Pricing Mode

Calculator or Flat-rate — what each needs from you, what homeowners see when a price is missing, and what happens when you switch.

Company Settings → Price Book → Pricing mode decides how every price is produced. Calculator, the default, works each price out from your costs and margins. Flat-rate uses the price you set for each option at each size. It's one setting for your whole company — you can't use Calculator for some systems and Flat-rate for others.

Calculator or Flat-rate

	Calculator	Flat-rate
What you enter for each option and size	Your equipment cost, plus materials	The price the homeowner pays
The price is	Your costs, marked up by your margins, plus maintenance	Your price
Business Pricing	Used	Hidden — your numbers are kept
Location surcharges	Added to your costs, so they're marked up too	Added as entered
A size left at $0 or blank	Isn't priced — that option is dropped, and a size with no costs at all means a home visit	Shows Request a quote

Hydronic heating is always priced flat, whichever mode you choose.

An example

A homeowner with a furnace in the attic gets a 2.5-ton system, and your attic surcharge is the starting $2,000.

Calculator: your costs for the Good option come to $7,464. With the starting Business Pricing, that's a price of $16,159 — and the attic surcharge adds about $4,255 more, because it's marked up along with everything else, for $20,414.
Flat-rate: you've set $15,000 for the Good option at 2.5 tons. The surcharge adds $2,000, for $17,000.

What homeowners see

The same pages in both modes — nothing tells them which one you use.

The one difference is a price you've left blank in Flat-rate. That option shows Request a quote, with "We'll get back to you with a tailored price." underneath, in place of a price. The other options keep their prices.

Clicking Continue on a Request a quote option shows a $0 price. The page that follows reads From* $0 — or $0 to your Above price amount, if you've set a pricing range. If you'd rather homeowners never see that, put a price on every option.

Switching modes

Click Calculator or Flat-rate and it's saved straight away — there's no Save button and no confirmation. The next homeowner to submit is priced the new way; estimates already made keep their prices. Your numbers for the other mode aren't deleted: "Switch any time — your data is preserved when you swap modes."

Switching to Flat-rate: enter your flat prices first. Until you do, every option for every whole-home system shows Request a quote. While any are missing, the equipment editor warns you: "3 cell(s) have no flat price set — homeowners landing on those tonnages will see a Request quote card."
Switching back to Calculator: a system you've only ever priced in Flat-rate has no equipment costs, so it isn't priced at all and those homeowners get a home visit. Enter equipment costs before you switch back.

What changes on the Price Book page

Business Pricing disappears in Flat-rate. Your numbers are kept for when you switch back.
The equipment editor swaps its Equipment cost column for Flat price, and hides the materials fields.
Multi-zone mini-splits swap Equipment cost per zone count for Starting price (From) per zone count.

What stays the same

Homes are still sized. Flat-rate still needs the homeowner's square footage to pick a size, and still offers a home visit when it can't — see System Sizing.
Location surcharges still apply, added to your flat price as entered.
Hydronic heating is flat-priced in both modes.