The right price and terms for each customer, by themselves
Your builder pays trade prices and has 30 days. The homeowner pays retail on receipt. Set it once on the customer and every new quote, invoice and phone extra follows.
Levels on one screen
Retail is your price list. Add named levels and set a percentage or your own price per item.
On the customer's card
Prices and terms, for the owner and office.
Days to pay
Usual, on receipt, 7, 14, 30 or any number up to 365. New invoices and recurring runs use it for the due date. On Starter and up.
Price level
Up to 20 named levels, each a percent off or above retail. Your own price on an item beats the percent. On Business and up.
Labour discount
A percentage off labour for this customer, applied on charge up jobs. On Business and up.
It follows the customer everywhere
One set of sums, down to the cent, so the same customer gets the same price wherever the line is added.
- The quote and invoice editor, including kits
- Extras and kits a technician adds on the phone, without showing prices the technician should not see
- Work orders and charge up jobs
- Whiz, which can also set a customer’s level and terms when you ask
- Recurring plans and bookings
Nothing changes behind your back
- Lines already made keep their price. If you pick the customer after starting a draft, it offers Use Trade prices on the lines already there, with Undo.
- A due date you set by hand stays.
- The level’s name stays in the office. It never prints on a document, the customer’s page or the PDF.
- Delete a level and its customers pay retail, with Undo to bring it back.
Which plan has what
- Free
- One price list and your usual payment terms
- Starter
- Days to pay per customer
- Business and Multi brand
- Days to pay, price levels with your own prices, and a labour discount per customer
Good to know
Which plan do I need for price levels?
Business and Multi brand. Payment terms per customer come with Starter and up.
Will my customers see their price level?
No. They see their prices, and the level’s name stays inside the office.
If I change a level, do old quotes change?
No. Nothing already made is re-priced. New lines use the new price.
Can I set a price above retail?
Yes. A level can be up to 500% above or 99% below retail, and any item can have its own price.
Can technicians change a customer's level?
No. Only the owner and office can change prices and terms.
Set your first trade customer
Try price levels with a 14 day free trial of Business.
Free plan forever. No card needed to start.