Operations
Add-Ons
Configure and manage service add-ons and pricing options
Overview
Add-on settings allow you to create and manage additional services that can be included in quotes and bookings. Each add-on can be configured with specific pricing models and automation IDs for integration purposes.Add-on Configuration
Creating Add-ons
Creating Add-ons
Set up new add-ons with:
- Unique identifier
- Display name
- Description
- Pricing structure
- Availability rules
Unique IDs are essential for automation workflows and integrations.
Pricing Options
Pricing Options
Configure pricing models:
- Per unit pricing
- Flat rate pricing
- Hourly rates
- Resource-based pricing
Choose pricing models that align with your operational costs and market positioning.
Add-on Management
Settings Control
Settings Control
Manage add-on details:
- Availability status
- Display order
- Category assignment
- Required resources
Visual Presentation
Visual Presentation
Customize appearance:
- Add-on images
- Description formatting
- Feature highlights
- Upsell messaging
Integration Options
Automation Setup
Automation Setup
Configure integration details:
- Automation IDs
- System linkages
- Trigger conditions
- Workflow connections
Maintain consistent IDs across all integrated platforms.
Pricing Logic
Pricing Logic
Set up pricing rules:
- Quantity limits
- Minimum requirements
- Bundle discounts
- Special pricing conditions
Best Practices
- Use clear, descriptive names
- Set appropriate pricing models
- Maintain accurate descriptions
- Update availability regularly
- Test automation workflows
Next Steps
After configuring add-ons:- Review quote settings
- Set up integrations
- Test add-on functionality
- Monitor sales performance