How do I set up preferred service pricing for my clients?
When setting up preferred pricing for your clients, you first need to locate and enter into the company record. Once here, click on the "Service" tab:
Locate your priority and not to exceed boxes. This is where you will set up your preferred pricing.
The pricing that you enter on a company level will apply to all of the properties inside of that company. You can, however, override the pricing for a property that is an outlier. This is a matter of opening the property, locating the service tab and entering the pricing here: