Checklist times and prices: a single number per checklist

Setting the time and price of a checklist used to take a time rule, a “price mode”, an effective date and two windows. It now fits in one line per checklist, in Operations › Checklists › “Checklist times and prices”.

How it works

• Each property has the time and price of its “reference cleaning”: in its sheet, “Times and prices” tab. The price is the one in Finance › Pricing: the same value, editable here or there.
• The checklist marked “Reference” (by default “Standard clean”) is worth 100 %: its time and price are those of the property. A click on the “Reference” chip lets you choose another one; a window shows the effect before you confirm.
• Every other cleaning checklist is worth a percentage of the reference cleaning: “60 %” sets both its time and its price. Or a flat rate: the same time and price in every property.
• An inspection, maintenance or delivery checklist only has a flat-rate time: it is not invoiced.
• A property that differs gets its own figure in its sheet: it turns green, “specific to this property”. ↺ puts it back to the calculation.

A lighter screen

• One line per checklist. Explanations are behind the “?”, the example on a property is on request.
• A single alert, said once: the properties that have no cleaning price yet, with the link to Pricing.
• The effect on upcoming jobs and on pay shows in one line, only when you make a change.
• A change applies to all cleanings not yet invoiced: the “From when?” question is gone.
• In Finance › Pricing, a property's panel sets the price of the reference cleaning. The “By cleaning type” block is replaced by a link to the property sheet.

What does not change

• As long as you have saved nothing in this window, your prices are still calculated exactly as before. A checklist never set is worth 100 %: that is already what was invoiced.
• Prices already entered per property and per checklist are kept: they are prices “specific to this property”.
• Validated invoices never change, and a month already put into invoicing keeps its prices.
• Supplements, taxes, the cleaner's share and bonuses are calculated as before. Only cleaning checklists carry a price.