WorkQuotes
Quote Service Pricing
How service pricing works on quotes, including fixed pricing, hourly pricing, and how totals feed into confirmation.
Quote pricing is built service by service. That is why the pricing section stays empty until services have been selected first.
How Pricing Rows Are Built
- One row per selected service: Every chosen service gets its own pricing row, which keeps multi-service quotes readable and lets you price each service differently.
- Remove a service, remove the row: If a service comes off the quote, its pricing row goes with it so old prices do not linger in the totals.
- Edit mode keeps existing values: When you reopen a quote, Work Planner loads the saved price, pricing type, duration, and people values back into each row.
Pricing Type
- Standard: Use this for a fixed quoted amount. The line total is the price you enter.
- Hourly Per Person: Use this when the quote depends on time and crew size. Work Planner multiplies the rate by the duration and the number of people.
- Why the type matters later: The pricing type also affects confirmation. Quotes with hourly per person services can only be confirmed as separate jobs, not as one combined job.
Fields Inside Each Pricing Row
- Price: For standard pricing this is the full amount for that service.
- Rate Per Person Per Hour: For hourly pricing this is the hourly rate before any multiplying happens.
- Duration (Hours) and Duration (Minutes): These are required for hourly pricing because Work Planner cannot calculate the line total without the time needed.
- People: Also required for hourly pricing. Set this to the number of people expected on that service.
- Line total: The line total at the top of each row shows you what that service is adding to the quote before you look at the overall totals.
Totals and Downstream Effects
- Subtotal, VAT, and Total: These totals update from the service rows and are reused in the quote detail view and the send popup.
- Saved against the service: Work Planner stores pricing against the quote-service link, not just as one loose total, so each service still carries its own pricing when you confirm the quote.
- Job creation: Separate-job confirmation keeps the service-level pricing intact. Combined-job confirmation uses the full quote total and leaves the created job without a single service assigned.
Related articles
- Creating a Quote: Shows where the pricing rows first appear in the quote form.
- Editing a Quote: Useful when pricing is being corrected on an existing quote.
- Submitting a Quote: Covers the send popup that reuses the same service pricing rules.
- Quote-to-Job Conversion Choices: Explains how pricing affects the jobs created from the quote.