Add Surcharges, Premiums & Upsells
With a standard or enterprise account you have the ability to create unlimited premiums/surcharges and upsells for your customers that you can assign to your services.
Surcharges/Premiums can be created and applied to specific services. For example, if you add a 10% surcharge to properties that have sprinkler systems, you would create a surcharge called 'sprinker system' and give it a surcharge rate of 10 percent (or whatever % you'd like).
You would then apply this surcharge to a service, such as lawn mowing. When the customer adds that service to their quote it will then ask them if they have a sprinkler system.
If they check it off as yes, a 10 percent surcharge gets applied to the total amount of that service being quoted.
Main Features
- Create an unlimited number of possible surcharges, premiums and upsells
- Apply multiple surcharges, premiums and upsells to each of your services
- Users are only shown the possible premiums and upsells that apply to the services they choose.