Skip to main content
Pricebook
Updated over a week ago

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.

To learn more about Pricebook, view the FieldPulse360 session recording.


Why Utilize Pricebook?

  • Showcase price integrity to customers.

  • Create custom tailored pricebooks catered to your business.

  • Instantly view costs and profitability on jobs.

  • Automate your estimate and invoicing process in seconds.

Key Features

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.


Enabling Pricebook

Contact us at support@fieldpulse.com or use the Chat feature in the bottom right hand corner of your screen to enable Pricebook.


Creating a Pricebook

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.

  1. To create a brand new pricebook, select the + Create Pricebook button to begin entering your information.

  2. You can import an external pricebook into your FieldPulse account by using our pricebook import template attached below.

    1. Add your details

    2. Contact us at support@fieldpulse.com or use the Chat feature in the bottom right hand corner of your screen to have this imported into your account.

  3. If you’d like to build from a FieldPulse pricebook template, contact us at support@fieldpulse.com or use the Chat feature in the bottom right hand corner of your screen to have this imported into your account.

Info Tab

Once you select a pricebook to edit, 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.

Flat Rate Jobs: Now it’s time to begin entering your jobs! Click + Add Flat Rate Job to get started.

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 + Add Flat Rate Job.

Options List Tab

Options list allows you to create add-on options which can later be linked to flat rate jobs. Begin by naming your options list in Options List Title, then indicate whether you would like to have this options list be single-item select or multiple-item select. Here’s the difference: single-item select will allow you or your customer to only choose one item from each options list, while multiple-select will allow you or your customer to choose as many items as desired. 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:

  • Condenser Coil Add-Ons

  • Washing Machine Extended Warranties

  • Thermostat Upgrades

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. When you are finished creating options lists and adding flat rate jobs to them, be sure to press Save Pricebook.

Organize Tab

This tab allows you to create categories to organize your flat rate jobs. Enter your display category name 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 Add Display Category.

Some examples of display categories include:

  • Diagnostic/Evaluation

  • Gas Furnace

  • Heat Pump Systems

Next, you can add additional sub-categories under each category by selecting Add Display Category to further organize your jobs. If you are ready to start adding jobs, click Add Flat Rate Job, and search to enter each flat rate job you’d like to be housed under this category. If you’d like to attach any of the add-ons you created in the Options List, simply select them on the right side of each flat rate job you’ve added to your category. As always, when you are finished creating categories and adding flat rate jobs to them, be sure to press Save Pricebook.

The organize tab also allows you to customize the order in which categories will appear in your pricebook, as they can be easily moved up or down using the arrows on the right side of the screen. As always, when you are finished creating categories and adding flat rate jobs to them, be sure to press Save Pricebook.


Video Tutorial

To learn more about Pricebook, view the FieldPulse360 session recording.


Have additional questions?

Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

Did this answer your question?