Pricebook Setup
Configure flat-rate pricing for consistent quoting
What is a Pricebook?
A pricebook is your catalog of services and parts with pre-set pricing, ensuring consistent quotes across your team. Technicians can quickly add items without manual price calculations.
Creating Pricebook Items
Go to Settings → Pricebook
Click Add Item
Enter name, description, and price
Assign to a category
Save
Item Types
Service
Labor and service charges
Part
Materials and equipment
Package
Bundled services
Pricing Strategies
Flat Rate
Fixed price regardless of time
Hourly
Rate × hours worked
Tiered
Good/Better/Best options
By Unit
Per foot, per square, etc.
Categories
Organize your pricebook by category:
Using in the Field
Mobile Access
Technicians can quickly add pricebook items to jobs and estimates from the mobile app. Search by name or browse categories for fast selection.
Pro Tip
Create Good/Better/Best options for your common services. This gives customers choice while increasing your average ticket value through upselling.