How to Set Up Action-Based Pricing for On-Request Services
This guide explains how to set up action-based pricing for on-request services. This feature allows you to create a single service, such as a roll-off, and charge different prices for each action associated with it, like delivery, swaps, and final removal. To begin, you will need to have a generic service already created in your pricing list.
Navigate to a customer's account and locate the Services section.
Click the plus icon (+) to add a new service.
In the New Service window, select the generic on-request service you want to add. For this example, we select the 30YD Roll Off service.
Click Publish now to add the service to the customer's account.
You will be directed to the service detail page. Locate the Action-based pricing section and click the plus icon (+) to add a priced action.
From the Action dropdown menu, select the first action, such as Delivery.
Enter the price for this action in the Price field. In this example, the delivery fee is $0.00.
Click the plus icon (+) again to add more priced actions. Add a Dump & Return action with a price of $325.00.
Add a third action for the Final pickup with a price of $175.00.
Click Save to confirm the priced actions.
In the Events calendar, schedule the work orders for each action. Click on a date, click + Event, select the appropriate action from the dropdown (e.g., Delivery), and click Save.
Repeat this process to schedule all necessary actions for the service, such as the Dump & Return and Final.
After scheduling, navigate back to the customer's main Services tab. You will see individual work orders for each scheduled action, displaying the corresponding price you set.
To bill the customer, go to the Billing tab and click Create invoice. The invoice preview will list each action as a separate line item with its unique price, ready for billing.