Discount codes that stay under control
Create promotional codes, referral bonuses, and loyalty rewards with built-in guardrails. Set usage limits, validity windows, and choose exactly who can apply them — so discounts work for your business, not against it.
Two discount types, three application scopes
Choose how the discount calculates and where it applies. Every code is defined once and reused across estimates and invoices.
Fixed Amount
Subtract a flat dollar amount from the estimate or invoice. Useful for referral bonuses, loyalty credits, or flat promotional offers.
$25 offPercentage
Apply a percentage reduction. Works well for seasonal sales, early-bird pricing, or volume discounts that scale with job size.
15% offBuilt-in controls for every discount
Set the rules once. The system enforces them across every estimate and invoice so your team never over-discounts a job.
Maximum Uses
Cap total redemptions across all customers. When the limit is reached, the code stops working.
Per-Customer Limit
Restrict how many times a single customer can redeem a code. Prevents repeat abuse.
Minimum Amount
Require a minimum estimate or invoice value before the discount applies.
Validity Dates
Set start and end dates for promotional windows. Codes auto-expire when the period ends.
Active / Inactive Toggle
Pause a discount code instantly without deleting it. Re-enable when you are ready.
Usage Counter
Track how many times each code has been redeemed in real time. Visible from the admin panel.
Control who applies discounts
Each discount code has role-based flags that determine whether technicians or customers can apply it. Owners and dispatchers always have full access.
Owner & Dispatcher
Full access to create, edit, and apply any discount code on estimates and invoices.
Technician Apply
Enable the allow_technician_apply flag to let field staff apply codes when building quotes on-site.
Customer Apply
Enable the allow_customer_apply flag so customers can enter promo codes through the portal.
How discounts apply
Create the discount code
Set the type, value, scope, usage limits, and validity dates from the admin panel.
Apply to an estimate or invoice
Select the code when building the document. The adjusted total calculates automatically.
Usage tracked automatically
The system increments the usage counter and enforces limits. No manual bookkeeping.
Applied where your revenue lives
Discount codes attach directly to estimates and invoices. The system calculates the adjusted total, tracks which code was used, and counts it against the usage limit automatically.
Common discount patterns
A few examples of how field service businesses use discount codes in Pillar.
Referral Bonus
Reward customers who send new business your way with a fixed-amount credit.
REFERRAL25Seasonal Promotion
Run a time-limited sale with validity dates that auto-expire.
SUMMER2026Loyalty Reward
Give repeat customers a standing discount with a per-customer usage limit.
LOYALTY50New Customer Welcome
Offer a percentage off the first service to encourage initial bookings.
WELCOME10Connected features
Discounts integrate with Pillar's revenue tools to keep pricing accurate across the board.
Estimates & Quoting
Apply discount codes to quotes before sending them to your customer for approval.
Learn moreInvoicing & Payments
Discount codes carry through to invoices with automatic total recalculation.
Learn morePrice Book
Centralized catalog of services and products that discount codes apply against.
Learn moreCustomer Portal
Customers can enter promo codes when enabled via the allow_customer_apply flag.
Learn moreSee how Pillar handles discounting
Walk through creating discount codes, setting guardrails, and applying them to estimates and invoices with our team.