✅ Good News: Your Workflow is Fully Supported
Housecall Pro allows custom per-customer pricing where each home has a negotiated fixed price that stays the same for recurring visits. You do NOT need the "flat-rate pricing" feature.
Understanding the Pricing Model
What You Need vs. What You Don't
✅ What You WILL Use:
- Editable line items - Set custom price per customer
- Recurring jobs - Biweekly/monthly schedules
- Mobile checklists - Track what was done
- Invoice customization - Show total only
❌ What You DON'T Need:
- "Flat-rate pricing" feature (designed for labor+materials cost calculation)
- Itemized breakdowns per room
- Standard pricing across all customers
Step-by-Step Setup
Initial Customer Visit
- Create a new job in HousecallPro for the customer
- Add a service line item (e.g., "Residential Cleaning")
- Visit the home, assess the scope
- Negotiate the price with the customer
- Manually edit the line item price to match the agreed amount
💡 How to edit: Click on any field in the line item box. Changes auto-save - you'll see a "Saved" confirmation appear.
Set Up Recurring Service
- Convert the job to a recurring job
- Select frequency:
- Biweekly (every 2 weeks)
- Monthly
- Custom interval
- Your custom price automatically replicates to all future visits
- Schedule generates automatically
Add Mobile Checklist Template
- Create a checklist template in HousecallPro (one-time setup)
- Include all standard tasks:
- Bedrooms cleaned
- Bathrooms sanitized
- Kitchen deep-cleaned
- Floors vacuumed/mopped
- Dusting completed
- Trash removed
- Attach the template to recurring jobs
- Crew completes checklist on mobile app during each visit
Configure Invoice Settings
- Go to HousecallPro Settings → Invoice Settings → Customer View
- Configure to show total only (hide line item breakdowns)
- Customer receives clean invoice with agreed price
Service: Residential Cleaning Total: $150.00 Thank you for your business!
Ongoing Workflow (Each Visit)
What Happens Automatically
- Schedule auto-generates based on recurrence (biweekly/monthly)
- Crew sees the job in HousecallPro mobile app with pre-set price
- Checklist loads on mobile for the visit
- Crew completes work and marks checklist items
- Job marked complete → Invoice auto-generates with custom price
- Invoice sent to customer (total only, no breakdown)
- Payment recorded → Syncs to QuickBooks
Handling Price Changes
When a Customer Requests Scope Changes
If a customer wants to add/remove service areas (e.g., "stop cleaning the basement"), Lety negotiates a new price. Here's how:
- Open the recurring job series in HousecallPro
- Edit the series (applies to all future visits)
- Update the line item price to the new agreed amount
- Changes apply from that point forward
Real-World Examples
🏠 Mrs. Johnson
Home: 3 bed, 2 bath, 1800 sq ft
Negotiated Price: $150 biweekly
Setup: "Residential Cleaning" line item, manually set to $150, recurring every 2 weeks
Result: Mrs. Johnson pays $150 every visit, regardless of time spent
🏡 Mr. Garcia
Home: 3 bed, 2 bath, 1750 sq ft (similar to Mrs. Johnson)
Negotiated Price: $200 biweekly (more detailed work required)
Setup: Same "Residential Cleaning" service, manually set to $200
Result: Mr. Garcia pays $200 every visit - personalized pricing in action
Key Takeaways
- ✅ Custom per-customer pricing is fully supported
- ✅ No need for itemized breakdowns per room/area
- ✅ Recurring jobs carry the custom price automatically
- ✅ Mobile checklists track what was done each visit
- ✅ Invoices can show total only (no breakdown)
- ✅ This is how Housecall Pro is designed to work for service businesses
🎯 Bottom Line
Your personalized pricing model fits perfectly with Housecall Pro's standard features. No workarounds needed. Set it up once, and it runs smoothly for recurring customers.