Set the prices of your properties
Give each property a cleaning price, change it from a given date, choose the invoiced client and add a period, without touching invoices already issued.
The Pricing page gathers the cleaning price of each property, its invoiced client and its periods. Use this article to set a first price, change it from a given date, say who is invoiced and set several properties at once. Allow 1 minute per property.
Cleaning times are set in the property sheet, on the “Times and prices” tab.
Set a price for a property
Step by step
- 1
Open Finance › Rates and rules. The “Properties” tab lists your properties, their invoiced client and their reference price.
- 2
Click the “To complete” filter to see only the properties with no price.
- 3
Click a property. Its panel opens on the right, on the “Price” tab.
- 4
Click Set a price. The “Change the price” window opens.
- 5
In “New price excl. tax”, enter the price of the reference cleaning.
- 6
Click Save. The message “Price of … saved” appears and the property leaves the “To complete” filter.
| List filter | What it shows |
|---|---|
| All | All your properties |
| To complete | The properties with no price |
| Several rates | The properties that have more than one rate |
| No client | The properties with no client to invoice |
| With a specific rate | The properties that have their own hourly rate or linen rate |
Change a price from a given date
Step by step
- 1
In the property's panel, on the “Price” tab, click Change the price.
- 2
In “New price excl. tax”, enter the new price.
- 3
Under “Starting from”, choose:
- “All cleanings not yet invoiced”: the new price replaces the old one, including for cleanings already done but not yet invoiced;
- “A date”: the old price stays for the cleanings before that date.
- 4
Click Save. With a date, the new price appears under “Upcoming” until the chosen day.
Choose the invoiced client
Step by step
- 1
In the property's panel, open the “Client & manager” tab.
- 2
Under “Manager”, choose the client who manages the property.
- 3
Under “Invoiced to”, leave “— The manager —”, or choose another client.
The client in “Invoiced to” receives the invoice. It does not change when you later change the manager.
- 4
Click Save.
The client does not exist yet? Above the list, click Add a manager / client.
Add a period
A period says which client and which price the property is attached to, depending on the dates. A period in progress comes before everything else.
Step by step
- 1
In the property's panel, open the “Periods” tab.
- 2
Under “Period type”, choose “Always”, “After this date”, “Before this date” or “Between two dates”.
- 3
Choose the dates, then the “Client” if the period changes client.
- 4
Enter the “Price excl. tax (period)” if the period has its own price. Leave the rates empty to keep the usual rate of the property.
- 5
Click Add period. The message “Period added” appears.
Set several properties at once
Step by step
- 1
In the list, tick the properties, or tick “Select the apartments shown”.
- 2
Choose the action in the selection bar: Set a price, Invoice to…, Manager…, Periods, Cleaning type or Bulk edit.
- 3
Fill in the window, then click Apply. A confirmation says how many properties change.
Frequently asked questions
Does a price change alter an invoice already issued?
No. Validated invoices do not change. The new price applies to cleanings not yet invoiced, or from the date you choose.
How do I go back to the calculated price for a checklist?
In the “Change the price” window, click “Back to the calculation”. The price specific to this property is removed: the checklist takes the price of its rule again.
Where do I create a supplement?
In Finance › Rates and rules, on the “Pricing rules” tab, with the “New supplement” button. A supplement says what the client pays, what the cleaner receives and what the company pays.
What does “No client to invoice” mean?
The property has neither a manager nor an invoiced client. Open its panel, on the “Client & manager” tab, and choose one.
Can the price also be set from the property sheet?
Yes. The price of the reference cleaning on the “Times and prices” tab of the sheet is the same value: it can be changed here or there.