Your default pricing is the foundation for fast, accurate estimates. In QuoteIQ, you can edit your prices by service and assign the appropriate pricing type—whether that’s square footage, per unit, or another metric. This guide walks you through setting it all up.
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Step 1: Open the Settings Menu
From your Dashboard, click Settings in the left-hand sidebar.
Step 2: Click on “Services”
Under the Company Info section, click the Services button to view your current service list.
Step 3: Edit a Service
Find the service you’d like to update and click the pencil icon next to it.
Step 4: Set Your Price and Metric
In the edit screen, you can:
Update the Service Price for the service
Choose your pricing type from the dropdown:
Square Foot Price
Linear Foot Price
Per Quantity
Square Meter Price
Linear Meter Price
Choose the option that best fits how you charge for that specific service.
Step 5: Save Your Changes
Click Save to apply your new price and pricing type.
Your updates will apply instantly across your estimates and automations.