Pricebook is a flat-rate sales tool that trade businesses can use to supercharge their sales process and increase revenue. Build and deploy your own custom pricebooks with ease, create tiered pricing with our ‘Good, Better, Best’ variant proposal options, and even take signatures and payments. Our pricebook helps turn your technicians into full-fledged salesmen, making upsells and boosting your customer satisfaction easier than ever.

Pricebook fully integrates with FieldPulse’s field service management software to further simplify your workday. Pull items directly from your pricebook and add them into your proposals with just a few clicks, no matter how simple or complex they may be. FieldPulse's pricebook also lets you view your overall costs and profits from any device, allowing you to easily see which jobs are your true profit centers.

The FieldPulse pricebook makes creating and adding your flat rate jobs quick and easy. Once you’ve added your labor rate for each job and selected your markup percentage, FieldPulse will automatically calculate the overhead cost and will apply your markup to all your jobs, ensuring that you’re making a profit every time. Once the customer has selected which services they need, you can then quickly convert the service offerings into an estimate or invoice and attach it to your customer's profile, which you can access at any time through the FieldPulse app.

Once Pricebook has been enabled, you’re ready to begin exploring! Pricebook will appear under the Sales section, and can be used through the FieldPulse web app or through the FieldPulse mobile app.

There are multiple ways to create a pricebook in FieldPulse.

Once you create, import, or select a pricebook, you will be able to change the pricebook’s name and add a description. In this section, you’ll also be able to adjust which roles within your team have access to view the pricebook. Lastly, you can edit your pricebook theme to match your company’s brand.

Labor Rate per Hour Cost: This is where you will enter the cost to you of labor on an hourly basis. Remember, this is not the price you charge customers, but what it costs you.

Overhead Rate per Hour Cost: This is where you will enter your overall overhead costs on an hourly basis. This number may take some calculations for you to identify, but entering your hourly overhead costs will help ensure that you make a profit on every job listed in your pricebook.

Markup Percent: Markup percent is where you will enter your default markup rate for all labor, supplies, and equipment. You will be able to customize your markup percentages in the next section, Markup Categories, but your default markup will be set here.

Markup Categories: Markup categories allow you to customize your markups. For example, you may set a markup rate for labor, a markup rate for supplies costing $1-$50, or a markup rate for all stainless steel items. Simply select Add Markup Category and enter a title and markup percentage. You can create as many categories as you need – just don’t forget to press + Save after each addition.

When you're ready to begin creating categories, flat rate jobs, add-ons, and more, select Pricebook Builder.

This tab allows you to create categories to organize your flat rate jobs. Begin by selecting Create New Category.

Enter your display category title then select whether you’d like the jobs in this category to appear as a list, or in a Good/Better/Best format. If you aren’t sure which display method you’d like to use, it can always be changed later. To add this display category, click Save Category.

Some examples of display categories include:

Next, you can add additional sub-categories under each category to further organize your jobs. Click on the category under which you'd like to create a sub-category, then press Create New Category.

You can navigate back to the list of display categories at any time by selecting the home icon.

Next, select Add-On Lists, then click Create Options List.

Add-On Lists allow you to create add-on options which can later be linked to flat rate jobs. Begin by creating new options lists, then indicate whether you would like to have this options list be single-item select or multiple-item select.

(Note: If you aren’t sure which item selection method you’d like to use, it can always be changed later.)

Some examples of option list titles include:

After creating your options list title, search to enter each flat rate job you’d like to be housed under this options list. Flat rate jobs can be listed under multiple options lists.

Next, select All Flat-Rate Jobs, then click Create New Job.

Now you will need to enter a job name, and you can also add a description, an image, and tags. You should also select your markup category for this job from the dropdown menu. You can use the default markup you set above, assign unique markups by item, or use the unique markup categories you created.

Once these details have been added, go ahead and adjust the labor and overhead by pressing Edit. Here you can enter the quantity of hours required for this job and include a description. Press Save Item to complete your changes.

Next, press + Add Item for every item you will need for this job. Your pricebook will pull from your item list or you can create a new line item. Your cost, price, and description will automatically apply once you select an item, but you can always make changes to these fields, as well as adjust the quantity of each line item.

To add additional flat rate jobs, simply begin the process again by clicking Create New Job. Be sure to press Save Pricebook when you're finished making changes.