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Introduction to Custom Offers
Updated over 2 months ago

Why Custom Offers?

Custom offers let you propose personalized services or pricing to clients beyond standard item-based quotes. They’re perfect for multi-step projects, large-scale jobs, or clients requesting additional tasks mid-job.

When to Use Them

  • Non-Standard Requests: If a client needs specialized or complex work.

  • Off-App Requests: You can send custom offers to clients from your personal network who request help.

  • Making changes to a service: You can tailor changes to a service request to add items mid-service or prior to arriving at a client's location.

Benefits

  • Flexibility: You control scheduling, cost, and disclaimers.

  • Transparency: Clients see a detailed breakdown, helping avoid payment disputes.

  • Professionalism: A well-crafted custom offer can impress a client and encourage positive reviews.

Common Misconceptions

  • “I can’t do partial up-front payments.”

    Actually, you can split payments (e.g., 50% upfront, 50% post-completion).

  • “Custom offers replace item-based pricing.”

  • Not necessarily. You can still accept or receive AutoMatch services. Utilizing custom offers via UrbanMount actually boosts your performance score and helps you receive more reserved requests.

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