Set your prices
Build the price book that quotes, contracts, and invoices all draw from, including tiers and renewal increases.
Updated September 22, 2026
Pricing is set per work type, not once for the whole company. A routine maintenance visit and an equipment repair are priced on completely different logic, so OpsVara keeps them separate.
Open Sales and BillingPricing and pick a work type. You will see three things to fill in.
Tier setup
Five tiers, T1 through T5, that you name and rate yourself. Tiers are how you price the same service differently by size or difficulty — a small residential property versus a large one — without creating a separate service for each.
Name them something your office staff will recognize on a quote. "Small / Medium / Large" beats "T1 / T2 / T3". The tier marked with an asterisk is the default for any site that does not have its own tier.
Service prices
Each service you offer gets a row. Quotes and templates inherit these prices.
The setting that does most of the work on each row is Billed as:
- Included — part of the agreed contract price for every site. It bills on the contract's schedule and never adds a charge when the crew completes it.
- Add-on — on top of the base price, only for the sites that take it. Untracked, or tracked with a cap, it is planned onto the invoice schedule. Tracked with no cap, what actually happens depends on how the price is set on the quote or contract line: a Per visit (or per billing period) rate is charged each time the crew confirms it at sign-off; a Total for the term rate is instead capped to its quantity when the quote is approved and billed once, as a single planned fee.
You can also seed the row into new contracts, track whether it was completed each visit, and optionally cap how many times it may bill on one contract. When to invoice (per visit, monthly, once) and whether the price is per visit or a total for the term are set later on the quote or contract, not on this page — this row only sets the default the quote or contract line starts from.
Included versus add-on is easy to get wrong
A tracked add-on on a weekly plan shows up every time the crew confirms it. The same work marked Included is part of the contract price and never adds a charge when it is done. Check this on every extra before you send your first quote.
Renewal pricing
A percentage applied when you renew an ongoing plan. When it is set, renewal quotes pre-fill from the prior contract totals plus this increase, so January price changes stop being a spreadsheet exercise.
What to do next
With prices in place, add a customer and a site so you can send a quote. If you run a pool business, the monthly plan plus chemicals playbook walks the whole chain end to end.
Related guides
- Invite your teamAdd office staff and field crews, and choose what each role can see and do in OpsVara.
- Add a Customer and a SiteCreate the account you work for and at least one service location so you can quote, schedule, and invoice.
- Bill a monthly pool plan, plus chemicals usedSet up a fixed monthly maintenance plan that also bills the chemicals your techs actually applied, from the first quote through a paid invoice.