Discount code overview

Discount codes are useful it you want to run promotions for your business. Set discount codes by:

  • Job type
  • Lead source
  • Discount value – % or £
  • Expiry date / Quote age

Creating a code

  1. Enter a discount code value
  2. Select which job types it can be applied to
  3. Select which lead sources it can be applied to
  4. Set an expiry date or days for the discount code (mandatory)
      1. Click on the calendar or days icon to switch the expiry type
      2. Select a date or enter the maximum age of the quote in days
  5. Save the discount code.
  6. Tick if it is active or inactive currently.

Editing a code

  1. Edit one code / row and press save before moving on to the next row.
  2. Codes can be made active / inactive at any time.
Click on the image to enlarge

Applying discount codes

Customer portal

On the payment page, the customer can apply a discount code to the job. Only active and valid codes can be applied to a booking.

Job timeline

In the Survey Details section of the job timeline, select the ‘Discount’ field in the third column. You can apply a valid / active code to the job record or add a manual code. A preset code will display the total amount that will be discounted from the job if applied.