Your rules.
Built into the work.
Set your pricing rules. Give your team a clear way to work. See where prices differ before an invoice goes out.
Spring startup is underway.
9:00 AM · Sam CarterConfirm each Site detail before continuing.
Saved on this device.
Syncs when reconnected.
- Number of Zones
- 5
- Pump on site
- No
Illustration with fictional data and configured Site-data requirements. The connection indicator illustrates offline field work, not this browser’s connection. A blocked attempt is highlighted in red; the app keeps Confirm & Continue disabled until each required value is confirmed. Changes save on the device and sync after reconnection. No work order is changed.
- Zones 6When Zones > 0$60 + 6 zones × $10
- $120
- Pump on site YesIf yes, add $35
- +$35
- Preferred CustomerOwner tagCustomers with this tag get 10% off
- −$15.50
01Inside the system
Conditional pricing
Give each service a repeatable pricing calculation, shaped by the property and the work.
Spring startup
| When · Zones | Then · Set to |
|---|---|
| 1–4 zones | $100 |
| 5–8 zonesMatched | $140 |
| 9–12 zones | $180 |
A fixed amount sets the running rate for each band.
Then, apply the pump rule
- When
- PumpIs yes
- Then
- AddA fixed amount$35
Adds this amount to the running rate.
- 5–8 zonesSet to $140
- $140
- Pump is yesAdd $35
- $175
- Define the conditions
- Set service pricing rules using Site details, city, state, and straight-line distance from the office. Use fixed amounts or formulas with numeric Site fields.
- Carry the decision forward
- Set a rate or add to it when conditions match, in the order you define. Preview the calculation at a customer Site before relying on it.
02Inside the system
Tags that drive pricing
Turn customer labels into customer benefits. Owner tags can carry percentage or fixed discounts into new estimates and work orders across that owner’s Sites.
- Service price
- Customer tag
- Price updated
- Service price
- $200
- Customer discount
- −$20
- Recognize the customer
- Set a fixed or percentage discount, with an optional maximum for percentage discounts. Where automatic benefits overlap, the best eligible benefit applies to the work.
- Put policy into practice
- Existing customers keep their saved tag terms. Covered membership visits keep their agreed price; eligible extra work can receive the discount.
03Inside the system
Pricing checks
Spot differences during invoice review, then open the work order to understand the price.
−$20 below Company Rule
- Current
- $155
- Company Rule
- $175
- Surface the exception
- Compare a marked rate with the current calculation and see what changed. Missing distance inputs and recognized member rates have their own explanations.
- Keep a person in command
- Apply the current calculation on supported editable lines, or save a deliberate Site price for supported services. Pricing checks guide the decision; they do not change the price automatically.
04Inside the system
Requirements by design
The right paperwork should follow the job. Set conditions that determine when a form is required and which questions appear.
- Finish the work
- Confirm Site data
- Continue
Spring startup is underway.
9:00 AM · Sam CarterConfirm each Site detail before continuing.
Saved on this device.
Syncs when reconnected.
- Number of Zones
- 6
- Pump on site
- Yes
Illustration with fictional data and configured Site-data requirements. The connection indicator illustrates offline field work, not this browser’s connection. A blocked attempt is highlighted in red; the app keeps Confirm & Continue disabled until each required value is confirmed. Changes save on the device and sync after reconnection. No work order is changed.
- Match the work
- Require forms by service or Site location and carry them into the mobile completion flow.
- Ask what matters
- Show follow-up fields based on earlier answers. Pre-fill configured fields with existing customer and Site information.
Go a little deeper
Understand how it works.
Your business, in context
See it with your
team in mind.
Bring a real workflow. We’ll explore how ServeCommand could fit the way your business runs.