Course · 7 lessons · 44 min
Pricing that quotes itself
Set up class rate cards, hourly and day rates, zones, date rules and client terms so most enquiries price correctly, and test every change.
A quote is only as good as the rates behind it. When the rates are right, Generate Quote gives the price you would have worked out yourself, and the office stops retyping totals.
This course explains how 4fleet chooses a rate, how to set up vehicle classes and their rate cards, how hourly, day and multi-day work is priced, when a zone or a distance tier helps, how extras and date rules change a price, how negotiated client terms are applied, and how to test a change before it reaches a client.
- How 4fleet decides which rate to use6 min
The order in which a quote picks its rate, how the vehicle class is found, what the default class does, and the five ways a job can be priced.
- Set up vehicle classes and rate cards8 min
Build classes around what clients buy, fill in each rate card, and set the base fee and minimum charge so short jobs still pay.
- Hourly, as-directed and day hire pricing7 min
How 4fleet counts the hours, how hourly packages and overtime work, what a missing daily rate does, and why disposal hours are never stop time.
- Pricing zones and distance tiers6 min
When a pricing zone replaces your class rates, why every stop must sit inside the circle, how distance tiers price long jobs, and which to pick.
- Extras, seasonal rules and event dates6 min
Price child seats and meet and greet as extras, raise prices for peak dates and nights, set minimum hours for events, and recalculate bookings safely.
- Negotiated rates for account clients6 min
Record what you agreed with an account client so every new quote and invoice follows it, and know what the agreement does not change.
- Test every pricing change before clients see it5 min
Three ways to check a price before it goes out, how long a sent quote stays valid, and a short routine to follow after every rate change.
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Learn on your own work
Start a trial and follow the course with your own enquiries and rates.
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