Service types and prices

A service type is a template for what you sell: how it’s priced, what agents are paid, what every booking of it gets, and the form clients fill in to request it. Every quote starts from its type’s settings, and each booking is finalised on its quote.

Find a service type

Settings › Service types lists your types, each with its icon and code tag. The filters show Offered, Hidden and Archived. A type marked Staff create it can’t be requested by clients; only your staff quote it.

Add a service type

Select Add a service type. The configurator goes step by step: Basics, Pricing, Pay, Staffing, Line items, payment and cancellation, Reports, Capabilities, Request form and Review. Each step is checked before Next; Back and the step list go back to any step you’ve reached.

1. Basics: in Start from, pick a blank service, one of the starter service types, or a copy of one of yours. Every setting comes with it. Then the name, Code (2 to 4 capital letters or digits; it can’t change later), description, icon, and whether client contacts can request it.
2. Pricing: by the hour, by the day, or a flat price per booking; the rate per agent, any roles with their own rate (a lead or a driver), the minimum, how time rounds up, and sales tax.
3. Pay: what agents earn, separate from the price: by the hour, per shift or per booking, the minimum, and what each is paid when a late cancellation fee is charged. Each agent’s own rate on their profile comes first.
4. Staffing: the typical number of agents and length, and Required credentials. Only agents holding every required credential, approved and in date, can be offered the work.
5. Line items, payment and cancellation: default line items from the price list, whether a deposit is charged at approval, the billing period, and the cancellation window and fee.
6. Reports: whether a report is needed after the job, its template and how often, and incident reports.
7. Capabilities: what every booking of the type gets, such as tracking, the geofenced post, check-ins and the shift log.
8. Request form: see below.
9. Review: every setting as the type’s page will show it. Select Add and offer it, or Add it hidden to show it later.

Your unfinished type is kept if you leave; Start over throws it away.

Change a service type

A type’s page shows each section as a card: Overview, Pricing, Agent pay, Staffing, Default line items, Payment and invoicing, Cancellation, Reports and what every booking gets. Select a card’s Edit button, change it, and save.

Each sheet says what a change reaches. New prices apply to new quotes, and quotes and bookings already made keep theirs. Pay changes apply to work accepted from now on. Capability changes reach every booking of the type, including ones already made.

Every invoice draft waits for your review before it’s sent. A type’s page shows this as “Sent after your review”.

At the bottom of the page, Hide a type to stop new work for it, Show it again, or Archive or Delete it. A type with bookings is archived, not deleted: those keep it, and you can restore it later.

Edit the request form

On a type’s page, select Edit the form, with a live preview. The editor sits beside the form exactly as a client sees it, and every change shows at once. Nothing typed in the preview is saved or sent.

• Choose where the work happens: One place, A route (pick-up, stops and drop-off) or A site.
• Choose whether to Ask for a flight number, whether the client chooses how many agents, and whether to Show an estimated price.
• Under Your questions, select Add a question, type it, choose its answer type (short answer, long answer, choice, yes or no, number, date or file), and move or remove questions.

Select Save form. Each save is a new version; Discard changes drops what you haven’t saved.

The price list

Settings › Price list holds the items quotes add beside agent time, like mileage or a vehicle. Staff pick from it on each quote, and service types start their quotes with some of them.

1. Select Add an item.
2. Enter the Name, what the client reads, and the Unit: each, per hour, per day, per mile, or per agent per day.
3. Enter the Price to the client, and whether it’s Taxable.
4. Optionally, what it’s Paid to agents, like a per diem. Leave it empty if it pays nothing.
5. Select Add item.

Quotes and bookings keep their own copy of each line, so a change applies to new quotes only. An item that has been on a booking is archived when you remove it, not deleted.

Who can do what

What each role may do

Area	Owner	Admin	Dispatcher	Viewer
Service types and settings lists	Changes	Changes	Without agent pay	Without agent pay
The price list	Changes	Changes	Without agent pay	Without agent pay

The owner and admins add and change service types, the request form and the price list; everyone else can read every setting. While your account is on hold, changes are paused.