The French version of this article has been updated since it was translated. Read the French version
Build your price list
Create a price list, fill in its rates (cleaning, other services, linen, consumables, delivery), say what each line counts on and choose the default price list.
The video for this guide is coming soon.
The price list is your scale of rates: a price per property size, per service, per linen item. The software uses it to suggest a price for each property; you confirm. Build it once, then come back to it when your prices change. Allow 15 minutes for a first price list.
The prices of each property are then set in Import and complete your rates. Whatever is added to the cleaning price is set in Create a supplement.
Create a price list
Step by step
- 1
Open the Finance › Rates and rules menu, then the “Price list” tab.
- 2
Click Add specific price list. The “Add a specific price list” window opens.
- 3
Enter the “Price list name”.
- 4
If needed, tick “Start from a copy of “…”” to reuse the lines of the price list on screen.
- 5
If needed, tick “Make this price list the default (applied to each new property)”.
- 6
Click Create. The message “Price list created” appears and the price list opens.
The “Price list:” menu at the top of the page switches from one price list to another. The “Rename”, “Make default” and “Delete” buttons act on the price list on screen.
Fill in the rates
The price list has five parts. Each one has its own Add a line button.
| Rates | What they contain |
|---|---|
| Cleaning rates | A price per area band (m²) or per layout (Studio, 1 bedroom, 2 bedrooms…), with the cleaning time |
| Other services rates | Inspection, maintenance, linen preparation… One fixed rate per job |
| Linen rates | A price per item, or per set of several items |
| Consumables rates | A price multiplied by the quantity of a field of the sheet |
| Delivery rates | The linen delivery charges |
Step by step
- 1
In the rates you want, click Add a line. An empty line appears.
- 2
Enter the “Label”, for example “Studio”.
- 3
For the cleaning rates, enter the band “From (m²)” and “To (m²)”, or the “Layout”, then the “Time”.
- 4
Enter the “Price excl. tax”.
- 5
Click the “Save line” icon, at the end of the line. The message “Rate saved” appears.
The menu at the top of the cleaning rates chooses their basis: “Counts on: the area (m²)” or “Counts on: the property type”. In the linen, consumables and delivery rates, a price can be tiered: fill in “From no.” and “Next price excl. tax”, the first has one price, the following ones another.
Say what a line counts on
In the linen, consumables and delivery rates, the “Counts on” column links the line to the property sheet.
| Choice | What the software counts |
|---|---|
| One field of the sheet | The price is multiplied by the quantity of that field |
| A set (several fields) | Several fields grouped together, a quantity for each, a single price for the set |
| Nothing: fixed amount | The amount is counted once per property |
| To link | The line does not yet count in the suggested prices |
Step by step
- 1
On the line, open the menu of the “Counts on” column.
- 2
Choose a number field of the sheet, or “Nothing: fixed amount”.
- 3
Check the message “Link saved”.
Apply an hourly rate to the cleaning rates
To do when you invoice cleaning by time spent.
Step by step
- 1
In “Invoiced hourly rate”, enter your rate excluding tax.
- 2
Click Save rate. The message “Client hourly rate saved” appears.
- 3
Click Apply to rates. Each line of the cleaning rates that has a time is recalculated: price excl. tax = hourly rate × line time. The message “Hourly rate applied to … lines of the cleaning rates” appears.
Choose the default price list
The default price list is applied to each new property.
Step by step
- 1
In the “Price list:” menu, choose the price list.
- 2
Click Make default. The “Make this price list the default” window opens. If there is already a default price list, it says how many active properties use it.
- 3
Choose “No, only new ones” or “Yes, update these properties”.
The message “Default price list set: it will apply to new properties” confirms. The price list carries the “Default” badge.
Frequently asked questions
Can we import a price list we already have as a PDF?
Yes. First create a price list, then click “Import a price list (PDF)”. Tick “PDF import: replace existing lines” to start from scratch: a “Replace the price list?” confirmation appears first.
Does the price list change the prices already saved for properties?
No. The price list is used to suggest prices. A suggested price is only saved when you confirm it in the “Properties” tab.
What happens if I delete a price list?
All its rate lines are deleted. A “Delete the price list “…”?” confirmation appears first.
What is a set, in the linen rates?
It is a group of items sold at a single price, for example a duvet cover and two pillowcases. The software suggests the number of sets for each property from its sheet, and flags the item that is missing or surplus.
Why does a line show “To link”?
It is not linked to any field of the sheet. As long as it is not linked, it does not count in the suggested prices.