You can use Service Packages to offer your clients multi-service discounts, either in your online scheduler, or on your regular order form!
To set up packages and modifiers in your ISN, first navigate to Settings -- Office Settings -- Inspection and Fee Settings -- Services & Packages.
Select the blue 'Add Package' button on the upper left to begin adding package deals to your Online Scheduler.
Enter the package name and description, and select the green 'Add' button.
Once created, packages can be optionally set to active/inactive and you have the option to identify one package as your 'Best Offer', which will display text to that effect with a star next to it in the Online Scheduler.
Add Services to your Packages using the blue 'Add/Edit' button in the 'Services' column. Select the green 'Save' button to complete your service selections.
Note: The first service assigned to a package that has an inspection type set, will assign that inspection type to the order when that package is selected by a client.
Arrange your Packages, according to your preference, using the hamburger icons on the left side of the page, and the Services within your Packages using the hamburger icons in the Services column.
Add discounted fee modifications to your packages using the blue Add/Edit button in the Modifiers column. Click the toggle buttons to the left of any of your modifiers to turn it on for this package. When you're done applying modifiers, click the green 'Save' button.
Creating new Modifiers
If you don't have any modifiers created, click the blue 'New Modifier' button in the upper left.
Then enter a Name for your modifier and a description if you'd like, and hit the green 'Disk' icon to the right side of the description field.
Once you've created your modifier you'll need to assign fees to it by clicking the blue 'Show Fee's button in the 'Fee's column for that modifier.
This will open up a section for you to add or edit specific fees. Hit the blue 'Add Fee' button to assign a new fee to this modifier.
In the modal that pops up here, click on the 'Fee' dropdown to indicate which fee you want to modify.
Then in the fields to the right, you can enter information on how to modify the price by:
Split % (what percent to add or subtract from the fee)
Fixed $ (a fixed amount to add or subtract from the fee)
Sqft Start-End (set square footage ranges this modifier can apply to)
Age Start-End (set age ranges this modifier can apply to)
Sales Price Start-End (set sales price ranges this modifier can apply to)
Each fee can also be explicitly set to apply only for specific Inspection Types or Foundation Types.
Once you've added all necessary fees, click the green 'Save' button on the bottom right.
Note: Modifiers exist in one list and can be applied to multiple packages at once.
If you have any questions about this process please let us know! You can reach us by chat, email at firstname.lastname@example.org, or phone at (800) 700-8112.