Setting Up Your Default Pricing

The Pricing Manager is where you define rates for every service you offer. These rates feed into the estimator so you get consistent, accurate pricing on every job.

Under the quote-core price-book rollout, CE Pro now treats pricing in two layers: one shared default price book that can serve as the baseline across every workspace, and a workspace-specific default book for any organization that needs its own custom rates or catalog changes.

That means a custom pricing change made in one organization stays private to that organization. The shared default book can still be used as the starting point, but org-specific edits do not leak into another workspace's pricing.

The current rollout now treats those org books as overrides on top of the shared baseline instead of forcing a full clone before every read. If one workspace customizes a service, CE Pro keeps showing that workspace's override for that one item while the rest of the untouched catalog still falls back to the shared default book.

That shared fallback also stays intact during background repair and sync work. If CE Pro needs to refresh an org-specific catalog bridge, it still resolves untouched shared baseline items from the platform default book instead of temporarily hiding them from that workspace.

Pricing saves now also dual-write the active residential config into the workspace's shared default price book. That keeps the quote-core price-book layer current right after Save & Activate or a version restore, instead of waiting for a later background repair before the shared system sees the new rates.

Existing workspaces keep that same active residential pricing during the rollout too. When the shared price-book settings layer backfills onto an older org, CE Pro now preserves the saved residential pricing config under the same nested key the quote-core readers use instead of falling back to the platform defaults.

The shared default price book also now carries the live asphalt maintenance catalog. That baseline includes single-coat and double-coat sealcoat items plus crack fill, line striping refresh, and patch repair add-ons. Workspaces can still override those asphalt items privately in their own default book without affecting other organizations.

Opening the Pricing Manager

Click Pricing in the left sidebar. The Pricing Manager page loads with collapsible accordion sections for each service.

Service Sections

Each service has its own accordion section. Expand a section by clicking its header. Fill in the fields and move to the next one.

House Wash

Windows

Driveway

Sidewalks

Roof Cleaning

Gutter Cleaning

Deck, Patio, and Fence

These sections follow the same pattern: price per square foot or linear foot and a minimum price.

Package Tiers

Scroll below the service sections to find Package Tiers. Package tiers let you offer bundled discounts when a customer selects multiple services.

Each tier has:

• Name — A label customers see, like "Gold" or "Full Property."
• Description — A short note about what the tier includes.
• Min Services — The number of services a customer must select to qualify.
• Discount % — The percentage discount applied to the total.

Click + Add Tier to create a new tier. Click the trash icon to remove one.

Maintenance Plan Defaults

Below Package Tiers you find Maintenance Plan settings. These apply when a customer opts into a recurring service agreement.

Global Settings

At the bottom of the page you find three global fields:

• Global Minimum Ticket — The absolute lowest total you will charge for any estimate.
• Estimate Expiry Days — How many days before an unsent estimate expires.
• Tax Rate % — Default tax rate applied to estimates.

Red Line Settings

If your sales team uses Red Line pricing, open the Red Line accordion in Pricing Manager. This section controls the floor-pricing model that sits on top of the normal residential calculator.

The floor is not a separate flat-price table. CE Pro first calculates the suggested service price from the service inputs, then applies your configured floor percentage to that suggested price.

Use these fields:

• Enable Red Line -- turns the feature on or off for the workspace.
• Enable Rehash Department -- adds the residential win-back queue, templates, and recovered-close attribution layer on top of Red Line.
• Enable Rehash template A/B testing -- alternates the seeded Rehash templates automatically and unlocks template-variant reporting in Rehash analytics.
• Auto-enroll unsold quotes -- starts the staged Rehash sequence automatically when an unsold residential quote is saved with an active disposition.
• Enable Day 21 auto-discount -- allows the built-in 10% Day 21 offer when the saved Red Line floors still hold.
• Enable Day 90 final offer -- allows the built-in 15% Day 90 final-offer message when that offer still stays above floor.
• Show commissions to reps -- controls whether sales reps see their live commission while pricing.
• Enable manager override tracking -- lets residential estimates save a below-floor draft, creates manager-approval requests from the estimator, and blocks sending until an override is approved.
• Allow commission exports -- unlocks payroll-ready commission CSV exports from the Commissions dashboard, including recovered Rehash split payouts.
• Default Floor % -- fallback floor percentage for any service without its own override.
• Per-Service Floor % -- lets you set a different floor percentage for house wash, roof cleaning, driveway, and the other residential services.
• Service Base Commission % -- paid on the sold price when the rep is at or below the floor.
• Service Upside Commission % -- paid on the dollars above the floor.
• Add-On Commission % -- paid on residential add-ons.
• Near Floor Threshold % and Healthy Upside Threshold % -- drive the status labels shown in the estimator.

Rehash is a residential-only bolt-on in this rollout. The queue, staged messaging, and recovered-close attribution do not apply to commercial or fleet estimates.

If the Rehash page ever opens with a setup warning instead of the queue, the workspace is missing part of the latest Rehash database rollout. Apply the latest migrations, then refresh the page.

Preview Panel

On the right side of the page, a blue preview card shows a sample calculation. It uses a 2,000 sqft, 2-story home with moderate dirtiness.

As you change rates, the preview updates in real time. Use it to gut-check your numbers before saving.

Saving Your Pricing

Click Save & Activate at the bottom of the page. Your new rates apply to all future estimates immediately.

Changing rates does not affect estimates you already sent. Sent estimates keep the rates they were created with.

The save now validates the pricing payload before it creates a new version. In practice, that means malformed percentages, negative pricing values, invalid visit counts, or incomplete package rows are rejected before a broken pricing version can go live.

Under the hood, CE Pro now keeps the active pricing version mirrored into the workspace's default price book as part of that same save flow. If the shared price-book sync cannot complete, CE Pro restores the previous active pricing version instead of leaving the office pricing screen and the unified quote-core price book out of sync.

Version History

Below Save & Activate, the Version History section shows every past pricing configuration. Each entry shows the date it was saved and who saved it.

Click Restore next to any version to roll back to those rates. The restored version becomes a new entry at the top.

Restore actions only accept real saved version numbers, so stray or malformed restore requests no longer flip the active config accidentally.

Restore actions now keep the shared default price book aligned too, so the unified quote-core pricing layer immediately reflects the restored version instead of lagging behind the active pricing manager entry.

Tips

• Start with your most common service. Get House Wash dialed in first, then move to the others.
• Adjust after a few estimates. Send three to five estimates and see how they land before fine-tuning.
• Use the preview panel. It catches mistakes before your customers do.
• Set your minimums. A low minimum erodes profit on small jobs. Make sure every truck roll is worth your time.