Know what a job leaves after the work is done.
Review a sample of completed jobs or orders. Compare the quoted price with the amount collected and the time, materials, fees, and outside help required to deliver it.
Look for patterns before changing prices. A weak margin may come from an outdated rate, repeated discounts, unbilled additions, or work that takes longer than estimated. Each calls for a different response.
Questions worth reviewing.
Cost assumptions
Check the labor, materials, fees, and overhead assumptions behind the quote.
Discounts
Record when discounts are used, who approves them, and how they affect the final margin.
Scope changes
Compare the agreed deliverables with what was actually supplied and billed.
Customer response
Review acceptance rates and the reasons customers give for accepting or declining.
Request The Pricing Leak Audit.
Your request goes to the Caboodle team. Please leave out private financial or customer records.
Choose what to change first.
Choose comparable jobs
Start with work that has a similar scope and delivery process.
Calculate the actual margin
Use collected revenue and the relevant costs, with consistent definitions.
Make a controlled change
Adjust the price, scope, or approval process and review both margin and customer response.