Owner tags connect a customer label to a pricing benefit. A tag can carry a percentage or fixed discount into new estimates and work orders across that owner’s Sites.
Here, owner means the customer who owns the property. It does not mean the owner of your contracting business.
Define a reusable customer benefit
A tag has a name and a discount. Percentage discounts can also have a maximum discount amount. When automatic benefits overlap on eligible work, the best benefit applies. Manual price adjustments remain separate.
The saved tag name can appear as the discount label on customer documents. Choose a name that makes sense to the customer, such as a clearly described partner or preferred-customer benefit.
Example: a customer with several properties
Suppose an irrigation company gives a preferred customer a consistent discount. That customer owns several Sites, each with a different system size and service price.
An owner tag carries the customer’s benefit across new work at those Sites. The Site details still matter to the service calculation; the customer benefit is a separate part of the price.
For an illustrative 10% benefit, a $160 eligible service would receive a $16 discount, while a $220 eligible service at another Site would receive a $22 discount. The same customer policy follows the owner; the property’s service calculation still determines the starting rate. Taxes, unrelated items, and other adjustments are outside this example.
Your business decides which customers qualify and the terms of the benefit.
Should this be an owner tag or a Site pricing rule?
| The reason for the price | Where it belongs |
|---|---|
| More zones or a pump changes the work required at the property. | A service pricing condition using Site data. |
| A preferred customer receives a benefit across properties. | An owner tag with the agreed benefit. |
| A specific property has a negotiated service rate. | A saved Site price where supported. |
| A visit is included in an accepted membership. | The membership’s saved service terms. |
Keep the reason attached to the right record. A label for a customer relationship should not replace the details needed to price the property.
Saved terms are preserved
Editing a tag does not rewrite the benefits already saved for existing customers and documents. Those records keep their saved terms.
Archiving a tag prevents new assignments. Customers who already have it retain their saved benefits until the tag is removed from them. Removing an assignment stops future applications; it does not rewrite saved document discounts. Archiving a reusable tag is therefore different from ending a specific customer’s benefit.
These distinctions help keep a settings change from silently changing what has already been given to a customer.
Membership visits keep their agreed price
Work included in a membership keeps its agreed membership price. An owner-tag benefit does not become an additional discount on that covered visit. Extra work outside the membership can receive an eligible customer benefit.
When a price looks different from the usual service calculation, check whether it reflects a membership commitment or another saved benefit before treating it as an error.