Bundle services
Define an offer that applies when the configured group of services appears together.
Do not let a promotion give away the margin
An offer that applies at the wrong time or stacks the wrong way can cost more than the sale is worth.
Bundles, quantity tiers, seasonal windows, and fixed or percentage discounts turn pricing policy into configured rules instead of something the owner has to remember. Quote snapshots preserve previously agreed economics.
Made for field serviceOffice, crew, and customer stay connected✓
01Bundle and quantity-tier rules02Seasonal and time-window eligibility03Fixed-value and percentage discounts04Automatic, stackable and exclusive-best behavior
What it helps your team do
Less chasing. Fewer missed steps. A clearer day for the office and crew.
Reward quantity
Quantity tiers let the discount change when the configured amount is reached.
Limit the offer in time
Seasonal and date-window rules keep promotions inside the intended period.
Choose the discount method
Use a fixed amount or percentage based on the promotion you are running.
Control how offers combine
Mark promotions stackable, or let exclusive rules select the best eligible result.
Preserve accepted economics
Snapshots keep existing quote calculations stable when promotion settings change later.
How it fits the work
Set the rules once. Let the routine follow-through happen.
You decide what should start the work, which jobs qualify, what Opti-Terrain can complete, and when it should stop and ask. Your team can see what happened without digging through calls, texts, or somebody's memory.
Trigger
A quote is calculated or edited with services, quantities and a date that may match an active offer.
Rules
You set eligibility, active dates, amount or percentage, automatic application and combination behavior.
Opti-Terrain does
Opti-Terrain evaluates the eligible rules and applies the configured result in supported quote flows.
When it asks
It asks the user when a manual pricing choice or exceptional discount still requires authorization.
Where you see it
See the promotion result and preserved snapshot on the quote and its audit context.
From office to field
The context travels with the work.
The same request, schedule, customer details, photos, notes, status, and next action stay available as work moves from the office to the site.
Built around the job
The crew gets what it needs. The customer stays informed. The owner sees what needs attention.
This product area stays connected to the rest of the field-service workflow, so the next person does not have to reconstruct what happened from calls, texts, and memory.
Bundle and quantity-tier rules
Seasonal and time-window eligibility
Fixed-value and percentage discounts
Automatic, stackable and exclusive-best behavior
Opti-Terrain
Put this workflow inside the same system as the rest of the operation.
See how Opti-Terrain keeps the relevant records, rules, routine actions, exceptions, and results connected.