How the price book is organized
Go to Quote Desk → Price book to open the editor. The page has four main parts:- Service tabs across the top — Paint protection film, Window tint, Ceramic coating, Detailing. Click a tab to edit that service. Add your own with Add service.
- Packages × vehicle classes grid — the heart of the book. Each cell is an explicit low–high dollar range for that package on that vehicle class.
- Condition modifiers — surcharges the agent applies from photos and answers (heavy paint correction, pet hair, oversized vehicle).
- Quote policy — global settings: deposit amount, approval threshold, and quote validity.
Edit prices
Edit a price cell
Each row is a package (Partial front, Full front, Track package, Full body). Each column is a vehicle class (Compact, Sedan, SUV, Truck, Exotic). Click the low or high dollar field in a cell and type your price.
Leave a cell blank to flag it
A blank cell means “ask me” — the agent won’t guess a price. It collects photos and hands the quote to you instead. Click the × next to a price to clear it, or click ask me · set price to add one.
Add or rename vehicle classes
Click Add vehicle class for a new column. Click into a column header to rename it. Remove a class with the × next to its name.
Set auto-quote rules
Each package has a rule that controls when the agent can send a price without you. The dropdown appears under the package name in the grid:| Rule | What happens |
|---|---|
| Auto-quote | The agent sends the price immediately. Still held if a modifier forces review or the range exceeds your approval threshold. |
| Hold for my review | Every quote for this package waits for your approval before the customer sees a price. |
| Never auto-quote | The agent never prices this package. It collects photos and hands the quote to you to price manually. |
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, Heavy paint correction).
- Adjustment — a fixed dollar amount added to the range, or a percentage of the package subtotal.
- Needs review — check this to hold the quote for your approval even when the modifier doesn’t change the price. Matte paint and heavy correction are flagged by default.
- Applies to — which services the modifier is available for. Check or uncheck services to scope it.
Set your quote policy
The Quote policy section at the bottom applies to every service:- Deposit — the amount collected on every accepted quote. The customer pays this to commit; it’s applied toward the final total.
- Approval threshold — if the high end of a quote exceeds this amount, it’s held for your approval regardless of the package’s auto-quote rule. Set to 0 to disable the threshold.
- Validity days — how many days a quote is valid before it expires. After expiry, the quote moves to Closed and the customer needs a new one.
Use the live preview
The Live preview panel on the right lets you test quotes before publishing. Pick a service, package, vehicle class, product line, and modifiers — the preview shows the exact price range and derivation the agent would send. This is the same calculation the agent uses live, so what you see is what the customer gets.Save and publish
Save your draft
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 quotes.
Next steps
Reviewing and approving quotes
What happens when a quote is held for your approval, and how to approve, adjust, or decline.
Deposits and scheduling
How a customer pays a deposit and picks their slot from the quote link.