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Keeping your rates fresh

Paint, labour, and material costs drift over time. Surfacely keeps an eye on when you last reviewed each part of your pricing and gives you a gentle heads-up when it's getting old — so you don't quote a fresh job on stale numbers.

The stale-rates nudge

You'll see it as a pill on your dashboard and as a banner on the quote builder and the proposal-review screen. It appears when a pricing section you've reviewed before hasn't been looked at in about 90 days. It's a prompt, not a block — you can keep quoting either way.

Confirming your rates

If your pricing is still right, you don't have to change anything — just confirm it's current. There's a one-tap confirm in Settings → Pricing & rates and from the notification drawer. That resets the clock and clears the nudge. If costs have moved, that's your cue to update the rate first.

New businesses aren't nagged

Rates you've never touched don't count as stale. Every number is set from industry benchmarks for your country when your account is created, and onboarding asks you for the few that vary most — so a new account is quoting on sensible figures from day one and won't be asked to confirm anything. The nudge only starts once you've reviewed a section yourself and that review has gone quiet.

Why it matters: the quiet way to lose margin is to keep quoting last year's costs into this year's jobs. A 90-day check-in is enough to catch the drift without turning pricing into a chore.

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