Quote pricing controls how Aiventic prices a job after triage: the service charge, labor levels, parts markup, discounts, extra charges and sales tax. Owners set these rules in Settings > Quote pricing, and Aiventic applies them when someone selects Calculate pricing on a job.
Who can do this: Owners only, with an active subscription. Service Managers and Technicians don't see Quote pricing in Settings.
The four tabs
Tab | What you set |
Pricing settings | Service charge, waiving the service charge, and brand multipliers |
Jobs types & descriptions | Job types (labor levels with a price) and job descriptions by equipment type and brand |
Parts | Parts markup ranges, which parts are included, and parts sourcing |
Charges & taxes | Discounts, additional charges and sales tax |
How a job total is built
The total is the service charge plus the job type (labor) price plus the parts price, plus any additional charges, minus any discount, plus sales tax. Brand multipliers can raise the service, labor and parts amounts for specific brands.
Edit, save and reset
Go to Settings > Quote pricing. Each tab opens read-only.
Select Edit and change the values.
Select Save changes. You see a confirmation such as "Pricing settings have been updated". Select Cancel to leave without saving. If you have unsaved changes, you are asked "Discard changes?".
Sections that differ from your starting template show a Modified badge.
To go back to the template, select Reset to default, then Reset all.
Note: Reset all restores every pricing section (pricing settings, job types and descriptions, parts, and charges and taxes) to your assigned template, not only the tab you are on. It cannot be undone. When nothing differs from the template, Reset to default is greyed out and says "Pricing matches your assigned template".
Using the rules on a job
The job must be triaged first. On the job, open the Pricing tab and select Calculate pricing. Changes you make on the job's Pricing tab apply to that job only. Changing your Quote pricing settings later does not reprice jobs that were already calculated.
Troubleshooting
No pricing assigned ("No pricing template has been assigned to your team yet. Contact support to get set up."): contact Aiventic support to get set up.
Could not load pricing: select Retry. If it keeps failing, contact Aiventic support.
You don't see Quote pricing in Settings: you need to be an Owner with an active subscription.
You do not have access to pricing: managing team pricing requires Owner permissions. Ask your team Owner.
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