If you would like the Dimensional Pricebook to be enabled on your FieldPulse account, please reach out to our team by contacting us at support@fieldpulse.com or using the chat feature in the bottom right corner of your screen.
What is a Dimensional Pricebook?
We've made a way for your business to set prices for your products in the Pricebook based on a unit of measure and user-inputted dimensions. By utilizing dimensional pricing within your Pricebook, it allows your customers to receive accurate quotes tailored to their specific needs, making it easier for them to understand costs and make informed decisions. It also helps your business streamline its pricing process, enabling you to provide quick and precise estimates.
Use Cases:
Glass Fabrication: When creating custom glass products (like windows, mirrors, or shower doors) you can set prices based on specific dimensions provided by customers. For example, a customer might want a particular height and width of a mirror, and the Pricebook can calculate the cost based on those measurements.
Drywall/Insulation: Prior to installing drywall or insulation, you can use this pricing feature to set prices based on the specific dimensions of a project/area.
Fencing Companies: Set prices based on the specific dimensions of a customer's property. For instance, you can input the length and width of the area your customer wants to enclose with a fence. The Pricebook can then calculate the total cost based on those measurements, taking into account factors such as the type of fencing material (wood, vinyl, chain link, etc.), height, and any additional features like gates or decorative elements.
Flooring Companies: Set prices based on the specific dimensions of the area that needs flooring. For example, you can input the square footage of a room and the Pricebook will then calculate the total cost based on those measurements including factors such as the type of flooring, any underlayment needed, and installation costs.
Line Item Options
Product options, attributes, and variants will now be organized at the line item level, moving away from the previous flat rate job grouping. This functionality streamlines the ordering and estimation processes for businesses with customizable products.
Why We Did This / Use Cases:
Customizable Product Installations:
For businesses that install products with multiple components e.g., windows, doors, or HVAC systems), this feature allows you to quickly filter your Pricebook for relevant flat rate jobs. You can find specific configurations requested by your customers, such as Color: Red and Size: Large, thereby saving time and reducing the need for manual scrolling/searching.
Glass Installation Requests:
When a glass installer receives a request for specific glass types (e.g., Tempered Glass, 1/4 inch thickness, clear tint), they can utilize the product option filters on the Pricebook homepage. This enables the estimator to quickly narrow down flat rate jobs that include products with those specific options, eliminating the hassle of scanning through lengthy lists.
Building Detailed Estimates:
For projects like shower enclosures or window replacements, once an estimator selects product options (like Thickness: 3/8 inch, Tint: Frosted, and Edge Type: Polished), these choices will be automatically added to the product description. This ensures that installers are clear on what needs to be fabricated or installed, significantly reducing the likelihood of errors on the job site.
To Enable/Set Up:
Navigate to Company Settings > Estimates & Invoices tab > Advanced subtab. Locate the toggle labeled Enable Item Options for use in the Pricebook? and switch it on.
Once Item Options are enabled, you can begin inputting all of the unique options your business offers. To do this, navigate to Company Settings > Estimates & Invoices tab > Item Options subtab.
Click the Add Item Option button and begin filling out the required fields.
Option Name: This is a required field. The name you enter will be displayed on the item template and in your Pricebook.
Required Checkbox: This checkbox indicates whether your team must make a selection for this option when it appears on a product/item.
Allow Multi-Select: By checking this box, you allow your team to select multiple option values for a product/item.
Pricing Method: Choose between two options here: Flat Pricing or Pricing Based on a Unit of Measure.
Flat Pricing: This is the default setting, indicating that "this option value costs $[amount]."
Unit of Measure: Unit of Measure: Select your desired unit of measure. Choose from one of the following: linear inch, united whole inch, square feet, or square inches.
Add Option Value: Here you can name the option values, set an additional price, rearrange the order, and delete options if needed. The arrangement determines the default order they appear on the item template and in your Pricebook.
Unit Cost: This represents the additional cost added to the unit cost of the item when that option is selected.
Additional Price: This indicates the extra price added to the unit price of the item when that option is selected.
Examples of Product Option Values:
Color
For example - red, blue, or green glass
Type
For example - frosted, clear, or patterned glass
For example - regular, mold-resistant, or fire-resistant drywall
For example - wood, vinyl, or chain link fencing
For example - carpet, hardwood, laminate, or tile flooring
Shape
For example - rounded, squared, or beveled corners
After Creation, Use Your Item Options:
Once created, item options are available for use on all of your line items.
From the dropdown, select the option(s) you want to add to this line item. You must select a value and click Add Option for it to apply to the line item. Each option can only be added once to a line item. You can also change the order of your options, which will affect how they appear in your Pricebook.
Getting Started with Dimensional Pricing
You can enable dimensional pricing when creating a new Pricebook or by editing an existing one. When in the Pricebook on the Basic Info & Set Up tab, you will see a toggle towards the bottom of the screen to enable dimensional pricing. Below that toggle, you will see another for the ability to enforce product size limits. Toggling this on will control which items are displayed within the Pricebook when the calculated area does not fall within the item's specified minimum and maximum size limits from the Item List.
Line Items
Some new fields have been added to line items. Note: These options only apply when the item is used within the Pricebook.
First, there is a unit of measure field that when in use, overrides the basic unit cost/price.
The units of measure are:
Square feet: length x width
Square inches: length x width / 144
Linear inches: commonly used in glass to measure perimeter, length x width * 2
United whole inch: simply measures two sides, length + width
You’ll also see an option to round up to the next whole even inch for pricing. This is standard in the glass industry. The purpose of this is to let your business place an order with your supplier for the precise measurements, but to keep pricing simple and round up when presenting an estimate or invoice to your customers. For example, if an area is measured at 11.3" x 12.4", pricing will be calculated at 12" x 14".
The final option on line items, shown above, is the ability to establish a minimum and maximum size. This sets a size requirement/limitation for a product within your flat rate jobs. The idea is that certain pieces of glass, for example, can only be sold when they’re a specific size. For example, you can’t sell a ⅛” glass sheet that’s 200 square feet because it’d be too thin and break.
See it in Action
Once you've added a couple of products to your Pricebook that have the dimensional pricing configured, this is what it will look like when previewing the Pricebook. You will have the ability filter by your line item options, enter dimensions, select the shape, and enter a unit of measure. Selecting square vs circle will change how we calculate square feet (width x height vs. radius).
Notice there are two toggles here. You can override the entered dimensions and just directly enter the square footage. You also have the option to ignore the size constraints and allow the flat rate jobs to display even if they don’t meet the minimum/maximum size requirements you set above.
When pulling over to an estimate, as shown in the example below, notice that you can put your precise measurements in the description, even though your pricing is set to rounded up.
In example pictured above, I entered 8”⅛” x 28”11/16” in the pricebook (1.619 sq ft). In the item list I have it priced to $10/square foot so the total price would be $16.19. However, I enabled “round to the next whole even inch” for this specific item so it instead used 10”x30” * $10.
Markups
Dimensional pricing will be calculated first, followed by any flat rate job markups, which will be applied on top of the initial calculations. This ensures that your pricing is accurate and reflects all necessary adjustments.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.