Inventory & Price Book
Recurring customer pricebook discounts
Automatically discount loyal customers on every invoice.
Overview
Housecall Pro Feb 2026 added recurring discounts on price book items. Thorbis has no standing customer discount rules.
What we're building
You promise membership customers or long-time accounts a standing discount, but honoring it means someone remembering to mark it down on every estimate and invoice by hand, and sooner or later it gets missed.
Thorbis is looking at standing discount rules tied to a customer or a service plan, so the discount applies automatically wherever it should. The customer sees a clear breakdown of what they saved, which reinforces why the membership is worth it. For shops that run loyalty plans or negotiated rates and want them applied consistently.
What you'll be able to do
- Standing discount rules per customer or plan
- Apply automatically on estimate/invoice
- Show discount breakdown to customer
- Honor membership pricing without manual edits
- Keep negotiated rates consistent across every job
Rollout plan
- 01
Discount rules
In progressDefine standing discounts per customer or service plan.
- 02
Auto-apply
In progressApply discounts automatically on estimates and invoices.
- 03
Transparency
In progressShow customers a clear breakdown of their savings.
Milestones
- Not started:
Rule model
Build standing discount rules for customers and plans.
- Not started:
Estimate/invoice application
Apply rules automatically at billing time.
- Not started:
Customer breakdown
Display the discount detail to customers.
More in Inventory & Price Book
How to send useful feedback
Name the blocked role
Product feedback is more useful when it names the owner, dispatcher, technician, office user, or customer affected.
Explain the workaround
Describe what your team does today and where the process fails under real work.
Define success
Share what would change after launch: time saved, fewer manual steps, cleaner records, or better customer follow-up.