Test every pricing change before clients see it

A quick check on the Rate cards tab

Settings > Services & pricing > Rate cards has a Quote Preview card below the rates. Pick a vehicle, a Trip Type, a pickup and a dropoff, a date and time and the passengers, then select Calculate Price. It uses the same rate order and the same zones as real quotes and creates nothing.

The preview prices a distance job or an hourly job. It is the fastest way to see what a rate change does to a route you know.

A full check on a test enquiry

The preview does not know about a client or the details of a real enquiry. To see everything a client would see, including extras, a client's agreed discount, several jobs and date rules, create a test enquiry with your own email address and select Generate Quote. Read the Quote Breakdown as you did in the first course.

A price on the phone

When a client calls and asks what a job costs, ask Carson in the Assistant, for example "how much is a saloon from the airport to the city center tomorrow at 9?". Carson prices it with your own engine without creating an enquiry or a quote, and tells you when it cannot price it. It does not include negotiated client discounts.

How long a quote stays valid

The number of days a sent quote stays open is set in Settings > Documents & client experience > Display rules, under Quote validity, as a whole number of days from 1 to 365. It applies to quotes you send from then on. When you send a quote, Valid for lets you give that one quote a different number of days. A quote that has already been sent keeps its own expiry date; use Extend validity on the enquiry when a client needs longer.

A routine for every rate change

Before you save a change, write down today's price for the jobs you sell most: a short transfer, an airport pickup and an hourly booking. Make the change, price the same three again in the preview or on a test enquiry, and compare. If a price moved that you did not mean to move, find out why before a client sees it.