Who this is for: Managers
💼 Why this matters
The pricing math inside every estimate is only as reliable as the rules it’s working from. Floor prices prevent estimates from going out below cost. Rounding keeps your numbers from looking like they were generated by software. Sales tax settings determine what your client owes and who absorbs it. Getting these right once means every estimate you build after this is already protected — you don’t have to think about them job by job.
PriceRight Pro’s pricing rules are configured in a few places depending on what you’re setting — some are per service or product, some are per trade vertical, and some apply across all estimates. This article walks through each one.
Floor Price Protection [Premium] #
A floor price is a minimum below which the Smart Pricing Advisor will never recommend — even under market pressure or when discounts are applied. You set it once per service, product, or job type, and the app enforces it automatically every time that item appears in an estimate.
Floor prices are set in three places:
- Per service — Open any service in your Service Catalog and tap to edit it. Scroll to the Floor Price section and enter a value in the Floor Price ($) field. Leave it at 0 to disable the floor for that service.
- Per product — Open any product in your Product Catalog and tap to edit it. Find the Floor Price row — tap the dollar field and enter your minimum. The field shows No minimum when unset. Tap the × button to clear an existing floor.
- Per job type — In Settings, tap Job Type Floors. The screen lists every trade type in your app. Enter a minimum price in the dollar field next to any trade — the placeholder shows None when no floor is set for that type. Tap Clear All Floors at the bottom to reset everything at once.
ℹ️ Note: Floor Price Protection is a Premium feature. The floor price fields are visible on all tiers, but the guardrail only activates with a Premium subscription. The Smart Pricing Advisor still flags underpriced estimates on Standard and Free — floor prices are the automated enforcement version of that warning.
Price Rounding #
Price rounding is configured in two different places depending on whether you’re working with a product or a service-based estimate.
Per product (Product Catalog): Open any product and tap to edit it. Find the Price Rounding label and choose from the segmented picker: Exact (no rounding), $X.00 (nearest dollar), $X.95, or $X.99.
Per estimate (service-based verticals): Inside the estimate builder, scroll to the Pricing Controls section. Two rounding controls appear there:
- Price Rounding — “Round up to nearest” — tap a preset: None / $10 / $25 / $50 / $100. When active, a preview line shows the exact dollar amount being added to the price.
- Price Ends With — “Adjust last digit” — tap a preset: Off / 5 / 7 / 9. Applied after rounding — a $247 estimate with “9” selected becomes $249.
💡 Tip: The most common combination for service businesses is $25 rounding + 9 ending — it eliminates awkward decimals and keeps prices landing at familiar psychological numbers. For large commercial estimates, use $100 rounding + Off so the total reads clean.
Sales Tax #
Sales tax in PriceRight Pro is set at the service or product level, and can be overridden per job. Three handling modes are available everywhere tax appears:
- Customer pays tax — Tax is added on top of your total and shown as a separate line. The client pays your price plus the tax. Your margin is not affected.
- I absorb the tax — Tax is factored into your total and not shown separately. The client sees one number — the tax comes out of your margin.
- No Sales Tax — No tax applied. Use for services that are not taxable in your state, or for tax-exempt clients.
Per service: Open any service in your Service Catalog and tap to edit it. Scroll to the Sales Tax section. Tap the Handling picker to choose your mode. If you select Customer pays tax or I absorb the tax, a Tax rate (%) field appears — enter your applicable rate. Toggle Taxable in Estimates on to include this service in estimate tax calculations.
Per product: Open any product in your Product Catalog and tap to edit it. Scroll to the Sales Tax section. The segmented Sales Tax picker shows the three handling modes. Toggle Taxable in Estimates to include the product in estimate tax calculations.
Per job override: Inside the estimate builder, scroll to the Pricing Controls section and find the Sales Tax control — labeled “Override per job.” A Default from Settings row shows your current app-wide default for reference. Enter a rate in the This Job field (e.g. 8.875 for 8.875%) to override just this estimate. Tap the × button to clear the override and return to the default.
🗂️ Tax Checkpoint
Sales tax you collect on behalf of your state is a liability, not income — you hold it until you remit it. Keep it in a separate account. PriceRight Pro tracks the sales tax amount on every closed sale. See Run Your 1099 Tracker and Export to Schedule C → for year-end reporting.
Platform Fee [Standard] #
If any platform takes a cut of your sales — Stripe, Etsy, Amazon, Shopify, PayPal, or anything else — enter that fee on your services and products. The platform fee is factored into your margin so the net profit shown on every estimate reflects what you actually keep, not the gross before the platform takes its cut.
Per service: Open any service in your Service Catalog and tap to edit it. Scroll to the Margins & Fees section and enter your platform’s rate in the Platform fee (%) field.
Per product: Open any product in your Product Catalog and tap to edit it. Scroll to the Platform Fee section. Enter the rate in the Platform Fee field, or tap Use Platform Preset to choose from a list of major platforms with their rates pre-filled. [Standard tier required for platform presets]
ℹ️ Note: A global default platform fee for all services can be set in Settings under Service Defaults — see Set Up Your Business Foundation: Labor Burden and Markup →. The per-service and per-product fields override that default for individual items.
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