Steps
- Open the price book. In Settings, open Price book. It starts with the trade's common services and placeholder ranges.
- Replace every starter range with your prices. For each service you do, set the low and high price you would quote from a photo. Switch off Active for services you never take.
- Leave the range empty where you need to see it. A service with no range never gets a price from a photo; the customer is offered a site visit. Gas lines, panel work, sewer lines and leak hunts start that way.
- Check what customers are asked to photograph. Each service asks for specific photos, like the label on a water heater. Edit the request so customers send what you need to see.
- Choose what sends without you. Every drafted quote waits for you to approve it unless Auto-send is on for that service. Turn it on only where you would never change the price.
Why does the assistant need my price book?
Because it never invents a price. When a customer texts a photo, the assistant matches it to one of your services and drafts a range from that service’s low and high. If nothing in your book fits, or the photo is not clear, it offers a site visit instead.
What do the starter prices mean?
Nothing, on purpose. They are placeholders so the book is not empty on day one. A water heater replacement starts at $1,500 to $3,500, a drain clear at $150 to $350, an outlet or switch at $125 to $300. Your market and your costs are different, so replace every range before you rely on photo quotes.
Which jobs should never get a photo quote?
Anything where a wrong price is dangerous or expensive: gas work, panel upgrades, sewer lines, hidden leaks and power problems you have to trace. These start with no range, and the assistant cannot price them from a photo even if asked.
What does the customer see?
A text with the range and a link to the quote, where they see your trip-fee policy and sign. Once they sign, the job lands on your schedule in a time that was actually open.