Review the price, margin, and discounts
Use this guide to choose a customer price with a clear understanding of the modeled economics. Review the final price after discounts, not just the original recommendation.
Before you start
Confirm business costs, labor assumptions, home details, and service scope. You can review the protected price without PriceBrain access. PriceBrain is a separate, access-dependent choice when relevant evidence supports it.
Review and choose
- Check the estimated work and modeled direct cost. Correct an estimating input before using the recommendation.
- Review the protected price and target margin. The protected price remains the default.
- Choose the price you intend to offer. If you use a manual price or an available PriceBrain Try, check the resulting economics.
- In Review, open Price and discount when applying a discount. Choose a percentage or amount and confirm which part of the offer it affects.
- Check the customer total and updated modeled margin after the discount. Read any safety warning before approving a customer link.
- Review the customer-facing preview and scope before sharing.
Understand the numbers
Modeled direct cost is an estimate of the job's labor and other direct costs under the current assumptions. It is not an invoice total, customer revenue, or observed cost from a completed job.
Margin describes the share of the customer price left after the cost basis being shown. It differs from markup, which compares the price increase with cost. It also differs from accounting profit after all overhead, taxes, and other business expenses.
Illustration, not a PriceFlow calculation or customer result: at a $300 price and $180 direct cost, $120 remains, or 40% of the price. A $30 discount leaves a $270 price and $90 remaining, about 33.3%. The discount did not reduce the cleaning cost.
What to expect
Your selected price and the final discounted customer price remain distinct. A later discount can reduce or erase the extra amount from a PriceBrain choice.
Margin protection depends on modeled inputs. Overrides, discounts, extra work, higher actual costs, or a job taking longer can change the result. Customer-price changes do not retroactively change the labor estimate used to assess estimating accuracy.
Common questions
Does a warning prevent every bad price? No. Read the warning and judge the work and commitment yourself.
Is the displayed amount take-home profit? No. Check whether the cost is modeled or observed, and account separately for wider business expenses.
When to contact support
Contact support if the customer preview and final total disagree or a discount appears to change the wrong part of the offer. Pause sharing until the discrepancy is resolved.