> For the complete documentation index, see [llms.txt](https://docs.bluepro.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.bluepro.ai/estimates-and-price-book/options-add-ons-and-modifiers-pricing-that-sells.md).
# Options, Add-Ons & Modifiers: Pricing That Sells
Three price book tools help you present the right price to the right customer: **Option Groups** let a customer choose a tier (Good/Better/Best), **Add-ons** let them add optional extras, and **Modifiers** apply an automatic adjustment (like an after-hours fee or a membership discount). This guide covers setting up and using all three.
> ๐ฅ **VIDEO โ** Hero (90s): create an After Hours modifier, build a Good/Better/Best option group, add an add-on, then apply all three on an estimate. Top of page.
#### Video how-to on how to create a Good, Better, Best group option and how to create a modifier.
{% file src="/files/QBpfkRYADmWphRvfj4qt" %}
### Modifiers
A **modifier** is a price adjustment you apply to a whole estimate or invoice โ for example, a 10% after-hours fee, or a flat-dollar loyalty discount.
**Setting one up:** Price Book โ **Modifiers** tab โ **Add Modifier**:
* **Name** โ e.g. "After Hours"
* **Adjustment Type** โ **Percentage (%)** or **Flat amount ($)**
* **Value**
* **Applies To** โ **Services only**, **Materials only**, or **Services & Materials**
* **Customer Display** โ **Show label on line items** (the customer sees "After Hours +10%") or **Adjust price only โ no label shown to customer**
* **Active** toggle
> ๐ธ **IMAGE โ** The Modifiers tab with the Add Modifier form open.
**Applying one:** In the estimate or invoice builder's pricing summary, a **Modifier** dropdown lists your active modifiers as "{name} ({adjustment})" โ e.g. "After Hours (+10%)." Pick one and it recalculates line item prices instantly, showing a small badge underneath (e.g. *"+10% applied to services ยท not shown to customer"*).
> ๐ธ **IMAGE โ** The Modifier dropdown in the pricing summary, with a modifier selected and its badge visible.
> โ ๏ธ **Note โ Only one modifier at a time.** Modifiers don't stack. Selecting a new one replaces whatever was applied before.
### Membership-Linked Modifiers (Auto-Discounts)
If you sell memberships or service plans, you can link a modifier to a **Subscription Plan** so it applies **automatically** whenever you build an estimate or invoice for a member.
Set it up on the **Subscription Plan** itself: a **Linked modifier** dropdown lets you pick which modifier applies to that plan's members. The app's own description: *"Auto-applied to estimates and invoices for contacts with an active subscription on this plan. Still removable in the builder."*
When you start building for a contact with an active subscription, their linked modifier is pre-selected for you โ but it's just a starting point in the same **Modifier** dropdown above, so you (or a manual modifier choice) can still change or remove it.
> ๐ก **Tip โ Manual choice always wins.** If a job also happens to qualify for a manual modifier (like After Hours), picking that manually replaces the auto-applied membership modifier rather than stacking with it โ remember only one modifier applies at a time.
> โ ๏ธ **Note โ Web only.** Membership modifiers auto-apply when you build from the web app. There's no equivalent auto-apply on mobile โ if a technician starts an estimate from the field for a member, apply the membership modifier yourself from the web before sending, or build it on web to begin with.
### Option Groups (Good / Better / Best)
An **Option Group** lets the customer choose between tiered versions of a service instead of you picking one for them.
**Setting one up:** On a service in the price book โ or right in the estimate/invoice line-item editor โ configure:
* **Tier Label** โ e.g. "Good," "Better," "Best" (or your own wording)
* **Badge** โ free text (e.g. "Best Value"), with quick toggles for **Recommended** and **Popular**
* **Included Features** and **Excluded Features** โ short bullet lists shown to the customer
* **Default** toggle โ which tier is pre-selected
> ๐ธ **IMAGE โ** The Option Group editor showing tier label, badge toggles, and the included/excluded feature lists.
**What the customer sees:** on the estimate, tiers render as side-by-side cards (stacked pills on mobile) โ tier name, price (shown as a "+$X" from the selected tier), the feature checklist with โ/โ icons, a badge ribbon for Recommended/Popular/custom text, and a **Select** button.
> ๐ธ **IMAGE โ** The customer-facing Good/Better/Best cards on a public estimate.
> ๐ก **Tip โ Lead with the middle tier's value, not just its price.** Use the feature list to make the jump from "Good" to "Better" obviously worth it โ that's usually where customers upgrade.
### Add-Ons
An **add-on** is an optional extra the customer can add to a service โ unlike option-group tiers (pick exactly one), a customer can select **any number** of add-ons.
**Setting one up:** In a service's editor, the **Add-ons** section lets you attach existing services or materials as add-ons, either shared across all option-group tiers or specific to one tier. Each shows its name, description, and price (as "+$X").
> ๐ธ **IMAGE โ** The Add-ons section on a service, showing a shared add-on and price.
**What the customer sees:** an **"Optional Add-ons"** section with a count, each one a checkbox row with an optional photo, name, description, an "Includes" list if it bundles materials, and its price. The customer checks off any they want.
> ๐ธ **IMAGE โ** The customer-facing Optional Add-ons checklist on a public estimate.
### What Works on Mobile
* **Add-ons** โ fully supported. Technicians can present and let customers select add-ons when building or reviewing an estimate on mobile.
* **Modifiers** โ display only. If a modifier was already applied on the web, mobile shows it in the cart, but there's no control on mobile to select or change a modifier.
* **Option Groups** โ not available to set up or select on mobile; Good/Better/Best tiers are a web feature, and customers experience them through the estimate link (which opens the same web view even when the estimate was sent from a technician's phone).
> ๐ก **Tip โ Build tiered or discounted estimates on the web when you can.** If a job is complex enough to need Good/Better/Best options or a membership discount, it's worth building the estimate on the web (or from the office) so every tool is available โ a technician can still send it and get approval from mobile once it's built.
### FAQ
* **Can I apply two modifiers at once?** No โ only one modifier applies at a time; selecting a new one replaces the old.
* **Does a membership discount apply automatically?** Yes, on web, if the modifier is linked to the contact's active subscription plan โ and it's still removable in the builder.
* **What's the difference between an option group and an add-on?** An option group is a choice between tiers (pick one); an add-on is an optional extra (pick any number).
* **Can technicians build Good/Better/Best estimates from the field?** They can send and get approval on one built on web, but option groups aren't configurable or selectable on mobile.
* **Will the customer know a modifier was applied?** Only if you set that modifier's Customer Display to "Show label on line items." Otherwise it silently adjusts the price.
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