Complex Pricing Engine — ATLAS

1 Pricing Hub

2 Tiers & Grid

3 Modifiers

4 Discounts

A Pricing Hub

B Dimensional & Grid

C Modifiers & Rules

D Discounts & Waivers

E Live Calculator

Pricing Hub & Modifiers

Pricing Hub

9:41

Complex Pricing

Pricing Units

10 active units with dimensional tiers, per-unit/sqft/linear-ft/hourly rates

Grid Pricing

3 active matrices for multi-dimensional pricing (size x material)

Modifiers

8 modifier groups with percentage and flat-rate adjustments

Guarantees

4 warranty/guarantee waivers with optional pricing

Pro Tip

Use dimensional tiers for services priced by measurement (sq ft, linear ft). Use grid pricing for 2D combinations like size x material.

Dimensional Tiers

9:41

Tier Configuration

Tier Ranges

Define pricing tiers: 0-500 sqft, 501-1000 sqft, 1001+ sqft with per-tier rates

Quantity Pricing

Set base price + per-unit rate. Volume discounts auto-apply at higher tiers

Classifications

Group services into classifications for bulk pricing rules and modifier inheritance

Grid & Tiers

Grid Matrix

9:41

Grid Pricing

2D Price Matrix

Rows = sizes, Columns = materials. Each cell has a unique price. Tap to edit any cell.

Add Dimensions

Add rows and columns dynamically. Supports up to 20x20 grid matrices.

Modifiers & Rules

9:41

Modifier Groups

Percentage Modifiers

Difficulty (+15%), Urgency (+25%), Weekend (+20%)

Flat-Rate Add-ons

Permit fee ($150), Disposal ($75), Travel ($50/mi)

Conditional Rules

IF category=Plumbing AND sqft>1000 THEN apply Commercial rate

Pro Tip

Stack modifiers in any order. The engine calculates: base + tiers + modifiers + rules = final price.

Calculator

Live Calculator

9:41

Quote Builder

Build Quote

Select service, enter dimensions, add modifiers. See real-time price calculation.

Quote Summary

Itemized breakdown: base price, tier adjustment, modifiers, discounts, final total

Send Quote

Export to PDF or send directly to homeowner via the bidding system

Hub & Modifiers

9:41

Complex Pricing

Pricing Dashboard

Overview of all pricing units, grid matrices, modifier groups, and active rules. Quick-access navigation to any pricing section.

Pricing Units

10 active units with dimensional tiers. Per-unit, per-sqft, linear-ft, and hourly rate types.

Modifier Groups

8 groups: Difficulty, Urgency, Weekend, Materials, Travel, Permit, Disposal, and Custom modifiers.

Add / Edit Modifier

Modifier form with name, type (percentage/flat), value, scope, and applicable categories.

Task Modifiers

Per-task modifier assignment. Toggle which modifiers apply to each service type.

Tiers & Grid

9:41

Dimensional Pricing

Dimensional Tiers

Configure tier ranges (0-500, 501-1000, 1001+) with per-tier rates. Visual tier breakdown chart.

Grid Pricing Matrix

Interactive 2D matrix: rows = sizes, columns = materials. Tap any cell to edit. Supports up to 20x20 grids.

Classifications

Service classifications for bulk rule application. Group related services for consistent pricing policies.

Add Dimension

Add new rows or columns to pricing grids. Preview price impact before saving.

Rules & Calculator

9:41

Quote Builder

Conditional Rules

IF/THEN rule builder: IF category=Plumbing AND sqft>1000 THEN apply Commercial rate. Visual rule chain editor.

Discounts & Waivers

Percentage discounts, fixed-amount discounts, and guarantee/warranty waivers with optional pricing.

Live Calculator

Real-time quote builder: select service, enter dimensions, add modifiers. Shows itemized breakdown: base + tiers + modifiers + rules = final.

Quote Summary

Professional quote output with line items, subtotals, and export to PDF or direct send to homeowner.

Section A — Pricing Hub

Complex Pricing Dashboard

app.3bids.io/contractor/pricebook/advanced/modifiers

Pricebook — Advanced Pricing

Navigation

Pricing Units 10

Grid Pricing 3

Modifiers 14

Classifications 4

Conditional Rules 6

Discount Rules 5

Guarantee Waivers 3

Modifiers

14 Active

All (14) Fabric (4) Lining (3) Length (2) Access (2) Time (1) Custom (2)

Silk Fabric+40%

Applies to: Labor

FabricExclusive

Blackout Lining+$25.00

Applies to: Total

LiningAdditive

Rush Fee (24hr)+$75.00

Applies to: Total

TimeAdditive

Pet Treatment+15%

Applies to: Base Price

CustomAdditive

Over 9ft Length+$35.00

Per panel

LengthAdditive

High Ladder Access+$50.00

2-man required

AccessExclusive

PricebookAdvancedDashboard

useQuery(api.pricebook.complexPricing.listModifiers)

Add / Edit Modifier

app.3bids.io/contractor/pricebook/advanced/modifiers/new

Add Modifier

Modifier Details

Code

Name

Category

Description

Applied to silk and delicate fabric draperies requiring special handling

Pricing

Amount

Applies To

Per Unit (disabled for % type)

Stacking Rules

Priority

Max Stack Multiplier

Conditions (Optional)

Material Types

SilkVelvetOrganzaChiffonLace

Customer Visible

Customer-Facing Description

ModifierForm

useMutation(api.pricebook.complexPricing.createModifier)

Section B — Dimensional & Grid Pricing

Dimensional Tier Configuration

app.3bids.io/contractor/pricebook/advanced/units/drp_width_001

Pricing Units

Drapery Per-Width Pricing

Per Width

Price per panel based on width in inches

Tier Configuration

Dimension: Width Unit: inches

Tier	Min Width	Max Width	Price/Panel	Default
Small	0"	48"	$45.00
Medium	49"	72"	$55.00	Default
Large	73"	96"	$70.00
Extra Large	97"	120"	$85.00
Custom	121"	∞	$95.00

Base Price & Escalation

Base Price

Escalation pricing

Escalation pricing automatically adjusts price per unit for very large items. Enable to set a threshold and percentage change.

0-48" Sm

49-72" Med

73-96" Lg

97-120" XL

121+ Custom

DimensionalTierForm

useMutation(api.pricebook.complexPricing.createDimensionalTiers)

Grid Pricing Matrix (2D)

app.3bids.io/contractor/pricebook/advanced/grids/grid_roller_001

Grid Pricing

Roller Shade Pricing

Grid (Width x Style)

2D matrix — prices by width range and shade style

	Plain Hem	Scallop	Fabric Valance	Motorized
Up to 36"	$45	$55	$65	$125
37" – 48"	$55	$65	$80	$150
49" – 60"	$65	$80	$95	$175
61" – 72"	$80	$95	$115	$210
73" – 96"	$95	$115	$135	$250

Click any cell to edit. Tab to move between cells.

Per-Unit Surcharges

If length > 6ft, add $7.00/ft

GridPricingEditor

useMutation(api.pricebook.complexPricing.updateGridCell)

Classifications

app.3bids.io/contractor/pricebook/advanced/classifications

Classifications

Area Rug Classifications

4 Classes

Group items by class for consistent pricing and risk management

Class A — Machine Made

Low Risk

Pricing multiplier: 1.0x (base) Waiver: Not required

Karastan Stainmaster Shaw Mohawk

Class B — Handmade

Medium Risk

Pricing multiplier: 1.4x Waiver: Conditional

Persian Oriental Turkish Kilim Navajo

Special — Silk & Rayon

High Risk

Pricing multiplier: 2.5x Waiver: Always required

Silk Oriental Rayon Viscose Antique

Full Risk — Customer Liable

Full Customer Risk

Pricing: Quote on inspection Waiver: Required — informed consent

Water Damaged Pet Urine (heavy) Dry Rot

ClassificationList

useQuery(api.pricebook.complexPricing.listClassifications)

Section C — Modifiers & Rules

Modifier Groups

app.3bids.io/contractor/pricebook/advanced/modifier-groups

Modifier Groups

Bundle related modifiers and set selection rules

Fabric Type

Exclusive — pick one

Only one fabric modifier can apply per item

Silk +40% Velvet +30% Linen +15% Cotton (base)

Min: 0 • Max: 1

Add-On Services

Additive — pick any

Multiple add-ons can stack

Stain Guard +$35 Deodorizer +$20 Scotchgard +$45 Pet Treatment +15%

Min: 0 • Max: unlimited

Access Difficulty

Exclusive — pick one

Access surcharges do not stack

Standard (no charge) High Ladder +$50 2-Man Required +$75

Min: 0 • Max: 1

ModifierGroupList

useQuery(api.pricebook.complexPricing.listModifierGroups)

Conditional Rules

app.3bids.io/contractor/pricebook/advanced/rules

Conditional Rules

Pricing Rules

6 Active

Automatic pricing adjustments based on job conditions

1

IF

Area > 1,500 sqft AND Service is Carpet Cleaning

THEN

Add flat surcharge $75 — “Large area — additional equipment required”

2

IF

Length > 9 feet

THEN

Add $35 per panel — “Extended length surcharge”

3

IF

Cleaning Code is ‘X’ (dry clean only)

THEN

Require on-site inspection — “Cannot quote remotely. Full customer risk.”

4

IF

Day of Week is Saturday OR Sunday

THEN

Apply modifier: Weekend Rate +25%

5

IF

Total Order Value > $2,000

THEN

Set minimum: Free pickup & delivery

6

IF

Material is ‘Silk’ AND Access is ‘High Ladder’

THEN

Require 2-man crew — “Safety protocol for delicate items at height”

ConditionalRulesList

useQuery(api.pricebook.complexPricing.listConditionalRules)

Add / Edit Rule

app.3bids.io/contractor/pricebook/advanced/rules/new

Add Rule

Rule Name & Priority

Name

Priority

Conditions (IF)

sqft

AND

Carpet Cleaning Tile Cleaning

Action (THEN)

Action Type

Amount

Message

Validity

Active

Date Range

ConditionalRuleForm

useMutation(api.pricebook.complexPricing.createConditionalRule)

Section D — Discounts & Waivers

Discount Rules

app.3bids.io/contractor/pricebook/advanced/discounts

Discount Rules

5 Active

Cash & Carry — 30%

Cash & CarryCustomer picks up, no delivery

-30%

Applies to: All services • Exclusions: Minimum charges, special processing

Exclusive

Delivery Only — 20%

DeliveryCleaned off-site, delivered back

-20%

Applies to: All services

Exclusive

Maintenance Contract — 10%

LoyaltyAnnual maintenance agreement

-10%

Requires annual contract

Stackable

Volume Discount

VolumeTiered by order value

$500-999: 5%

$1,000-2,499: 10%

$2,500+: 15%

StackableMax 1 volume discount

Winter Special — 15%

SeasonalDec 1 — Feb 28

-15%

15% off Carpet Cleaning • Residential only

StackableSeasonal

DiscountRulesList

useQuery(api.pricebook.complexPricing.listDiscountRules)

Guarantee Waivers

app.3bids.io/contractor/pricebook/advanced/waivers

Guarantee Waivers

Risk categories requiring customer acknowledgment before service

RISK 1 — Low

Mini/Micro Blinds

Paint chipping · Plastic warping · Cord damage

Release: Conditional — if visibly worn

Informed consent

RISK 4 — Medium

Pleated Shades

Fabric delamination · Pleat relaxation · Color bleeding

Release: Always required

Signed waiver

RISK 8 — High

Antique & Fragile Textiles

Fiber breakdown · Dye migration · Structural failure · Irreversible damage

Release: Always required — Full customer risk

Full customer risk

Waivers protect your business when servicing items with inherent risks. The customer signs before work begins, acknowledging potential outcomes that are beyond your control.

GuaranteeWaiverList

useQuery(api.pricebook.complexPricing.listGuaranteeWaivers)

Section E — Live Calculator

Price Calculator

app.3bids.io/contractor/pricebook/calculator

Price Calculator

Service

Service Type

Per Width

Dimensions

Width

Medium — $55/panel

Length

Over 9ft +$35

Panels

Material & Fabric

Classification

Standard

Fabric

Silk (+40%)

Lining

Blackout (+$25)

Add-Ons

Stain Guard +$35 Deodorizer +$20 Scotchgard +$45

Discounts

Cash & Carry -30% Maintenance -10%

Price Breakdown

Base (4 panels x $55)$220.00

Silk Fabric +40%+$88.00

Blackout Lining (4 x $25)+$100.00

Over 9ft Surcharge (4 x $35)+$140.00

Stain Guard+$35.00

Subtotal$583.00

Cash & Carry -30%-$174.90

Total$408.10

Good – Better – Best

Good

$408.10

Current selection

Better

$458.10

+ Scotchgard

Best

$498.10

+ Scotchgard + Deodorizer

This calculation uses your configured tiers, modifiers, and discount rules. Adjust inputs to see real-time price changes.

PriceCalculator — Split layout with sidebar inputs and content breakdown. 15 new foundation components.

useQuery(api.pricebook.complexPricing.listPricingUnits), useQuery(api.pricebook.complexPricing.listModifiers)

Quote Preview

app.3bids.io/contractor/pricebook/quotes/Q-2026-0847/preview

Quote Preview

COIT Cleaning Services

Licensed & Insured — Akron, OH

Service Quote

Q-2026-0847

Customer

Johnson Residence

1847 Oak Street, Akron, OH

Date

February 26, 2026

Service	Details	Qty	Unit Price	Total
Drapery Cleaning	54" width, silk, blackout	4 panels	$55.00	$220.00
— Silk Fabric Surcharge	+40% on labor			+$88.00
— Blackout Lining	Per panel	4	$25.00	+$100.00
— Extended Length (9.5ft)	Per panel	4	$35.00	+$140.00
— Stain Guard	Add-on	1	$35.00	+$35.00
			Subtotal	$583.00
			Cash & Carry (-30%)	-$174.90
			Total	$408.10

QuotePreview — Print-ready document with branding, line items, and signature block.

useQuery(api.pricebook.quotes.getQuote), useMutation(api.pricebook.quotes.sendToCustomer)

Data Architecture

Backend (Convex)

Schema:
pricebookPricingUnits, pricebookDimensionalTiers, pricebookGridPricing, pricebookModifiers, pricebookModifierGroups, pricebookClassifications, pricebookClassificationMembers, pricebookConditionalRules, pricebookDiscountRules, pricebookGuaranteeWaivers, pricebookTaskModifiers

Mutations:
createPricingUnit, createDimensionalTiers, createGridPricing, createModifier, createModifierGroup, createClassification, createConditionalRule, createDiscountRule, createGuaranteeWaiver, updateGridCell, addTaskModifiers, addClassificationMembers

Queries:
listPricingUnits, listDimensionalTiers, listGridPricing, listModifiers, listModifierGroups, listClassifications, listConditionalRules, listDiscountRules, listGuaranteeWaivers, listTaskModifiers

Frontend

Components:
TaskCard, CategoryList, QuoteItem, QuoteSummary, PricebookImport, PricebookSkeleton, PricebookEmptyState, PricebookAnimations

Screens:
app/(contractor)/pricebook/index.tsx (3 tabs), [categoryId].tsx, quote/new.tsx, quote/[sessionId].tsx

Hooks:
useQuery(api.pricebook.complexPricing.listModifiers)
useMutation(api.pricebook.complexPricing.createModifier)

Onboarding Wizard Integration:
Phase 2.5 steps: pricing_units, pricing_grids, pricing_modifiers, pricing_classifications, pricing_rules, pricing_waivers
Session: convex/contractor/onboardingWizard.ts (22-step wizard, steps 6–11)