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Get a quick price with Pricing Calcs

Someone asks what a job would cost and you do not need a quote, a customer record, or a document — you need a number. Pricing Calcs runs a set of inputs through one of your pricing models and shows you the answer, broken down.

Before you start​

  • You need at least one pricing model. A calculation is nothing more than a run through a model you have already built.
  • Find the screen under Sales Pipeline → Pricing Calcs.

Create a calculation​

  1. Click Create Pricing Calculation.
  2. Fill in Name (optional) and Description (optional) if you want to find this again later. Leave the name blank and it is named after the model you pick.
  3. Click Pick pricing model and choose the model to price against.
  4. Click Create. You land straight in the calculator.

You cannot change which model a calculation uses afterwards. To price the same job against a different model, create a second calculation.

Describe the job​

The Mode switch at the top of Pricing Calculator decides how you enter the job.

Pick products, roofs & other inputs is the one to start with. You describe the job much as your customer would: choose products from your catalogue or add one-offs, add roofs, add air conditioning rooms and outdoor unit locations, set the distance from your nearest office, and answer the boiler replacement questions.

Use direct variables skips all that and lets you type values straight into the formula variables the model uses. It is quicker when you know exactly which number you want to move.

Sections only appear if the model's formulas actually use them. If you were expecting a Roofs section and there isn't one, that model does not reference any roof variables — which is worth knowing, because it means roof detail would not change the price anyway.

Read the result​

Calculation Results lists one row per block in the pricing model with the amount it contributed. Expand a row to see the condition that was tested, the formula that ran, and the result, or use Expand All to open everything at once. The Total sits at the bottom.

Because the breakdown follows your model block by block, this is also the fastest way to see why a price came out the way it did.

caution

The total excludes VAT. Prices shown to your customers in a quote have VAT applied on top where it applies, so do not compare the two figures directly.

What a calculation is, and is not​

  • It saves itself. There is no save button. Change an input and the calculation updates and stores itself.
  • It is a snapshot of the model. A calculation takes a copy of the pricing model at the moment you create it. Edit that model afterwards and existing calculations keep pricing the old way. If you want current pricing, create a new calculation.
  • It is not connected to anything. A calculation has no customer, and it does not feed into a quote, a proposal, or your reporting. There is no way to email, export, or print one, so if you need something to send, build a quote instead.
  • Everyone sees everything. Calculations are shared across your team, not private to whoever made them. Name them with that in mind.

Manage saved calculations​

The list shows each calculation's Name, Description, and when it was created and last updated. Search matches the name, description, or reference. Click a row to reopen it.

Select rows to use the Actions: row: Clone to copy a calculation and vary it, or Delete to remove it. Deleting warns that it cannot be undone.

Cloning copies the snapshot too, so a clone prices against the same version of the model as the original, not the current one.

Check it worked​

  1. Enter a job you have priced by hand recently and compare the total, remembering it excludes VAT.
  2. Expand the blocks and confirm the conditional costs you expected to apply actually fired.
  3. Leave the page and reopen the calculation to confirm your inputs were kept.