount rule: Discounts appear in:
  • The Order Creation Wizard → Discount picker
  • The mobile Field Quote → Discount picker
  • The customer-facing quote breakdown as a negative line item (green-styled for clarity)

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Scope-aware application

Per pricing-engine logic (BITE 92.2), discounts apply only to discountable line items (configured per service in Pricing Manager). Surcharges and pass-through ancillaries are excluded from discount calculations — so a 10% discount on a 500inspectionwitha500 inspection with a 150 sewer scope add-on yields 50off(1050 off (10% of 500), not $65 off.

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How the pricing engine uses these settings

When the Order Wizard or mobile Field Quote calculates a quote, the backend’s /api/pricing/calculate endpoint runs through:
  1. Pick the tier based on sqft (from Section 1)
  2. Apply large-building override if applicable (from Section 2)
  3. Compute ancillary fees from selected ancillary services (configured in Pricing Manager)
  4. Add surcharges that match the property (from Section 3)
  5. Apply discount if one is selected (from Section 4) — scope-aware
  6. Sum for the grand total
The same engine runs for every quote — mobile, web, public booking — ensuring consistency.

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Saving

The page uses explicit save. Click Save; a confirmation banner surfaces. Changes apply to future quote calculations — existing orders keep their snapshot of the pricing at booking time.

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Errors and recovery

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What this page does NOT do

  • It does not define services. That’s Pricing Manager.
  • It does not configure how the pricing displays on the booking form. Display is rendered by the public-booking page using the calculated quote.
  • It does not handle tax. Tax rules are configured at the tenant level (separate UI) and applied at invoice generation.
  • It does not record actual payments. That’s per-order in Inspection Details → Record Payment.