Pricebook

Your catalog of services, parts, equipment and labor: tabs, folders, who can edit, and where prices are used.

Add an item with price, cost, category, type, customer description and photos.

Use the pricebook picker, favorites, custom lines and bundles on jobs, estimates, invoices and purchase orders.

The office view of the pricebook in the mobile app: what techs can add and change, and what you control.

Copy ready-made HVAC services from the Catalog, clear the starter items, or start over with the starter set.

Organize the pricebook into folders and subfolders; rename or delete a category without stranding items.

Set cost and price on items, convert markup to margin, and see where profit shows up.

Build tiered packages (up to 6 tiers) with package pricing and an internal cost and margin view, and apply them to estimates, jobs and invoices.

Group bundle templates into folders (AC Repair, Maintenance, Installs) that filter the Bundle Templates tab, the estimate picker and the tech's mobile picker with one tap.

Build forms with checkbox, text, number, photo and pass / flag / fail steps, assign them to jobs, and see what techs filled in.

One-way sync of pricebook items to QuickBooks Products and Services: what's sent, name matching and fixes.

Raise or lower many pricebook prices by a percentage, preview the change, round the results, and undo it.

Drag your pricebook folders into order, or sort them by most used or A–Z, for the office and the mobile app.

Set a lower add-on price on a service so a second service sold on the same visit doesn't bill the trip charge twice.

Select many pricebook items, move them to a folder or delete them at once, and drag items and folders into place.