Name the exact scope
Define current recurring scope, frequency, skipped visits, added rooms, pets, laundry, dishes, clutter, access, travel, and customer expectations.
Recurring price review
Recurring price review
A recurring customer can look stable while labor drifts, visits get skipped, scope grows, supplies rise, or travel stops fitting the route. Owners need a repeatable review rule before the old price becomes the new margin problem.
Owner workflow
Define current recurring scope, frequency, skipped visits, added rooms, pets, laundry, dishes, clutter, access, travel, and customer expectations.
Compare original estimated visit time with actual hours, prep, follow-up, travel, and any extra work that became normal.
Include labor increases, supply costs, fuel, parking, overhead, admin time, and target margin before renewing the recurring price.
Save the review date, new price, customer response, and next review trigger in Customers or Reports.
Quote desk notes
Good quoting starts with a clear owner decision: what is included, what labor will actually be used, what costs must be recovered, and what should be reviewed after the job. These notes keep the price useful after the customer conversation changes.
Define current recurring scope, frequency, skipped visits, added rooms, pets, laundry, dishes, clutter, access, travel, and customer expectations.
Compare original estimated visit time with actual hours, prep, follow-up, travel, and any extra work that became normal.
Include labor increases, supply costs, fuel, parking, overhead, admin time, and target margin before renewing the recurring price.
The owner risk is keeping a friendly old price while the business absorbs new labor and higher costs.
Margin leaks
Small labor drift becomes a large annual profit leak.
Existing customers can become underpriced as costs change.
Added tasks feel normal if the owner never writes them down.
Owner examples
The home takes longer after skipped visits, but the old price stays in place.
Use a skip policy or reset price when condition changes.The owner never approved the extra tasks as a priced add-on.
Separate recurring base scope from add-ons before raising price.The visit still pays the same but now adds travel time.
Review route fit and add travel or minimum price adjustment.Pre-send checklist
Customer scope language
The customer does not need to see the whole pricing model. They do need clear scope, price assumptions, and a fair rule for changes. Save this wording in Templates when the job type repeats.
Calculator desk
Owner FAQ
Many owners review at least annually and sooner when labor hours, skipped visits, added scope, travel, or supply costs change.
Longer actual hours, added rooms or tasks, skipped visits, pets, clutter, supply increases, higher labor cost, travel changes, or a low margin should trigger review.
Keep it practical: name the current scope, the cost or labor change, the new price, the effective date, and the option to adjust scope if needed.