Create a coupon code customers can enter

A code-based discount is the classic coupon: customer types SUMMER20 at the estimate and gets the discount applied. Different from automatic discounts (no code; applied based on rules — covered in First-time-customer automatic discount).

Creating it

Discounts → Create discount. The first decision is the category — drives which fields you'll see:

• Amount Off Order — flat discount on the whole estimate.
• Amount Off Services — applies only to service line items, not parts.
• Buy X Get Y — bundle deals.
• Free Pickup — drops the pickup fee (forces flat type internally).
• First-time Customer — auto-locks to first-timers; usually paired with automatic, not code.
• Fleet Discount — auto-locks to customers tagged as fleet.
• Bundle Deal, Labor Only, Parts Only — what they sound like.

Discount value

• Type — Percentage or Flat amount.
• Value — the number (e.g., 20 for 20% or ₹500 for flat).
• Max discount cap — useful for percentages: "20% but capped at ₹2000". Prevents big-bill surprises.

Code & method

• Method — Code. (For Automatic, see the next article.)
• Code — the string customers type. Case-insensitive. Choose something memorable: SUMMER20, NEWYEAR, FB10.

Limits & eligibility

• Min purchase amount — only applies if the estimate is at least this much.
• Max uses — total redemptions across all customers (e.g., 100).
• Max per customer — usually 1 — stops a customer chaining the same code.
• Date range — start & end dates. End is enforced strictly.
• Customer eligibility — All / First-time only / Fleet only / Specific customer tags.
• Services to apply — restrict to one or more service templates.
• Stackable — toggle whether this can combine with another discount on the same estimate. Off by default.
• Public / Private — public discounts may be auto-suggested; private codes only work if typed exactly.

Customer applies it

On the estimate approval page (the same one we saw in Send an estimate and collect a digital signature), there's an Apply discount code field. The customer types the code, hits Apply — total updates live.

Reading discount performance

Discounts → click the discount → Usage. Shows redemptions, revenue impact, and which customers used it. Helpful for renewing or killing the campaign.