Service pricing and quotes

Pricing & Quotes in the dashboard

Pivra’s Pricing & Quotes feature (Starter plan and above) gives you two ways to handle pricing:

• Pricing rules for fixed or simple service prices
• Estimator tools for jobs where the price changes based on size, urgency, extras, or other inputs

That means the chatbot can either answer with a static quote or gather a few details and calculate a ballpark estimate without making numbers up.

1. Go to Dashboard → Pricing & Quotes (under your chatbot settings).
2. Add services with:
   • Service name (e.g. “Tap replacement”, “Hot water system”)
   • Price type: minimum, maximum, or fixed (AUD)
   • Amount in AUD
   • Optional inclusions and exclusions (e.g. “Parts not included”)
3. Save. The bot’s system prompt is updated automatically so it uses these rules when answering price and quote questions.

The chatbot will use only these rules for the services you define. For anything else (e.g. custom jobs), it can say “contact us for a quote”, run an estimator tool, or use lead capture.

Estimator tools

Use an estimator when the quote depends on structured inputs.

Examples:

• A plumber adds an after-hours surcharge and different callout bands by suburb
• A cleaner charges by bedroom count and optional add-ons
• A consultant adjusts pricing by project size or timeline

Each estimator has:

• A base price or base range
• Input fields the chatbot needs to gather
• Adjustments that add to the price when certain options or quantities apply
• An optional disclaimer the chatbot includes with the ballpark

When someone asks for a price, the chatbot can ask the missing follow-up questions, run the estimator, and return a grounded estimate in chat.

Optional: pricing in your knowledge base

You can also add pricing content to your Knowledge sources (e.g. a “Price list” plain-text or PDF). The bot can use that for extra context or for services you don’t want to add as structured rules. For anything you’ve defined in Pricing & Quotes, the structured rules take precedence so the bot doesn’t hallucinate numbers.

Tips for accurate quotes and estimates

• Use specific numbers where possible; use min/max when a fixed price isn’t possible.
• Include GST in the amount or say “ex GST” in inclusions/exclusions.
• Mention what’s excluded (e.g. “Parts not included”) to avoid disputes.
• Update Pricing & Quotes when your prices change so the bot stays accurate.
• Use estimators for jobs with a few predictable pricing variables. If the job still depends on site inspection or hidden complexity, return a ballpark and invite the lead to request a proper quote.

Quote requests and lead capture

• For conversational quotes, visitors ask in chat and the bot answers using your pricing rules or estimator tools.
• For “send me a quote” or custom jobs, enable Lead capture (Settings → General) and optionally Quote capture (quote trigger phrases, quote fields). Visitors can submit their details and the conversation is stored under Leads (filter by “Quote requests”).
• You can add a line to your system prompt or refinements: e.g. “For custom or complex quotes, ask the visitor to leave their name and phone and we’ll call back within 2 hours.”

Combining with actions

Use Actions (Dashboard → Actions) to fire a webhook or email when a lead is captured or when a quote is requested, so your CRM or team gets notified immediately.