Location-Based Service Price Zones | Optimize Service Pricing for Your Business

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Location-Based Service Price Zones | Optimize Service Pricing for Your Business

In today’s globalized business world, pricing strategies often need to adapt to geographical variances. Understanding and implementing this can enhance your profitability, customer satisfaction, and overall operational efficiency. OctopusPro brings you the ability to apply price zones to your services, offering you an edge over competitors and a tool to manage your pricing policy effectively.

The OctopusPro Price Zone feature allows you to assign different prices to your services based on the customer’s location. This powerful feature automatically updates the price of a service when the customer’s location is selected, enabling a dynamic, location-specific pricing strategy.

With this feature, you can:

  1. Deliver location-tailored services with accurate pricing.
  2. Adjust prices based on demand, cost of living, or competition in different regions.
  3. Enhance customer satisfaction by offering competitive pricing based on their location.
  4. Increase profitability by aligning your prices with local market conditions.

This guide will provide a detailed walkthrough on how to apply price zones to your services, set price zones to custom fields, and manage the appearance of these price zones across various interfaces within OctopusPro.

Table of Contents

How to Apply a Price Zone to a Service

Here is how you can apply a price zone to a service if it’s priced differently in different locations:

Steps:

  1. Navigate to Settings from the main dashboard.
  2. Click on Service Settings.

  3. Now, select Services.
  4. Under a specific service, click on Price Zones.
  5. Enter the zone name and select the locations included in this zone, then enter the unit price for this zone.

  6. Repeat this process for all relevant zones.
  7. Click Save.

By following these steps, the correct price for a service is automatically applied when the customer’s location is selected.

Example: If you’re adding a new service priced at $70 per hour and you want it to be $85 per hour in the state of NY, create a new zone for this service adding NY and the new unit price of $13. Then, when making a new booking and selecting NY in the state field for the booking address, the unit price will be $13 instead of $10.

Setting a Price Zone When Adding a New Service

You can also add a price zone to your service when you’re adding a new one or editing an existing one. Here’s how:

Steps:

  1. Go to Settings.
  2. Select Service Settings.
  3. Click on Services.
  4. Choose Create New or Edit under the service.
  5. As you navigate to the Cost & Payrate tab, scroll down to Set service cost zone > Manage zones.

Applying a Price Zone to a Custom Field Value

Some of your services may have Custom Fields that determine the price of the service. Here’s how to add a service Custom Field value zone:

Steps:

  1. Navigate to Settings.
  2. Select Service Settings.
  3. Click on Services.
  4. Choose Manage Custom Fields.
  5. Under a custom field, click Value Price Zones.
  6. Select the custom field value, enter the zone name, select the locations included in this zone and enter the unit price.
  7. Repeat these steps for all zones and all attribute values.
  8. Click Save.

Continue reading for instructions on setting price zones to custom fields and how these price zones appear to admins, fieldworkers, and customers.

How to Set Price Zones to Custom Fields?

To set price zones to a custom field, follow these steps:

  1. Go to Settings > Service Settings > Services.
  2. You’ll be redirected to the services page, click on Manage custom fields next to the service you want to edit its custom field.
  3. You will be redirected to the custom fields page, click on Prize zones to edit the custom field, or click on Value price zones to edit each custom field value.
  4. You will be redirected to the custom field price zone page, where you can:
    • Select the custom field value from the drop-down menu.
    • Enter your zone name.
    • Select state/province from your activated locations.
    • Enter the unit price that you want to be added when this value is selected.
    • Click on Save.
  5. After saving the zone it will be added below where you can then edit it or delete it.


How do Custom Fields Price Zones Appear?

To Admins While Creating a Booking

After setting price zones to a custom field, the price zone will affect the custom field’s pricing while booking the service-related. Here’s how:

  1. Go to Booking > Create new from the sidebar menu on the left, scroll down then click on Add service, and select a service from the pop-up menu.
  2. When adding a customer whose location is added to a specific zone, the price will be affected by selecting the custom field.

On the Fieldworkers’ App While Creating a Booking

When a fieldworker creates a booking, after selecting a customer whose location is added to a certain zone in the price zones, the process is as follows:

  1. Go to Bookings > Create a new booking.
  2. Go through the booking process until the custom field, and select the answer then the price added will appear depending on the location in the price zone.

On the Customer Portal

When a customer selects a location that is added to a specific zone, the price will be automatically updated when selecting a custom field. The process is as follows:

  1. Go to the customer portal, select a service, then click on Schedule an appointment.
  2. Custom fields will appear during the booking process.

Applying price zones to your services on OctopusPro will take your business to the next level, allowing you to optimize pricing based on location and deliver more value to your customers. By following this guide, you can leverage this feature and improve your business operations.

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