When a customer’s lawn size changes (e.g., adding 12,000 sq ft), updating the square footage in their profile might not automatically update their service prices. This usually happens because the customer has a Price Override locked onto their estimate.
This guide explains how to update pricing for remaining applications this season and ensure the correct price carries over to next year's renewals.
Step-by-Step Instructions
Step 1: Check for Price Overrides
If you updated the total square footage but the price did not change, check the customer's active or legacy estimate:
- To use System Pricing (automatic rate based on total yard square feet): Open the legacy estimate and delete/clear the manual price overrides. The system will automatically recalculate the price using your standard square footage rates.
- To use a Custom Override Price: Keep the override active and manually enter the new higher price for the remaining services.
Step 2: Update Pricing for Remaining & Future Services
To adjust the cost for remaining applications this season and set up next year's pricing:
- Open the customer's Legacy Estimate.
- Update the Price Override for all services in the program to reflect the new rate.
- Save your changes.
Important Things to Know
Will this affect past completed jobs?
No. Updating prices on the estimate will not change past invoices or completed services. It will only update pending services for the rest of the current season and lock in the new rate when you renew the customer for next season.
Summary Matrix
| Goal | Action Required in Legacy Estimate |
|---|---|
| Charge standard rate based on new total yard square feet | Remove/clear manual price overrides. |
| Charge a specific custom rate | Update manual price overrides for all program services to the new amount. |