Your rate card

Your rate card is the single source of truth for every bid the agent sends. It’s a grid of explicit prices — services down the side, packages within each service, pool size classes across the top — plus the rules that decide when a bid goes out automatically and when it waits for you. The agent never invents a price; it computes from the numbers you publish here.

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How the rate card is organized

Go to Bid Desk → Rate card to open the editor. The page has four main parts:

• Service tabs across the top — Pool construction, Pool remodel, Equipment repair, Weekly maintenance, Seasonal opening / closing. Click a tab to edit that service. Add your own with Add service.
• Packages × pool size grid — the heart of the card. Each cell is an explicit low–high dollar range for that package on that pool size class.
• Condition modifiers — surcharges the agent applies from photos and answers (limited backyard access, crane access, salt system, attached spa).
• Bid policy — global settings: deposit amount, approval threshold, and bid validity.

Changes you make stay in draft until you publish. The agent only bids from the published card.

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Pool size classes

Your rate card is organized by pool size, not by a single dimension. Four size classes cover the range: Each package has a price for each size class. Larger pools cost more — the grid captures that automatically.

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Edit rates

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Set bid modes

Each package has a bid mode that controls what happens when the agent prices it. The dropdown appears under the package name in the grid: Use Review for packages where the scope can vary but doesn’t always need a site visit — equipment repair is set to this by default. Use Site visit for packages where terrain, engineering, or permits affect the true cost — build and remodel packages use this by default.

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Configure condition modifiers

Modifiers are surcharges the agent applies based on what it sees in photos or hears in the conversation. Scroll to the Condition modifiers section below the grid. Each modifier has:

• Label — what the agent calls it (for example, Limited backyard access).
• Adjustment — a fixed dollar amount added to the range, or a percentage of the package subtotal.
• Needs review — check this to hold the bid for your approval even when the modifier doesn’t change the price. Crane access and attached spa are flagged by default.
• Applies to — which services the modifier is available for. Check or uncheck services to scope it.

The starter rate card ships with four modifiers:

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Set your bid policy

The Bid policy section at the bottom applies to every service:

• Deposit — the amount collected on every accepted bid. The homeowner pays this to commit; it’s applied toward the final total. Some services override this — pool construction carries a larger deposit, weekly maintenance carries none.
• Approval threshold — if the high end of a bid exceeds this amount, it’s held for your approval regardless of the package’s bid mode. Set to 0 to disable the threshold.
• Validity days — how many days a bid is valid before it expires. After expiry, the bid moves to Closed and the homeowner needs a new one.

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Service-level policy overrides

Some services have different economics than the rest. Pool construction carries a $2,500 deposit and a 10-day validity. Equipment repair carries a$149 deposit and a $3,000 approval threshold. Weekly maintenance carries no deposit and a 30-day validity. These overrides are set per service in the rate card — edit them in the service’s policy section.

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Save and publish

You must save the draft before you can publish. If you see Unsaved changes, click Save draft first — the Publish button stays disabled until you do.

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Next steps