Pricing & Operating Rules

The price for this house
was worked out by rules you wrote.

A crawlspace, a 1968 build, 2,240 square feet. Three of your rules matched the property and applied themselves. Nobody looked anything up.

Book a demo How a rule gets written

412 Ridgeway DrInspection 4128

Property TypeSingle Family
Year Built1968
Square Footage2,240 sq ft
Foundation TypeCrawlspace
Pool / SpaNo
Distance17.6 miles

Standard Home Inspection$500.00
Radon Test$160.00
Foundation TypeFoundation Type = Crawlspace+$100.00
Square Footage 2000 to 2500Square Footage between 2,000 and 2,500+$75.00
Age older than 1970Year Built before 1970+$65.00
Package, radon with standard−$45.00
Coupon REPEAT10−$85.50
Subtotal$769.50
State Sales Tax (6%)$46.17
County Tax (1.5%)$11.54

Grand Total$827.21

Demo organisation. The rules and figures are this company’s own configuration.

How you write a pricing rule

A condition, an amount, and the people allowed to do the work. Written once, in one place, for every job that matches it.

Add New Smart Modifier

Modifier Name

Age older than 1970

Condition 1

Property Field

Year Built

Operator

Value

1970

Surcharge Type

Flat

Surcharge ($)

Additional Duration

00 hr : 00 min

Display Options

Itemized

Surcharge appears as its own line on the client's quote.

Eligibility · Providers

Any provider

PreviewAdd $65.00 if Year Built is < 1970

412 Ridgeway Dr, Cypress, TX 77429

Year Built1968

Condition met

Price: +$65.00
Time: no change
On the client’s quote: Its own line

Who can do it14 of 14

Hannah Reed
Devin Cole
Marcus Bennett
Ben Johnson
Grace Okafor
Priya Raman
Tom Alvarez
Cole Whitfield
Nadia Haddad
Ellis Ward
Rosa Delgado
Simone Clark
Ian Petrov
Ravi Menon

Any provider

Nobody opened this rule. The address did.

What a rule changes

The same kind of condition that moves the money also sets how long the job takes and who is allowed to take it.

The price
+$100.00
Foundation Type = Crawlspace
The time
+60 min
Square Footage between 2,000 and 2,500
Who can do it
Crawlspace-qualified only
Foundation Type = Crawlspace
What the client sees
Rolled into the fee
Hidden in base service price

Three more of your rules read 412 Ridgeway Dr and did not match: this house is 2,240 sq ft, this house has no pool, this house is 17.6 miles away.

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Three services, one time block

The services in a package are your real services, so nothing is set up twice, and the ones marked concurrent share the same block of time.

Standard Home Inspection

Service Fee: $500.00
Package Price: $450.00
Base Duration: 3 hr

Concurrent

Radon Test

Service Fee: $160.00
Package Price: $115.00
Base Duration: 1 hr

Own time

Sewer Scope

Service Fee: $240.00
Package Price: $190.00
Base Duration: 1 hr

Own time

At least one service must remain non-concurrent (anchor). Drag rows to change service order.

Work in the package

5 hr

Time it takes on the calendar

3 hr

5 hr of work booked as one 3 hr block.

What happens after the job is sold

Money your company carries comes out of the payout. It is never added to what the client pays, and tax is the state’s money and never enters anyone’s pay.

Internal · deducted from payout

Radon Testing, EvergreenVendor fee, paid to Evergreen$45.00

Company Fees$73.10

Admin fee7.5% of subtotalOverride$57.71
Insurance recovery2% of subtotal$15.39

Internal, this job$118.10

What the client pays, unchanged$827.21

Scheduled by the service, not by a person

Radon monitor pickup

48 hours after the inspection

Event pay: $30.00
Commission pot, before fees: $307.80
Each of 2, after fees: $94.85

Anyone on your team can run the job

An override changes this one job and leaves the company’s rule alone, which is what makes a rule safe to hand over.

Admin fee, this job

$40.00Override

Admin fee, company default

7.5%Unchanged

One job moved. The rule behind it did not.

Common questions

What can a rule read about a property?
Square footage, year built, foundation type, pool or spa, property type, distance, zip code, lot size, bedrooms, bathrooms and stories. 412 Ridgeway Dr matched on three of them.
Where do the property facts come from?
They are pulled from MLS when the address is added, so a rule reads them without anyone typing them in. A fact can still be edited by hand on the inspection.
Can a surcharge be something other than a flat amount?
Yes. Flat, a percentage, or per unit. A per-unit rule charges a set amount for each block of size, so a larger house accrues consistently instead of jumping at a threshold.
Does the client see every surcharge?
That is your choice, per rule. A rule set to hidden is rolled into the service price and the client sees only the final amount. A rule set to itemized appears as its own line.
Can a rule stop the wrong person being booked?
Yes. A condition carries its own list of eligible providers, and it narrows the list the service already set. Eligibility applies first by the service, then by the rule.
Do we have to rebuild our services to use packages?
No. A package holds your real services. Each keeps its own fee, its own duration and its own eligible providers, and gets a package price on top.

Bring us your weirdest rule

The one that lives in somebody’s head, that new staff get wrong, that you have never been able to write down. We will build it on the call and run a real address through it.

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