Skip to main content

How Pricing Types work in SynkedUP

Learn the business logic for pricing types behind the estimating and invoicing systems

Written by Fred Pape

In this article, we will describe the 4 pricing types in SynkedUP, and how they work. I have a video recording below describing how it works, giving some context, and then below the video, there are some written explanations and context.


Pricing Types

Time & Material

For work where you bill whatever time and materials you use.

Estimated Price: Shows total price of all Estimated items in workarea.

Actual Price: Shows total price of all actual items and timesheets (with no regard to Profit or Price overrides on individual actual items, but with regard to Cost overrides).

Final Price: Shows total price of all Actual items in workarea.


Quoted

For work where you will bill the price you quoted, regardless what actual time and materials you invest.

Estimated Price: Shows total price of all Estimated items in workarea.

Actual Price: Shows total price of all actual items and timesheets (with no regard to Profit or Price overrides on individual actual items, but with regard to Cost overrides).

Final Price: Matches the Estimated Price by default, but can be overridden to round it off, etc. If you backspace out your custom overridden price, it will revert back to matching the estimated price.


Per Visit

At a glance — Per Visit is by design. Per Visit is the pricing type for work where you bill the same flat fee every time you show up. Labor items on a Per Visit work area are intentionally ignored — you bake the cost of your time into the per-visit fee itself rather than billing labor separately.

How to use it:

  • Set the work area's Pricing Type to Per Visit.

  • Use Override Final Price on the work area to set the dollar amount you charge per visit (the $50, the $75, whatever).

  • Bill the work area each time the visit happens. The per-visit fee is what gets billed, regardless of how long the visit actually took.

Classic example: billing a customer $50 each time you salt their parking lot. It doesn't matter if it took 15 minutes or 30 minutes — the bill is $50 per visit, and your labor is part of that $50. (If you instead wanted to bill the $50 fee plus actual labor time, you'd use Time & Material, not Per Visit.)

If labor showing as zero feels wrong, that's the design. The system is intentionally not adding labor on top of your flat fee. The labor is the fee. Use Time & Material if you want labor billed separately.

Closing out a Per Visit visit on the time card

When a crew finishes a Per Visit (typically a recurring maintenance visit), you mark that visit as Completed individually — not the whole maintenance contract. Each visit gets its own Status flip.

Where to do it:

  1. In the left sidebar, click Time (the TIMESHEETS section). This is a separate module — not inside the maintenance contract's tabs.

  2. Find the visit in the timesheet list. Filter by date or crew member if you have a lot of visits.

  3. Click the visit row to open the Edit Visit modal.

  4. Scroll to the Status section near the bottom of the modal.

  5. Set the work area's status dropdown to Completed.

  6. Click Save (or Save and Submit).

Common confusion: the Status dropdown for a Per Visit work area lives on the individual time card / visit record under Time, not on the maintenance contract's Plan tab. If you've been hunting for a Completed option inside the maintenance contract tabs, that's why you can't find it — you need the Time module instead.

Estimated Price: Shows total price of all Estimated items in the work area.

Actual Price: Shows total price of all actual items (with no regard to Profit or Price overrides on individual actual items, but with regard to Cost overrides).

Final Price: Shows the per-visit price you set on the work area (typically via Override Final Price).


Unbillable

You can not generate an invoice on unbillable pricing type work.

Estimated Price: Shows $0.00

Actual Price: Shows total price of all actual items and timesheets (with no regard to Profit or Price overrides on individual actual items, but with regard to Cost overrides).

Final Price: Shows $0.00.

Did this answer your question?