Configure pricing tiers
Pricing tiers let you offer multiple price points for the same service — for example, Good, Better, and Best options — so customers can choose the tier that fits their budget. Each tier is configured on an individual pricebook item.Before you start
- Admin access is required.
- The pricebook item must already exist. Create it first in Pricebook if needed.
- Access tier settings from Pricebook → Configure tab.
Add tiers to a pricebook item
- Go to Pricebook in the left navigation.
- Select the Configure tab.
- Open the item you want to configure with tiers.
- Enable the bundle/tiered pricing option for the item.
- Add each tier:
- Type — a label for the tier (for example, “Good”, “Better”, or “Best”).
- Name (optional) — a more descriptive name displayed to the customer.
- Description (optional) — a brief explanation of what the tier includes.
- Price — the selling price for this tier.
- Tax % — the tax rate applied to this tier.
- Recommended — mark one tier as recommended; it appears with a highlighted badge in the estimate builder and on the customer view.
- Add as many tiers as needed.
- Save the item.
How tiers appear on estimates
When a technician or dispatcher adds a bundle item to an estimate, they choose a tier from the option picker. The chosen tier’s name, description, and price populate the line item. On an accepted estimate, only the quantity and tier selection can be changed — not the item or price.Result / verify
Open the item in the pricebook and confirm the Options section lists all tiers with the correct prices and tax rates. Create a test estimate and add the bundled item to confirm the tier picker appears.Troubleshooting
- Tier picker does not appear — check that the item has tiers saved and that the item status is Active.
- Recommended badge not showing — only one tier can be marked as recommended. Confirm the flag is set on exactly one tier.