> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kordless.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Your rate card
> Edit services, packages, pool sizes, and the rules that control which bids go out on their own.
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.
## 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.
## Pool size classes
Your rate card is organized by pool size, not by a single dimension. Four size classes cover the range:
| Size class | Gallons |
| ---------------- | ------------- |
| **Plunge / spa** | Under 10,000 |
| **Standard** | 10,000–20,000 |
| **Large** | 20,000–35,000 |
| **Estate** | 35,000+ |
Each package has a price for each size class. Larger pools cost more — the grid captures that automatically.
## Edit rates
Click the service you want to edit — for example, **Pool construction**.
Each row is a package (Fiberglass pool, Vinyl-liner pool, Gunite / concrete pool). Each column is a pool size class (Plunge / spa, Standard, Large, Estate). Click the **low** or **high** dollar field in a cell and type your price.
A blank cell means "ask me" — the agent won't guess a price. It collects photos and hands the bid to you instead. Click the **×** next to a price to clear it, or click **ask me · set price** to add one.
Click **Add pool size** for a new column. Click into a column header to rename it. Remove a size with the **×** next to its name.
Click **Add package** at the bottom of the grid for a new row. Click into a package name to rename it. Remove a package with the **×** next to its name.
## 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:
| Mode | What happens |
| -------------- | ---------------------------------------------------------------------------------------------------------------------------- |
| **Instant** | The agent sends the bid immediately. Still held if a modifier forces review or the range exceeds your approval threshold. |
| **Review** | Every bid for this package waits for your approval before the homeowner sees a price. |
| **Site visit** | The agent sends a range, but the final price is confirmed after a site visit. The homeowner sees "range pending site visit." |
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.
## 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:
| Modifier | Adjustment | Applies to |
| --------------------------- | --------------- | ------------------------------- |
| **Limited backyard access** | +10% | Pool construction, Pool remodel |
| **Crane access** | +$2,500–$5,000 | Pool construction, Pool remodel |
| **Salt system** | +$1,800–$2,800 | Pool construction, Pool remodel |
| **Attached spa** | +$9,000–$15,000 | Pool construction |
## 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.
## 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.
## Save and publish
Click **Save draft** to persist your changes. The draft version number appears at the top. You can save as many times as you want without affecting live bids.
Click **Publish** to push your draft to the agent. The published version number updates, and a fresh draft is created for your next round of edits. The agent immediately bids from the new published card.
Publishing affects every new bid the agent sends. Existing bids that were already sent keep their original prices — only new bids use the updated card.
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.
## Next steps
What happens when a bid is held for your approval, and how to approve, adjust, or decline.
How a homeowner pays a deposit and picks their slot from the bid link.