Good, Better, Best Pricing Model
Using a Good, Better, Best pricing model simplifies the decision-making process for customers by presenting clear options. It helps customers quickly understand the value associated with each tier which, combined with Sera's built-in membership discount, makes it easier to upsell and close the deal.
To begin, we recommend adding a membership as the first line item on every quote. Then, begin building a Good version of the quote. Once the Good version has been built, select the three dots action menu to clone the quote.
Edit the newly cloned quote, rename the quote Better, and delete any tasks that do not pertain to the better quote. Add new line items. This can be done once again to create a best pricing model as well. Once all three quotes are proposed, present the quotes to the customer and scroll through them to sell the customer whatever option is the best fit!
For another perspective on quoting, read this article on Factory Fresh pricing.
Rearrange Line Items
Technicians have the ability to move line items around on their quotes. Rearrange items by selecting the black = on the left-hand side of the screen. Put the items in whatever order makes the most sense. This is also helpful when technicians are grouping line items together.
Group Pricing will allow you to combine two or more tasks or programs on a single line item when presenting a quote or invoice to the customer. Technicians can choose to group any line items together in any order that they would like, or even create multiple groups within a single quote.
Group pricing allows line items (tasks and programs) to be grouped together for presentation purposes on a quote or invoice so only a single price appears for the group. Many clients have found success selling larger installations when presented as a single price on the quote to the customer. This method can be used to simplify the purchasing decision by focusing on the value of the included tasks rather than a long list of prices.
As tasks are added to a quote, a checkbox is now visible to the far left of each task. Checking that box on two or more line items will display a small pop-up to be displayed that will allow you to group those items together. Once you have the line items grouped together, you can also add new items to that group by checking the main grouping checkbox and the new items.
To ungroup line items, use the three dots menu to the far right of the tasks on your quote. If the main item within the group is deleted, the remaining items will automatically be ungrouped.
Your customer will see the total sale price of all “included tasks” as line items within that group on the quote and invoice.