Damage Waiver Fee type fee auto applied to each event as a percentage

InflatableOffice shared this question 5 years ago
Answered

You can have a % based fee automatically or manually added to an event

To have it auto-apply to every quote:

1a: Create a new fee (Settings->Promotions and Fees) and call it Damage Waiver. Set the Rent side to 100000 dollars and the get side to % fee on rentals.

It will auto apply to new quotes or any recalculates on existing events. To the customer it should show up as Damage Waiver, but if needed all the Fee names on the templates can be changed to say Damage Waiver.


If you need it to be optionally added it to each lead after it is created:

1m: create a new rental item called Damage Waiver (Settings->Inventory) at $0 and unlimited quantity.

2m: create the fee (as described above in step 1a) and then have the requirement be set that they must rent the Damage Waiver item and set the % fee on rentals.

Comments (30)

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Is there a way to implement but show it as an option to the customer when they're submitting quote? They should either have the option to pay the damage waiver or opt out and be responsible for any damages

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Yes, per the instructions above, you make it an inventory item. I suggest mentioning it in your contract so that they know if they don't get it, they are liable.

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If we use the method of creating a damage waiver inventory item and tie it to a fee, which then applies a 15% fee on top of an order, shouldn't we be able to up sell the damage waiver inventory item? I have tried doing this and when tested, it doesn't show up on the quote page. Any ideas?

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I think you have to save the optional field before adding it to your quote page.


Follow these instructions and if you have issues let me know:

https://www.inflatableoffice.com/support/knowledge-base/article/custom-questions-and-form-fields

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It will show up in the Lead Field but not on the quote form emailed to you or displayed to the customer unless you add this as a rental Item.

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Ok I have mine setup and working properly. I let the customer choose the option on my quote form. I have added those variables to both the Quote Confirm email as well as the Quote Confirm pages. This is what I did. Settings-Chose Pages/Templates. Choose Quote page first. Add these lines.


After the page loads hit edit and click the </> symbol

Scroll down to the Section after the Referred By Section


after you see </select> and </div> you can cut and paste the following lines


<label class="control-label" for="custom-Damage_Waiver_Fee?">Damage Waiver</label>
								<div class="controls">
									<select name="custom-Damage_Waiver_Fee">
										<option value="Yes">Yes-10% of total</option>
										<option value="No">No</option>
									</select>
								</div>
								<br>
								<label class="control-label" for="custom-Driver_Tip?">Tip Delivery Crew?</label>
								<div class="controls">
									<select name="custom-Driver_Tip">
										<option value="Yes">Yes- 5% of total</option>
										<option value="No">No</option>
									</select>
								</div>


Hit Save.


Next edit the quote confirm template


click the same </> symbol and scroll down to the Number of guest section

and enter this

<br>
									<dt>Damage Waiver</dt>
									<dd>*custom-Damage_Waiver_Fee*</dd>
									<dt>Driver Tip</dt>
									<dd>*custom-Driver_Tip*</dd>


Proceed to do this for quote confirm email as well

*****Please NOTE I have mine set to default to YES**** you might want yours set to NO so you will change the code around so NO is first on the QUOTE Request page


Next you will need to create two new Fee following the procedure above


https://www.inflatableoffice.com/support/knowledge-base/article/custom-questions-and-form-fields


My name are Damage Waiver Fee and Driver Tip If you want to be able to use the exact code I pasted above you will need to name them the same.


I think this is all you should have to do. I have my Damage Waiver set to 10% and my tip set to 5%


This should generate a quote that looks like this


Then inside IO you will see it look like this

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If you don't want it to default to automatically apply then you have to create inventory Items like mentioned above and let the customer choose. With the option I have posted it will automatically apply to every rental unless I manually remove it.

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Nice job Howard! You can also use the following to leave it blank and make them choose before getting a quote:

<select name="custom-Damage_Waiver_Fee" required="required">
  <option value="">Select...</option>
  <option value="Yes">Yes-10% of total</option>
  <option value="No">No</option>
</select>

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yeah I didn't think about that. However I have a question about the FEE Setup portion. If you set it to 9999 dollars doesn't it mean they have to rent 9999 dollars before it is applies. Then another section says use 9999 events. I am not sure what that means. Can you explain. Right now it is applying the fees if I edit the lead and hit update. It is not applying the fee when the customer books.

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You do the 9999 events so that it never applies unless they select the damage waiver custom question. You should change the code to use 1 or 0. See below. I've done this for you. You'll see I tested with a quote #3054569.

<select name="custom-Damage_Waiver_Fee" required="required">
  <option value="">Select...</option>
  <option value="1">Yes-10% of total</option>
  <option value="0">No</option>
</select>

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Howard,

Do you find that customers want to see "Damage Waiver" under the price breakdown on the quote confirm page? By default it's embedded under "Other Fees". Just wondering if you broke it down any further.

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I changed the wording from Other Fees to Damage Waiver/Tip

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There is some code you can use to have it print out the fee name. We can help you with it if you would like tomorrow. You can use special code to output the Yes or No instead of the number as well. Thanks.

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That would be great thanks!

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I have mine doing this right now. It can't add it all together until IO can give me the code.

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I have mine doing this right now. It can't add it all together until IO can give me the code.

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I have mine doing this right now. It can't add it all together until IO can give me the code.

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I think the code for the fee breakdown is in the new contact templates. So you could generate a new contract and copy/paste the table from that into yours.

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I generated a new contract and it prints the value directly. I don't see any variables.

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I've done it for your Quote Confirm page Howard to give you an example. You replace the code to output distance charges, staff costs, fees, and discounts with the following:

<span id="repeat_start_fees"></span>
<dt>*feesname*</dt>
<dd>$*feesprice*</dd>
<span id="repeat_end_fees"></span>

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Yep that works. Thanks I knew it couldn't be too hard to do.

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I've updated the code to show Yes or No on templates for checkbox custom questions. It will be out next week with the new release. Thanks.

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Ok last issue i need help with. In your contract template how do I list them all out in there since that seems like to me it is generated html. Is there a way to do the same thing.

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I've added the "feesname" loop to your contract template

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I would love some assistance with adding a damage waiver and tip to our template. I have added a damage waiver fee under fees but it shows up as "other fees." I would like them to see what it is but be automatic. Can the driver tip be optional or selected by customer even after the event through a follow up email?

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I've added it for your default contract and your quote confirm pages. Let me know if you need it anywhere else. Regarding tips, we don't have a good way to do those yet.

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Is the best way to add an optional damage waiver still as listed above in the 1st post? Do I have to choose a category to list it under on the quote page, or can it be another stand-alone field?

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You don't have to add it under any category. You can create custom questions and apply fees to them now:

https://www.inflatableoffice.com/support/knowledge-base/article/custom-questions-and-form-fields

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Got it! I posted a new question regarding a few integration issues I'm having. no rush. Thank you

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