{"id":970,"date":"2016-05-17T16:41:17","date_gmt":"2016-05-17T23:41:17","guid":{"rendered":"https:\/\/responsibiddoc.wpengine.com\/?post_type=article&p=970"},"modified":"2016-05-17T16:41:17","modified_gmt":"2016-05-17T23:41:17","slug":"building-out-the-window-cleaning-rough-module","status":"publish","type":"article","link":"https:\/\/docs.symphosize.com\/?article=building-out-the-window-cleaning-rough-module","title":{"rendered":"Building Out The Window Cleaning (Rough) Module"},"content":{"rendered":"

How to setup the Window Cleaning\u00a0\u2013 Rough\u00a0module<\/span><\/p>\n

Start at Settings > Services to access your active & inactive modules.<\/span><\/p>\n

Find the \u201cWindow Cleaning\u201d service, and then the \u201cWindow Cleaning “Rough\u201d module. It may be active or inactive, but by clicking on the name of the module next to the green \u201c+\u201d button, you will enter the edit mode of the module.<\/span><\/p>\n

** IMPORTANT NOTE:<\/strong> This module is best used when you want to use house size and number of stories to determine price\u00a0and NOT pane or window counts.<\/p>\n

Step 1:<\/span><\/h2>\n
\n

Nickname and description:<\/b> Change the nickname & description as necessary, but be careful if you change it\u2019s meaning as the module (and any past bids using this module) is going to be referencing the data with the meaning of each area in context. If you change that context it could create unexpected results.<\/span><\/p>\n

\"Screen<\/p>\n

Package item proposal structure:<\/b> Choose the structure of the proposals for this module. If you decide to use \u201cpackage item\u201d this will allow you to offer several value propositions and different levels of pricing based on those propositions. You may disable packages as you see fit by clicking the \u201cdisabled\u201d button, and change the name of the service levels. By default, it will be called \u201cBasic\u201d, \u201cDeluxe\u201d, or \u201cPremium\u201d but you can click on those names and make it into whatever you\u2019d like. It looks best in the final proposal with shorter names though. You can also add as many line items as you like for each package, but keep in mind that the value propositions should compound as the packages go up in value. Also, adding too many line items can work against you by making the proposal seem complex to the customer and therefore feel like they don\u2019t want to make a decision. Typically 2-3 lines per package (building upon the lines in the above packages) is more than enough. If you disable a package option here, there will be no references to this package when you get to the pricing options in step 3.<\/span><\/p>\n

\"Screen<\/p>\n

Individual\u00a0item proposal structure:\u00a0<\/b>If you choose \u201cIndividual item\u201d there will only be one price offered to the customer from this module, and only a short description.<\/span><\/p>\n

Setting hourly rates:\u00a0<\/b>You will also be able to enter in your \u201cTarget Hourly Rate\u201d for each package by clicking on the dollar amount in each of the package headings and entering in the desired amount of dollars per worker-hour. This will allow you to price things in terms of time if you like (in step 3) and also you will be able to raise your prices by simply raising your hourly rate when the time comes.<\/span><\/p>\n

\"Screen<\/p>\n

Step 2:<\/span><\/h2>\n
\n

Disabling & enabling questions:<\/b>\u00a0By default there will always be questions that a customer will be asked in order to give the information necessary to get a quote. These questions are important to check the wording, spelling, and other hints to make sure that your demographic in your service area is able to understand what is being asked. If you see a question being asked that makes no sense (or in the case of a help video- you do not what to use that part) for your clientele, you can simply click the \u201cDisabled\u201d button in the header and there will be no references to that for your customers, or in your pricing area (step 3). You can effectively \u201cclean out questions\u201d by clicking on the disabled button.<\/span><\/p>\n

\"Screen<\/p>\n

Base Price vs Fine Tune Price:\u00a0<\/b>Every quote in ResponsiBid has a \u201cbase price\u201d<\/b> area within step 2. These are the questions that will be used to figure out the main components of the bid. You can price the responses to price in terms of dollars (or you can price by time\u2013 minutes\/hours\u2013 and your hourly rate determined in step 1 will convert that to dollars).<\/span><\/p>\n

Fine tuning<\/b> questions are questions that are asked in order to tune the bid based on certain circumstances. These questions would help to know if conditions exist that are not the norm, or to break down the complexity of the job. This will become mostly important in step 3 when pricing is done becasue there will be an opportunity to charge (or discount) based on responses to these questions.<\/span><\/p>\n

HELP VIDEO<\/b><\/span><\/h5>\n
\n

This question isn\u2019t really a question asked to the customer\u2026 but it is included in the question portion of the module because it will be presented to the customer along with the questions and usually serves as an opportunity to help explain a concept to the customer that will be useful in the \u201cquestion asking process\u201d. This is not a good time to put in a fully marketing video. In the context of when the customer sees this, they will be trying to come up with specs to the questions being asked. It should be noted that if you upload a custom video to youtube or vimeo this will allow you to position yourself as an expert and convey your brand while you are also explaining the things that they need to know when doing the bidding portion of this module.<\/span><\/p>\n

YouTube:<\/b><\/span><\/p>\n

\n

\"YoutubeEmbed\"<\/p>\n

\"Screen<\/p>\n

Vimeo:<\/b><\/span><\/p>\n

\n

\"Screen<\/p>\n

\"Screen<\/p>\n

To use this question, make sure it is not disabled. Then you can give the video a title. By default we title the video \u201cA video to help you fill out the bid\u201d To the left of that title input field, you can also provide an image and description that will appear in the header above the video when it is presented. Simply click on the image\/description button to the left of the title field and a lightbox will pop up for you to select from imagery and a description field that you can type in as you desire. You can select an image from the library on the left side of the lightbox, and you can deselect it by clicking again. Once you have everything the way you like it you can save and close the lightbox. The you must select the service that you are hosting your video on (youtube or vimeo at this time) and then paste in the \u201cVideo ID\u201d (see image above to see how to get that). By doing this, the area is ready to use. It saves itself as you go, so the moment you are done, there is no need to save. It\u2019s ready to go.<\/span><\/p>\n

SQUARE FOOTAGE<\/strong><\/h5>\n
\n

Why isn\u2019t there anything to fill out in step 2 for this factor?<\/strong>\u00a0When you initially setup your form builder area ( settings > form builder \u2013 If you haven\u2019t done that, you\u2019ll want to do that before setting up this module), part of the setup process was to determine what house (and building) sizes are available when creating a bid. Each of these sizes will get pricing information in the next step. Since step 2 is about setting up your questions, this area doesn\u2019t have much to do becasue the question is asked outside of this module in the form. It is asked in the property information area.<\/p>\n

\"Screen<\/p>\n

<\/h5>\n
CONDITIONAL QUESTION: SUN SCREENS<\/strong><\/h5>\n
\n

Conditional question:<\/strong>\u00a0This is a yes or no question that the customer must answer.<\/p>\n

\"Screen<\/p>\n

If no:<\/strong> If they reply \u201cno\u201d then they will continue on without further question on this factor and there will be no pricing that happens for that factor.<\/p>\n

If yes:<\/strong> If the customer replies \u201cyes\u201d then they will interact with the following factor:<\/p>\n

SUNSCREEN PERCENTAGES<\/strong><\/h5>\n
\n

This question allows you to create as many questions as you need to collect the description about this factor. This is where items are described using the responses that you will allow and create in this area.\u00a0There are 2 main components to this area:<\/p>\n

    \n
  1. A title and heading bar<\/li>\n
  2. The actual responses allowed by the person giving the bid<\/li>\n<\/ol>\n

    \"Screen<\/p>\n

    Title input:<\/strong> In the title area you will be explaining to the customer what kinds of items are going to be counted, make some general instructions (succinct is good), and possibly choose an image for the header as you see fit. This header will set the tone for how to proceed through the counting process.<\/p>\n

    \"Screen<\/p>\n

    Adding items (or responses):<\/strong> The items below the title\/description\/image line is the area where you can add each of the items you would like to be counted. You can add items by clicking on the green button that says \u201cAdd Condition\u201d. Keep in mind that you can only \u201chide items\u201d not delete them. This is so that if any bids exist with that condition, you cannot ruin that bid by deleting the condition. Also, you can bring back any condition you want at a later time by clicking the \u201cShow Deleted Options\u201d button (once you have actually deleted an option).<\/p>\n

    \"Screen<\/p>\n

    Descriptions:<\/strong> When the person giving the bid\u00a0is presented an opportunity to describe this factor of the bid, each of these items will be available in a \u201cdropdown menu\u201d for the bidder to select one response.\u00a0This will be a required field, so make sure there is a response that covers every situation, or simply make sure you add a selection as \u201cother\u201d.<\/p>\n

    Editing or deleting an item:<\/strong> If you\u2019d like to edit the text of any item, simply click the pencil icon to the right of the text. This will allow you to give permission to change the text of an item and make it say something different. It is kind of annoying to have to go through the edit-enabling process, becasue you have to authorize each one, but this is becasue so much damage can be done to your past bids by changing the meaning of any item. We recommend that you create new items (descriptions) before changing existing ones if you are going to create something that doesn\u2019t already exist (as opposed to just refining the naming of something but not changing the overarching meaning). If you\u2019d like to delete an item, you will first need to click on the pencil and go into edit mode to gain access to the \u201cx\u201d that will allow you to confirm your decision and delete an item. You can remain editing for 20 seconds after your last action within any input field.<\/p>\n

    reordering your items:<\/strong> If you\u2019d like to reorder the dropdown items, simply grab the \u201chamburger\u201d icon the is directly before the input field text and drag it into the order you\u2019d like.<\/p>\n

    NUMBER OF STORIES ACCESS<\/strong><\/h5>\n
    \n

    Why isn\u2019t there anything to fill out in step 2 for this factor?<\/strong>\u00a0When the bid is gathering property information, this is part of the data collected, so there is no question to be asked in the module about this. The pricing for this factor, however, will be addressed in the next step.<\/p>\n

    STORM WINDOWS CONDITIONAL<\/strong><\/h5>\n
    \n

    This question functions almost identical to\u00a0the Sunscreen area\u00a0above. All of the same principles apply. There is a second setoff factors to allow you to collect information about the condition of the storm windows too so you can charge according to conditions.<\/p>\n

    HOUSE WASH UPSELL \u2013\u00a0ACCESS<\/strong><\/h5>\n
    \n

    Why isn\u2019t there anything to fill out in step 2 for this factor?<\/strong>\u00a0When the bid is gathering property information, this is part of the data collected, so there is no question to be asked in the module about this. The pricing for this factor, however, will be addressed in the next step.<\/p>\n

    Step 3<\/h2>\n
    \n

    Setting up your pricing:<\/strong>\u00a0Step 3 is geared 100% for setting up pricing for ResponsiBid to use to calculate the price of a quote. The customer will NEVER see this, and once you understand how it all works, it\u2019s really easy to use.<\/p>\n

    BASE PRICE VS FINE TUNE PRICE<\/strong><\/h5>\n
    \n

    You will notice that the pricing is in the\u00a0same exact order that the questions (and question elements) were in back in step 2. Your question will be phrased off to the left before the actual pricing input so that you will always have context on how the pricing will correlate to the specification about the job gathered.<\/p>\n

    Every quote in ResponsiBid has a \u201cbase price\u201d<\/strong> area within step 3. These are the prices\u00a0that will be used to figure out the main components of the bid. You can price the responses to price in terms of dollars (or you can price by time\u2013 minutes\/hours\u2013 and your hourly rate determined in step 1 will convert that to dollars).<\/p>\n

    Fine tuning<\/strong>\u00a0prices are used\u00a0to tune the bid based on certain circumstances. These questions would help to know if conditions exist that are not the norm, or to break down the complexity of the job. This will become mostly important in step 3 when pricing is done becasue there will be an opportunity to charge (or discount) based on responses to these questions. You can still price in terms of dollars or time, but you can also use a percentage option which will take a percentage of the calculated base price of a given bid.<\/p>\n

    Next, you will need to understand how the package or individual pricing inputs correlate to the packages.<\/strong><\/p>\n

    PACKAGES VS INDIVIDUAL<\/strong><\/h5>\n
    \n

    Individual items or package pricing with only one package:<\/strong>\u00a0If you are not using package pricing, or just have one package enabled, you will see that the pricing inputs are simply a 1 to 1 ratio of each question used in the bidding process. Directions for how to use the pricing input is below.<\/p>\n

    \"Screen<\/p>\n

    Package pricing with multiple package options:<\/strong> If you are using package pricing and have more than one package option enabled, you will see that you have columns moving down the page allowing you to put pricing into each column for each package you have enabled in step 1. You should understand that each price you put into the columns is independent of the next column. There is no compounding of pricing from one package to the next. The only compounding that happens is within a particular package.<\/p>\n

    Here\u2019s an example of how package pricing works<\/strong>; let\u2019s say that a customer indicates that they have:<\/p>\n

    qty: 1 of factor \u201cA\u201d
    \nqty: 6 of factor \u201cB\u201d<\/p>\n

    And lets say that the company has 3 package options: \u201cBasic\u201d, \u201cDeluxe\u201d, and \u201cPremium\u201d.<\/p>\n

    \"Example\"<\/p>\n

    For every factor \u201cA\u201d, the company needs to charge $4 for the \u201cBasic\u201d package, and there is no need to charge more than that for \u201cDeluxe\u201d or \u201cPremium\u201d. In this case, there would be a $4 upcharge in each of the inputs for that factor. There is no spillover of price from one package to the other, so in this example, if the only spec we had was for factor \u201cA\u201d the prices of all packages would come to the same amount.<\/p>\n

    For every factor \u201cB\u201d, the company needs to charge $1 for the \u201cBasic\u201d package, $2 for the \u201cDeluxe\u201d package, and $3 for the \u201cPremium\u201d package. In this case, the pricing would be set to each of those prices respectively for that factor. That way when the qty of 6 is multiplied against the respective prices, this factor would be $6, $12, and $18 for each of the respective packages.<\/p>\n

    So in total, the Basic package<\/strong> would come to $4 + $6, for a total of $10
    \nThe Deluxe\u00a0package<\/strong> would come to $4 + $12, for a total of $16
    \nThe Basic package<\/strong> would come to $4 + $18 for a total of $22<\/p>\n

    Notice how the factors themselves compounded within<\/em> the package, but there was no bleed over of pricing from one package to another. The price from one column to the other starts over, and isnot<\/em> an upgrade\/downgrade fee.<\/p>\n

    USING THE PRICING INPUT<\/strong><\/h5>\n
    \n

    How the pricing input works:\u00a0<\/strong>There are 3 components to the pricing input:<\/p>\n

    \"input\"<\/p>\n

      \n
    1. The first section of the input can be clicked to determine if the pricing entered is a dollar amount to be charged for this condition, a time to consider (working in tandem with the hourly rate set in step 1) per occurrence of the factor, or in the case of a \u201cfine tune item\u201d a percentage of the base price. You can click and select the option you want and it will automatically save whatever you choose.<\/li>\n
    2. The second part of the input is where you will put your numerical value. If you have moved the selection to be in terms of \u201cdollars\u201d, the input will be calculated as $5 per occurrence of the factor, but if you make it an \u201chour\u201d option that same 5 will represent 5 hours of man-hours calculated against your hourly rate per occurrence of the factor. It is important that this is paid special attention to, as you can see in this example those would be dramatically different results. And remember that everything saves instantaneously, so casually changing something can have really impacting results.<\/li>\n
    3. The third section of the input is also very powerful. You can set the input to increase (upcharge) the price of the bid by the amount specified and in some cases, deduct (discount) from the total price of the job. Simply click the last part of the input and choose what you want to use for that input for that factor within the given package and you can just as easily charge $5 for some factor as discount by $5 by making this change. There are 2 other special options in this menu. If you are simply collecting specifications that will not be used to calculate price within the module, you can choose to upcharge or discount by $0 and achieve you goal\u2026 of you can choose the \u201cignore\u201d option form this menu. If you do this, it will be abundantly clear at a glance that you are not going to charge for that factor within that package. The input will turn blue, and you can simply click on it to change to one of the other options if you like. Also there is an option to set the input to \u201cbid in person\u201d. This is similar to the \u201cignore\u201d option in that it will remove the pricing attribute of the input area, but the function will be quite different. If a bid collects the spec for that package that triggers this, no price will initially show in the proposal until the administrator (business) has had an opportunity to input the \u201coverride\u201d for that specification into that customer\u2019s bid. When all \u201cbid in person\u201d factors have had their override, the bid will calculate as normal, but use the overrides for those factors, letting the price go into the proposal.<\/li>\n<\/ol>\n

      \"Screen<\/p>\n

      In the above example, when a customer indicates that the building is unfurnished, the \u201cBasic\u201d\u00a0package will continue to calculate without any regard to that question, the \u201cDeluxe\u201d package will discount by 10% of the base price, and the premium package will withhold pricing until the admin gives an override for that factor within the customer\u2019s bid.<\/p>\n

      SETTING PRICING FOR\u00a0HOUSE SIZE<\/strong><\/h5>\n
      \n

      Pricing matrix basics:<\/strong>\u00a0The house size is selected outside of the module, but the information is used inside the module. Whatever you have available inside of the form builder (settings > form builder), will be available to you in this area for pricing. Keep in mind that if you add new house sizes in the\u00a0form builder later, they will be added to this area by default with $0 pricing for each package. If you delete house sizes in the form builder, you will be removing the lowest rows from this matrix. And lastly, if you change the definitions of your house sizes in the form builder, those changes will also be automatically reflected here.<\/p>\n

      The base price for each package will only use one input from this matrix per bid, so in the case of a 3 package service, only one row will be assumed per bid (for the correlating building size of course). Also remember that the prices here do not compound against each other. If you want to charge a certain number of dollars or hours for a package, the numbers will be independent of what is going on in adjacent packages, so you will need to contain the entire price for this factor\u2019s correlating package in each input. These are NOT upgrade prices in any direction. They stand alone for the selection.<\/p>\n

      Example:<\/strong><\/p>\n

      \"Screen<\/p>\n

      In this example, the\u00a0if the property indicates that they are a \u201cLarge House\u201d, then the base price is going to compile $250 into the base price of the basic package, $300 for the deluxe, and $340 for the Premium. If all other factors came in at $0, then these would be the final prices for that bid\u2019s packages.<\/p>\n

      SETTING PRICING FOR SUN SCREENS<\/strong><\/h5>\n
      \n

      Description of sun screen situation:<\/strong>\u00a0When filling out the quote, one of the description lines must be used and here is where you will be able to charge for this factor.<\/p>\n

      Example:<\/strong><\/p>\n

      \"Screen<\/p>\n

      In the above example, if the description chosen says there are \u201c0%\u201d sunscreens, then no pricing will be added to any of the packages\u2013 the base price will hold just fine. However, if the next option is selected indicating that\u00a0there are 25% or less sunscreens there will be a 25%\u00a0fee added to the basic package, 25% would be added to the deluxe package\u2019s base price, and 25% added to the premium package. A dollar\u00a0or hourly\u00a0fee could be used if desired by clicking on the percent\u00a0symbol to choose another option.<\/p>\n

      Also,\u00a0if a certain factor response would make site-unseen bids impossible (or you would need more information from the customer), \u00a0simply choosing the \u201cbid in person\u201d option from the input menu would be the best choice for that response. A good example would be if you had created a response called \u201cother\u201d.<\/p>\n

      \n
      SETTING PRICING\u00a0NUMBER OF STORIES\u00a0<\/strong><\/h5>\n
      \n

      Pricing number of stories factors:<\/strong>\u00a0This is essentially your opportunity to charge extra for extra time accessing high or difficult places that are inherent as buildings get taller. This matrix has up to 3 tabs (one for each package offered.<\/p>\n

      Example:<\/strong><\/p>\n

      \"Screen<\/p>\n

      In the above example, if the bid indicates that the building is 2 stories and a \u201cLarge House\u201d, then when building up the basic package, there would be a $45 dollar charge added into the price. This could easily become a % upcharge of the calculated base price by simply clicking the dollar symbol and turning it into a percentage (or a time charge for that matter as explained above). This would all hold true as changing the package tab and setting the access pricing according to the needs of the value expressed in step 1 (perhaps the deluxe package would require more ladderwork or access charges to accomplish the value proposition of that package. If that\u2019s the case, then the pricing set forth in the tab for that package would take into account the extra charge for the extra work of the access component.<\/p>\n<\/div>\n

      Also in the above example, if the house was a one story home with a basement, that information would be collected, but ignored in the calculation of the basic package because it is ignored here. Just as a 3 story home (with a basement or not) would trigger a bid in person behavior needing an override for this factor before presenting the price.<\/p>\n

      As you price this factor, it is very common for the pricing of one package to be the\u00a0same throughout each package as access fees are rarely different between packages, so don\u2019t worry if your packages are all set to the same pricing given house size and house height. This is normal. But it will come in handy if your different packages will involve different levels of ladderwork or access, so if you choose to vary your pricing for those reasons, then you will have that ability.<\/p>\n

      STORM WINDOW CONDITION PRICING<\/strong><\/h5>\n
      \n

      This area works by the exact principles of the sunscreen\u00a0factor above. All principles above should be applied here. Keep in mind that there is also the ability to control the price based on the age\/condition of the storm window description.<\/p>\n

      SETTING PRICING FOR\u00a0<\/strong>HOUSE WASH UPSELL \u2013\u00a0ACCESS<\/strong><\/h5>\n
      \n
      \n

      Pricing number of stories factors based on house size:<\/strong>\u00a0This is essentially your opportunity to charge extra for the extra time accessing high or difficult places soft wash or pressure wash a building.<\/p>\n

      Example:<\/strong><\/p>\n

      \"Screen<\/p>\n

      In the above example, if the bid indicates that the building is 2 stories and a \u201cLarge House\u201d, then when building up the premium\u00a0package, there would be a $495 dollar house wash charge added into the price. This could easily become a % upcharge of the calculated base price by simply clicking the dollar symbol and turning it into a percentage (or a time charge for that matter as explained above). This would all hold true as changing the package tab and setting the access pricing according to the needs of the value expressed in step 1 (perhaps the deluxe package would also have a house-wash-type value proposition. If that\u2019s the case, then the pricing set forth in the tab for that package would take into account the extra charge for the extra work of the access component.<\/p>\n<\/div>\n

      Also in the above example, if the house was a one story home with a basement, that information would be collected, but ignored in the calculation of the basic package because it is ignored here. Just as a 3 story home (with a basement or not) would trigger a bid in person behavior needing an override for this factor before presenting the price.<\/p>\n

      As you price this factor, it is very common for the pricing of only the premium (or highest) package to add these fees, so don\u2019t worry if your other packages are all set to ignore this pricing. This is normal. But it will come in handy if your different packages will involve different levels of ladderwork \/ access \/ value propositions (we\u2019ve seen people use this to add gutter whitening or other value to a package\u2026 this is where you could account for that pricing), so if you choose to vary your pricing for those reasons, then you will have that ability.<\/p>\n

      <\/h5>\n
      <\/h5>\n

      Step 4:<\/h2>\n
      \n

      Finalizing the proposal:<\/strong>\u00a0Step 4 is where you will setup the overarching details of how the proposals will be presented. In step 4 we will be setting up:<\/p>\n

        \n
      • If the area minimum should be set<\/li>\n
      • If the house size minimum should be set<\/li>\n
      • If a trip charge should be added to each quote<\/li>\n
      • If a dollar minimum should apply to each package<\/li>\n
      • If a quantity\u00a0minimum should apply<\/li>\n
      • If volume discounting should be part of your pricing strategy<\/li>\n
      • Disclaimers for bids with pricing<\/li>\n
      • Disclaimer for bids that do not have pricing<\/li>\n
      • If the disclaimer should be visible by default in the proposal<\/li>\n<\/ul>\n
        AREA MINIMUM<\/strong><\/h5>\n
        \n

        In your form builder (settings > form builder) you have setup a list of service areas to be chosen from when getting a bid. As each area is enabled, it is possible to set minimum pricing for each of your available 3 package options. If you turn this feature on for the module, then after ResponsiBid calculates a price for any package, it will compare the calculated price to the minimum you have set for the service area that the bid is being given for. If the calculation is lower than the service area minimum, then ResponsiBid will override the calculated price with the minimum for that service area for that package.\u00a0The customer will never see this as it is added into the price from the back end. More about how to deal with it on a customer by customer basis below.<\/p>\n

        HOUSE SIZE\u00a0MINIMUM<\/strong><\/h5>\n
        \n

        In your form builder (settings > form builder) you have setup a list of house sizes to be chosen from when getting a bid. As each area is enabled, it is possible to set minimum pricing for each of your available 3 package options. If you turn this feature on for the module, then after ResponsiBid calculates a price for any package, it will compare the calculated price to the minimum you have set for the house size\u00a0that the bid is being given for. If the calculation is lower than the house size\u00a0minimum, then ResponsiBid will override the calculated price with the minimum for that house size\u00a0for that package.\u00a0The customer will never see this as it is added into the price from the back end.\u00a0More about how to deal with it on a customer by customer basis below.<\/p>\n

        TRIP CHARGE<\/strong><\/h5>\n
        \n

        In your form builder (settings > form builder) you have setup a list of service areas to be chosen from when getting a bid. As each area is enabled, it is possible to set a trip charge\u00a0for each service area. If you turn this feature on for the module, then after ResponsiBid calculates a price for any package, it will automatically add\u00a0the desired trip charge into each package at the end. \u00a0The customer will never see this as it is added into the price from the back end. More about how to deal with it on a customer by customer basis below.<\/p>\n

        DOLLAR MINIMUM<\/strong><\/h5>\n
        \n

        If you enable this option, you will have the opportunity to ensure that regardless of house size or service area, no matter how few specs the customer has, the price will never drop below a certain dollar amount.\u00a0An example would be if a customer wanted a bid for carpet cleaning, yet the job was for only 1 room, there could be a job minimum to ensure that the calculated price for that 1 room wouldn\u2019t be what the customer saw on the proposal. The customer will never see this as it is added into the price from the back end. More about how to deal with it on a customer by customer basis below.<\/p>\n

        AREA MINIMUM + HOUSE SIZE\u00a0MINIMUM + TRIP CHARGE + DOLLAR MINIMUM<\/strong><\/h5>\n
        \n

        You may be wondering what happens when all of these come into play. Well, here\u2019s an example:<\/p>\n

        \"Screen<\/p>\n

        When a bid comes in, you can click on the package price to open it up. You will see the icons signifying that different minimums that are coming into play. In this bid you\u2019ll see that the calculated price for the job was $4.75. Obviously no one can go out to a service call for that kind of money, so a bunch of minimums\u00a0that were setup came to the rescue. The first minimum was $200 (area minimum) for the service area that this customer lived in. There was also a house size minimum of $139, and another dollar minimum (job minimum) for $100. These minimums ultimately got ignored, becasue they were lower than the Area Minimum and ResponsiBid will always pick the highest\u00a0minimum for bid to serve as the floor. Then, if a trip surcharge is applicable, it will be added onto the end, so that is why the\u00a0grand total came to $250 ($200 area minimum + $50 trip charge)\u2026 even though the calculated price was $4.75.<\/p>\n

        Turning off the minimums or trip charges for a customer:<\/strong><\/p>\n

        Sometimes you will want to turn off an override for a customer in one of these areas. It\u2019s really easy. Just open up the package that you\u2019d like to turn it off for and then click on the icon of the item you\u2019d like to remove. Re-Save the bid and then you will see that anything you disabled will be greyed out and removed from the bid. Here\u2019s the same example as above with all of the minimums and the trip charge removed:<\/p>\n

        \"Screen<\/p>\n

        As you can see, ResponsiBid always rounds the final number. Customers are more likely to purchase if the number has less digits. It\u2019s a psychological thing.<\/p>\n

        <\/h5>\n
        QUANTITY MINIMUMS<\/strong><\/h5>\n
        \n

        ResponsiBid will allow you to set quantity minimums. You can set it up to work several ways.<\/p>\n

        Total minimum for all conditions in a factor:<\/strong> In this area, you can set a number to prompt the customer (or employee) if they are running a bid that really needs at least a certain number of factors. Here\u2019s an example:<\/p>\n

        \"Screen<\/p>\n

        In the above example, if the customer tried to submit a bid (let\u2019s say this is a window cleaning quote) without at least one window counted of any style at all\u2026 they will see a red warning saying that they must have at least 1 window. This is true for any bid that you give, there will almost always need to be at least 1 item total.<\/p>\n

        Minimum number for a single condition:<\/strong> Let\u2019s keep going with the above example\u2026 Let\u2019s say that there is a specific window that we want at least 5 of. After enabling the quantity minimum, you would scroll down to the area where that window is, and enter that there must be at least 5 of that window. Like this:<\/p>\n

        \"Screen<\/p>\n

        In this case, just like the scenario above, if the customer tries to go on without entering 5 of this option\u2026 there will be a red warning that says they must have at least 5 of that specific item.<\/p>\n

        But what if you\u2019d rather something a little more subtle? Perhaps if the customer says that they have 3 of that item (or any number less than 5), you\u2019d rather that they were able to just move on, and in the\u00a0background just compute that there were 5 of them. You can do that. Simply check the \u201cDo Not Prompt Customer\u201d box and that\u2019s exactly what will happen.<\/p>\n

        \"Screen<\/p>\n

        If the customer fills out the whole bid and says they have less than the amount you specify, then the calculation will still compute as if they said they had the desired quantity. If the customer indicates that they have more than the amount you set here, then their actual response will be used to calculate the proposal.<\/p>\n

        VOLUME DISCOUNTS<\/strong><\/h5>\n
        \n

        Sometimes volume discounts will be part of your pricing strategy. In these cases, you will want to setup a way to reward your customers with discounts at certain price breaks. To do this, simply check the \u201cEnable Volume Discounts\u201d button and find the conditions where you will offer some volume discounts.<\/p>\n

        \"Screen<\/p>\n

        In the above example, you can see that there are 2 price break areas. You can click the green \u201c+ Add Discount\u201d button and create as many as you need. Simply choose from a percent or dollar amount, then give the value of the discount. The final thing will be to add the quantity you\u2019d like to use to award the discount. ResponsiBid will run all the volume discounts that apply on any given bid, and then award the highest discount to the package. A percentage discount does not work off of the \u201cbase price\u201d. It works off of the grand total. If you\u2019d like to delete a discount, simply click the trash can button and since everything here saves automatically, you have nothing left to do. It\u2019s all saved and done.<\/p>\n

        DISCLAIMERS<\/strong><\/h5>\n
        \n

        ResponsiBid will allow you to frame up every quote with all the fine print you need. Keep in mind that you may use HTML in this area if you desire. There are 2 types\u00a0of disclaimers:<\/p>\n

          \n
        1. The bid disclaimer<\/strong> is what will show if the bid is given and ANY price makes it all the way to the proposal. If any price is given (and perhaps others are flagged as \u201cbid in person\u201d) this disclaimer is what will show directly below those prices.\"Screen<\/li>\n
        2. The bid in person disclaimer<\/strong> is what shows if no prices are able to be calculated because of overrides needing to be put on the bid.<\/li>\n<\/ol>\n

          The bid disclaimer can be opened by default (as the example above), or if you check the \u201ccollapse disclaimer accordion by default\u201d in step 4, you can make it so it can only be seen once the person viewing the proposal clicks on the triangle by \u201cService Details\u201d to open it up to read it.<\/p>\n

          And that\u2019s it.<\/strong> You have properly setup your module. You can now run some test bids and fine tune from there now that you understand how everything works.<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":147,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","article-categories":[42,10,11,28],"class_list":["post-970","article","type-article","status-publish","format-standard","hentry","article-category-packages","article-category-company-setup","article-category-getting-started","article-category-pricing-setup","article-tag-module-setup","article-tag-window-cleaning","article-tag-rough"],"_links":{"self":[{"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=\/wp\/v2\/articles\/970","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=\/wp\/v2\/articles"}],"about":[{"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=970"}],"version-history":[{"count":0,"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=\/wp\/v2\/articles\/970\/revisions"}],"wp:attachment":[{"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=970"}],"wp:term":[{"taxonomy":"article-category","embeddable":true,"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=%2Fwp%2Fv2%2Farticle-categories&post=970"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}