Create a supplement
Create a pricing rule that is added to the cleaning, with its questions, what it changes for the client, the cleaner and the company, its invoice text and its conditions.
The video for this guide is coming soon.
A supplement is anything that is added to the cleaning price or taken off it: an extra hour, taking out the bins, a discount. You say once what the client pays, what the cleaner receives and what the company covers; the software then does the calculation on each job. Allow 10 minutes for a first supplement.
The cleaning price itself comes from your price list.
Create the supplement
Step by step
- 1
Open the Finance › Rates and rules menu, then the “Pricing rules” tab.
- 2
Click New supplement. The “New supplement” window opens.
- 3
Enter the “Name”, for example “Taking out the bins”.
- 4
Under “How to start”, choose “Start from a blank form”.
- 5
If needed, choose a “Template (optional)”.
- 6
Click Create. The message “Supplement created: set it up, then save” appears and the form opens, in four cards.
Ask a question on the job
The first card, “What we ask on the job”, is optional. Without a question, the supplement applies as it is as soon as it is added to a job.
Step by step
- 1
Click Add a question.
- 2
Enter the “Question asked on the job”, for example “Extra time”.
- 3
Choose the “Answer type”.
- 4
For the “Choices” type, click “Add a choice” and name each answer offered.
| Answer type | What the person answers |
|---|---|
| Yes / No | Yes or No |
| Choices | One answer from your list |
| Number | A number from 1 to 100 |
| Percentage | From 0 to 100%, in steps of 1% |
| Time | Hours and minutes, in steps of 5 minutes, up to 12 h |
Set what the supplement changes
The second card, “What it changes”, has one row per case and three columns: “The client pays”, “The cleaner receives”, “The company pays”.
Step by step
- 1
Click Add a case, then choose from the menu: “Every job, whatever the answer”, “A Yes / No question”, “A multiple-choice question” or “Extra hours (Time question)”.
- 2
In each field, choose how it is counted: “fixed €” (in your currency), “hours”, “% of the cleaning price”, “final price” or “nothing”.
- 3
Enter the value. A negative number is a discount.
| Way of counting | Effect |
|---|---|
| hours | Hours invoiced at the client's hourly rate, or paid at the cleaner's hourly rate |
| % of the cleaning price | A percentage of the cleaning price |
| final price | Completely replaces the cleaning price |
| formula (advanced) | A calculation you write, with the names of the questions |
Write the invoice text
The third card is called “Where and how it is shown”.
Step by step
- 1
In “Text on the invoice”, write the line the client will read. If it is empty, nothing is added to the invoice.
- 2
In “Instruction for the team”, write a short sentence: what is counted and why. It is shown in the software.
If it is empty, the “Automatic summary” is used: it restates the rule in one sentence.
- 3
If needed, open “When to show this label?” to show the text only according to the answer to a question.
Say when and where it applies
The fourth card, “When and where it applies”, is optional. Without a condition, the supplement counts every time it is added to a job, on all properties.
Step by step
- 1
Under “When — the supplement only counts if”, click “Add a condition” and choose the data tested: the day of the job, the start time, the job type, the cleaning duration, an answer, a field of the sheet…
- 2
Under “Where — properties concerned”, choose “Only…” or “Except…”, then clients, buildings, tags or properties.
- 3
On the right, in “Try on a property”, choose a property and answer the questions. The amounts are recalculated with its real data.
- 4
Click Save. The message “Supplement saved” appears.
Frequently asked questions
How do I stop a supplement without losing it?
Turn off the switch next to the word “Active”, at the top of the supplement, then save. It moves to “Inactive” and keeps all its settings.
Can a deleted supplement be recovered?
Yes. At the bottom of the list, click “Deleted (…)”, then “Restore”. The supplement comes back in the list: set it up, then save.
What happens if I delete a supplement that is already in use?
The deletion window warns you: the invoicing of the jobs that use it will no longer be calculated automatically.
Can a supplement be copied to make a variant?
Yes. Open the “More actions” menu (the three dots), then choose “Duplicate”. The same menu offers “Rename” and “Internal note”.
Does the client see the internal note?
No. It is visible only to your team, never to the client.