Pricing your Proposals and more

Setting the right price is crucial. Let's explore how to use the pricing features in Client Engager to create competitive and profitable pricing strategies

Read on for a our how to or watch our brief video - https://help.engager.app/hc/en-gb/articles/18598017818258-Pricing-Deep-Dive

For more insights to pricing metrics get this free guide Ultimate pricing Guide for Accountants and Bookkeepers www.engager.app/pg 

With our pricing, you can be as creative as you like to ensure it matches your way of doing things, or, just keep it simple for ease of use. Remember, you can always override your defaults when on the individual client. 

We want to accommodate all users and their preferences. Some users have a simple set up like Year End accounts is £1,000 a year, it covers everything they need. Others might have a ‘base fee’ of £1,000 but loathe having to deal with paperwork - so reflect that in your pricing when creating your proposal. 

Any caveat to your base fee, can be replicated in our pricing feature. Don’t like paperwork? Increase the fee 0.5. Love working with Charities? Reduce the base fee by 0.2.

Getting your pricing set up in the system when starting out, will making the task of sending out proposals on the fly, a quick and enjoyable process

Let’s get started by heading to our Global Settings - Jobs - Services

Remember that EVERY service listed can have its own pricing structure if you need. 

Scroll down to Default Fee Period - is this a service that we’re billing monthly, yearly, quarterly etc? We’re telling Engager when to expect payment from our client for our services. 

For those that want to keep it simple, enter your Base Fee here. 

For those that have the caveats to their price, let’s have some fun and start building out your exact specification. 

Select ‘Add Operation’

When you select this, you can then select ‘placeholder’ to explore your list of options

Once you’ve selected the option, so in the above, ‘Self Employed’, the system now knows that it needs to interact with this field later on in the system - could be a Yes or No question. 

Add your caveats to this section as you go.Below is an example of a Self Assessment that I want to increase the pricing because the client is also self employed, has bad record quality and CIS submission - all I’m thinking is ‘headache’ but also being positive ‘£££’

At this stage you may be thinking, this is great but what am I really asking the system to do with these caveats - we need to set some rules and logic in answer to these caveats.

The ‘field values’ that you’re asking the pricing to interact with are located in your Settings - Client Data - Custom Fields

Custom fields are incredibly powerful and useful - think of them as an item that you can interact with on the system, to trigger events or include as placeholders within emails (Placeholders are like your mail merges)

We recommend watching our tutorial on these as there’s a lot you can do with these fields and they will help tailor your Engager experience to match your Practice even more - https://help.engager.app/hc/en-gb/articles/18598118248466-Using-Custom-Fields

For a quick overview, here’s a quick example of how you could use a Custom Field. 

In this example, I want to adjust my Self Assessment default pricing for a proposal, because the prospective client has self employed income as well as their salary and dividends. As the self employed income is outside of our standard Self Assessment pricing, I’m going to adjust accordingly

Head to your Settings - Client Data - Custom Fields

This is where you can start populating these fields and entering in questions or information that you want to hold / ask the client

With the above example, I want to create a NEW Custom Field in the SA100 Information section - eventually, yours will look like this as you tailor Engager to match your practice’s needs

This is where you can start to program the behaviours that you want - so in this example, I want to charge 5 times the amount of my usual self assessment fee of £100, if they are self employed. 

You’ll start to see how this all comes together in the pricing tool as well - if you ever get stuck with how something is calculated, head on back to your Custom Field and check how you’ve programmed the behaviours. 

Bookkeeping Example

You can also play with some of the data values and types too so if you wanted to have a scenario in Bookkeeping as an example, and wanted to charge the customer for an average number of transactions to reconcile per month, us the Whole Number value and the system will calculate accordingly. 

This could be your average number of transactions - enter this as your ‘Whole Number’ for that month x the Default Value being £0.15p

Once you’ve had a play with your Custom Fields, when you come back your pricing within the Service, you’ll see that you can select ‘Add an Operation’ then pull through your new Custom Fields to interact with - you can be as complicated as you like if you need to

Then we you see all of the above come together, it will appear like this on your Services and Pricing page:

Before:

After: