Getting your pricing and discounts right is critical to winning profitable jobs. These settings ensure your proposals reflect accurate pricing and your team applies the right discounts every time.

Navigate to"Database" from the"Manage Database" section.

From the left-hand panel, locate"Discount Categories."From the dropdown, select the job type for which you want to apply the discount category. In this instance, we have selected"Solar Discount Category."

Click on"Add."

From the dropdown, select the“Parent category.”

Enter the “Name” of the discount category.

Click on"Add" to finalize and save your changes. Applying or Creating Discount Categories from the Discount SectionWhen navigating to the Discount section, you can either select an existing discount category created earlier or create a new category directly from this section.

From the dropdown, select the discount category you previously created.

In the next field, select theDiscount Sub-Category.

If you wish to create a new category, select"Add New Category" from the dropdown.

A new tab will open. Enter the “Parent Category” and “Name,” as outlined earlier, and then click"Add" to save the new category. Related ArticlesHow to Add a New Document Template?How to Add Discounts and CashbackHow to Select Multiple Categories for HVACsHow to Add Generator Equipment to Your DatabaseHow to Add Water Filter Equipment to Your Database

💡 A home services contractor uses this feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.