AI Pricing Analysis

AI Pricing Analysis reviews your pricing data and gives you actionable recommendations. Navigate to Admin > AI > Pricing to run an analysis.

What the AI Analyzes

When you run a pricing analysis, the AI reviews:

The AI needs at least 30 days of estimate data to generate useful recommendations. More data produces better analysis.

Running an Analysis

1. Go to Admin > AI > Pricing.
2. Click Run Analysis.
3. Wait a few seconds while the AI processes your data.
4. Review the results on the page.

Each analysis uses AI credits. A standard analysis uses 5 credits.

Understanding the Results

The analysis produces three sections:

Pricing Summary

A high-level overview of your current pricing position. The AI tells you whether your rates are above, at, or below market averages for each service type.

Service-Level Recommendations

A card for each service type with a specific recommendation:

• Increase price — Your win rate is high enough to support a price increase without significant volume loss.
• Hold price — Your pricing is well-positioned. No change needed.
• Decrease price — Your win rate for this service is below average. A lower price may recover lost volume.
• Bundle opportunity — This service pairs well with another. Offering a bundle discount could increase average deal size.

Each recommendation includes supporting data: your current rate, suggested range, projected impact on win rate, and projected revenue change.

Margin Analysis

A table showing your estimated margins per service. The AI flags services where margins are unusually thin or where cost inputs may have changed since you last adjusted pricing.

Acting on Recommendations

Recommendations are suggestions, not automatic changes. To adjust your pricing:

1. Review each recommendation carefully.
2. Consider your local market knowledge. The AI uses regional benchmarks, but you know your specific competitive landscape.
3. Go to Admin > Pricing to update your rates. See Setting Up Your Default Pricing.
4. Monitor your win rate for the next 30 days after making changes.

Running Follow-Up Analyses

Run a new analysis after making pricing changes to see the impact. Wait at least 30 days between analyses to allow enough new data to accumulate.

Compare the new analysis to the previous one. Look for improvements in margins and stable or improving close rates.

Tips

• Do not change everything at once. Adjust one or two services at a time so you can measure the effect of each change.
• Small increases add up. A 5% price increase across all services can significantly improve profitability without noticeably affecting close rates.
• Review quarterly. Run an analysis at the start of each quarter to stay aligned with market conditions.
• Factor in your costs. The AI looks at revenue and close rates. Make sure you also account for changes in your supply costs, labor rates, and fuel expenses.