Configuring conditions for a pricing options allows you to take your service plans to a whole new level.
Before enabling conditional logic in pricing options, ensure the following prerequisites are met:
Create a Custom Field: Define a custom field that will serve as the input for conditional logic. For example, you might create a field named "Number of Units" or "Service Level."
Understand Pricing Options: Familiarize yourself with the pricing options in your service plan, as these will be linked to the custom field.
In this example, imagine if you were quoting pest control services and wanted to charge a different rate per square foot based on if the property were multi-level.
You would simply do the following:
Create a new custom field for your service plan that provides an input for "Number of Floors."
Create a pricing option that uses the square footage of the property.
Under Advanced settings in the pricing option, toggle on the conditional logic feature and create a condition that you want the defined pricing option to apply only if "Number of Floors" is equal to 1.
Set up a different pricing option if "Number of Floors" is greater than 1.
Troubleshoot if needed: Ensure the custom field is created and linked correctly if conditional logic cannot be toggled on.