> ## Documentation Index > Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt > Use this file to discover all available pages before exploring further. # Setting Up Your Pricebook > Build a flat-rate Pricebook in FieldPulse with categories, add-on lists, and good-better-best options your team quotes from on web and mobile. > **Who uses this:** Each pricebook's **Pricebook Visibility** setting controls which team roles can view it. **Availability:** Sales Suite add-on — the Pricebook must be enabled on your account. The Pricebook is a flat-rate sales tool your team quotes from instead of pricing each job from scratch. You build it once — categories, flat-rate jobs, and add-on options with your own labor, overhead, and markup baked in — and your techs select from a menu that fills the pricing and line items into an estimate, invoice, or variant proposal. ## Overview The Pricebook is where your pricing lives so it doesn't live in someone's head. Each **flat-rate job** carries its labor hours, materials, and markup, so the price the customer sees is consistent no matter who quotes it. You organize flat-rate jobs into **categories** and **sub-categories**, offer **add-on lists** for upsells, and display jobs as a plain list or in a **Good / Better / Best** format that gives the customer a choice. Because the Pricebook feeds your [estimates and invoices](https://www.fieldpulse.com/features/estimates-and-invoices), the numbers a tech sees on-site are the numbers you set — including your costs and profitability on each job — so your team can quote with confidence and take signatures and payment on the spot. ## Before you begin * Confirm the Pricebook is enabled on your account. If it isn't, contact the FieldPulse team at [support@fieldpulse.com](mailto:support@fieldpulse.com) or use the chat in the bottom-right corner of your screen. * Know your numbers: your hourly labor cost, your hourly overhead cost, and the markup percentages you want to charge. * Confirm the line items you'll use already exist in your Item List, or be ready to create them as you build — see [Setting Up Item List & Inventory](/inventory-materials/item-list/adding-items). * Already keep a pricebook in a spreadsheet? You can import it instead of building by hand — see [How to Import a Pricebook](/add-ons/sales-suite/importing-pricebook). ## Step-by-step setup ### 1. Find the Pricebook Once the Pricebook is enabled, it appears under the **Sales** section in the left menu. You can build and use pricebooks in the FieldPulse web app or the mobile app. The Pricebooks option under the Sales section of the FieldPulse web menu ### 2. Create a pricebook You have three ways to start a pricebook: * **Build a new one** — Select **+ Create Pricebook** and start entering your information. * **Import an existing one** — Bring in a pricebook from Excel, Google Sheets, or CSV. See [How to Import a Pricebook](/add-ons/sales-suite/importing-pricebook). * **Start from a FieldPulse template** — Contact [support@fieldpulse.com](mailto:support@fieldpulse.com) or use the chat in the bottom-right corner of your screen to have a starter pricebook imported into your account. The + Create Pricebook button for starting a new pricebook ### 3. Set the basic info and rates Once you create, import, or open a pricebook, set its **Pricebook Title** and description on the **Basic Info & Setup** tab, choose which team roles can view it under **Pricebook Visibility**, and adjust the **Theme** to match your brand. Pricebook Basic Info fields for title, description, visibility, and theme Then set the rates that drive every price in the book: 1. Enter your **Labor Rate per Hour Cost** — what labor costs *you* per hour, not what you charge the customer. 2. Enter your **Overhead Rate per Hour Cost** — your hourly overhead. This number may take some calculating, but entering it means every job in the book is priced to turn a profit. 3. Set your default **Markup Percent** for all labor, supplies, and equipment. 4. Add **Markup Categories** to customize markups beyond the default — for example, a rate for labor, a rate for supplies costing \$1–\$50, or a rate for all stainless steel items. Select **Add Markup Category**, enter a title and percentage, and select **+ Save** after each one. You can create as many markup categories as you need. 5. Set **Default Grouping Visibility When Added to Estimates/Invoices** to control whether groupings show by default; you can override this for individual flat-rate jobs when adding them to estimates or invoices. When you change it, a pop-up asks whether to update the default for future use or apply it to all existing jobs in the pricebook. The Pricebook Settings section with labor rate, overhead rate, tax, markup percent, and default grouping visibility fields ### 4. Open the Pricebook Builder When you're ready to add categories, flat-rate jobs, and add-ons, select **Pricebook Builder**. The Pricebook Builder tab and button on the Create Pricebook screen ### 5. Create categories Categories organize your flat-rate jobs: 1. On the **Pricebook Builder** tab, select **Create New Category**. The Create New Category button in the Pricebook Builder 2. Enter a display category title. 3. Choose whether jobs in this category appear as a **List** or in a **Good/Better/Best** format. If you aren't sure, you can change this later. 4. Select **Save Category**. The Create Category window with a display category title field and the List display format selected Example display categories: Diagnostic/Evaluation, Gas Furnace, Heat Pump Systems. To organize further, select the category you'd like to nest under, then select **Create New Category** to add a sub-category inside it. Select the home icon to return to the full list of display categories at any time. An existing category selected in the Pricebook Builder to open it The Create New Category button inside an open category for adding a sub-category ### 6. Create add-on lists Add-on lists are upsell options you link to flat-rate jobs: 1. Select **Add-On Lists**, then select **Create Option Lists**. The Add-On Lists tab with the Create Option Lists button 2. Enter an options list title, then choose whether the list is **single-item select** (you or your customer can pick only one item from the list) or **multiple-item select** (you or your customer can pick as many items as desired), and select **Add Options List**. If you aren't sure, you can change this later. Naming an options list and choosing the single-item or multiple-item select type 3. Under **Add Flat Rate Job**, search and add each flat-rate job you want housed under this options list. A flat-rate job can appear in more than one options list. The Add Flat Rate Job search field for adding flat-rate jobs to an options list Example options list titles: Condenser Coil Add-Ons, Washing Machine Extended Warranties, Thermostat Upgrades. ### 7. Create flat-rate jobs 1. Select **All Flat Rate Jobs**, then select **Create New Job**. The All Flat Rate Jobs tab highlighted in the Pricebook Builder navigation The All Flat Rate Jobs screen with the Create New Job button 2. Enter a **Job Name**. Add a description, an image, and tags if you want them. 3. Select the **Markup Category** for this job from the dropdown — the default markup you set earlier, unique markups by item, or one of the markup categories you created. The Create Flat Rate Job form with job name, tags, markup category, and line item fields 4. Select **Edit** on the **Labor & Overhead** line to enter the quantity of hours the job requires and a description, then select **Save Item**. Editing the Labor & Overhead line item with quantity, cost, and description fields and the Save Item button 5. Select **+ Add Item** for every material the job needs. The Pricebook pulls from your Item List, or you can create a new line item. Cost, price, and description fill in automatically when you select an item; adjust them and the quantity as needed. 6. To reorder line items, click and hold the six-dot icon to the left of a line item and drag it into place. The new order applies to future estimates and invoices built from this flat-rate job. 7. Repeat **Create New Job** for each flat-rate job, and select **Save Pricebook** when you're done.