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Customer Pricing Levels

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Written by Sparky Admin
Updated over 4 years ago

Customer Pricing Levels:

Allows you to charge different labour rates and apply different markup/margin for customer types (e.g. Commercial, Residential, Builders).

1 -Enable customer pricing in Settings

Select:

  1. Advanced Tab

  2. Enable Customer Pricing

  3. Select Save

2 – Multi-staff: Setup Staff Roles (if you do not have staff skip to step 4):

- Select:

  1. Staff and Schedule

  2. Staff

  3. Staff Role Tab

  4. + button to add new roles with (optional) descriptio

  5. Click on the Role Name to edit a Role

3 – Multi-staff: Allocate Staff to Roles

  1. Select the Staff List Tab,

  2. Click on a staff member

  3. Select Edit (bottom of screen)

  4. Select their role from the dropdown list and save.

  5. Select Done

Repeat this process for all staff

4 – Setup Customer Type and related Pricing

Select:

Customers,

Customer Pricing Levels

Add Customer Types

Fill in Customer Type Popup:

  1. Customer Type (e.g. residential)

  2. Product margin/markup

  3. Labour rates for all staff roles

  4. Select save

You can edit Customer Types by clicking on their name (highlighted in blue).

5 – Allocate Pricing Levels to Customers

Select:

  1. Customer

  2. Customer list

  3. Customer

  4. Customer Type from the dropdown list

The markup/margin and labour rates that you have allocated to this customer type will be used by default in all quotes/jobs/invoices from this point.

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