Summary
Both pricing and payment options can be adjusted when finalizing your Proposal in the app. Whether you need to add Taxes, offer discounts, show products as recommended but not priced, or display payment terms to your customer, that can all be done directly in the app before you send the proposal out.
Taxes
Creating Tax Options
Log in, using an Administrator account, to the Tax Rates screen on the ArcSite User Site
Click the Pencil icon in the center of the screen
Define a label, tax percentage and click Add and then click Update
Using the Tax Rate feature in the app
Within a drawing, tap on the first icon on the top right toolbar
Tap on Takeoff & Estimate
Tap on the bottom red bar “No taxes have been applied. Tap here to apply.”
Price Adjustments
Why Use
You want to provide a discount for the overall project
You want to markup and/or discount one or more individual products or services
Using Price Adjustments options in the app
Within a drawing, tap on the first icon on the top right toolbar
Tap on Takeoff & Estimate
Line Item Price Adjustment
Tap on the (…) icon to the right of the line item row
Tap Adjust Price
From there you can add a percentage or amount discount or markup
The changes will appear in the summary screen, however, only a discount shows on the outputted Proposal. No Markups show up on the customer proposal.
Project level Price Adjustment
Tap on the Adjust button at the lower right corner of the Summary screen
From there you can add a percentage or amount discount/markup for the overall project
The change will appear in the subtotal section of the summary screen and on the outputted Proposal.
Recommended but Not Included Pricing
There are several reasons why your potential clients will request a subset of the work you recommend.
There is one easy way to indicate that there were products and services that you suggested, that did not end up on the priced proposal.
You can leave those “not added to the price” items on the proposal and have them clearly indicated as such. You can even have the client initial that section to prove they explicitly chose not to have the work done.
Deposit and Payment Options
Why Use:
You take deposits and/or have specific required deposit amounts
You allow for one or more payment options like ( 1/2 and 1/2, 1/3rds, etc.)
Creating Deposit and Payment Options
Log in, using an Administrator account, to the Payment Options screen on the ArcSite User Site
Click the Pencil icon in the center of the screen
Define Deposit by toggling on option and typing in the preferred deposit rate. Note - the end user can choose this preferred or overwrite it
Define Payment Options by tapping on the Add Payment Options button
Choose a Ratio of Percentage or Fraction
Using the Deposit and Payment Options features in the app
Within a drawing, tap on the first icon on the top right toolbar
Tap on Takeoff & Estimate
Tap on the Payment tab
Toggle on the overall option
Make choices
Payment tab selected and Payment Options feature toggled off
