Pricing rules
A rule has two halves: when it fires (a condition on an answer) and what it adds (one of four kinds). Rules live under Pricing Rules in the sidebar.
A rule’s condition is optional. A rule with no condition of its own always fires inside a group that matched — the group’s condition is the gate. Use this for the common case where a whole group of charges applies together; you do not need to restate the condition on every rule inside it.
Adds a flat amount.
Roof access required → + €150
The default and the right answer most of the time. If you can say the number out loud without doing arithmetic, it is a fixed rule.
Percent
Section titled “Percent”Adds a percentage of the running total at that point in the sequence.
Weekend booking → + 15%
Use for anything that scales with the size of the job rather than the specifics of it: urgency surcharges, seasonal adjustments, bulk discounts as a negative percentage.
Because it reads the running total, its position in the list changes the result. See Order matters.
Per unit
Section titled “Per unit”Multiplies a quantity by a rate and adds the result. The quantity comes from a Number step in your flow.
Number of rooms × €40 each
Straightforward and linear. If your rate is genuinely the same for the first unit and the fiftieth, this is the one.
Tiered
Section titled “Tiered”Like per-unit, but the rate changes as the quantity grows — and each tier is charged at its own rate for the units that fall inside it.
1–10 units at €50 · 11–50 at €40 · 51+ at €30
For a quantity of 20, that is 10 × €50 plus 10 × €40 — not 20 × €40. This is how tax brackets work, and it is what makes the price curve smooth: a customer ordering the eleventh unit pays €40 for that one unit, rather than watching the whole order reprice.
Leave the top tier’s upper bound empty to make it unbounded.
Choosing
Section titled “Choosing”| If the charge… | Use |
|---|---|
| Is a flat amount | Fixed |
| Scales with the whole job | Percent |
| Scales with a count, at one rate | Per unit |
| Scales with a count, at rates that change with volume | Tiered |
Bringing in a service
Section titled “Bringing in a service”A rule can also say what is being sold. Includes services on a rule picks services from your service library; when the rule fires, the lead carries them, and its proposal, contract and invoice are filled in from them.
A rule can price, bring in a service, or both. A rule with a fixed amount of zero that only includes a service is fine — it is how you attach a scope to an answer that does not change the price.
Each service carries the part of the total its rule added. The base price and anything added by rules without services is spread across the services in proportion. A percentage rule’s share depends on what was priced before it, so treat the split as a close guide; the total is always exact.
Test Lead shows the services a lead with your sample answers would carry, and the amount on each.