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Pricebook

One pricebook for services, parts, and protected margins.

Standardize item setup, customer-ready descriptions, and pricing logic in one operating system so every quote starts from the same source of truth.

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Built for contractors who want pricing consistency across their team.

JobsiteOn pricebook service setup with standardized pricing and preview totals
Standardized service pricing

Preview total

$270.17 with tax

Pricebook works best when setup, pricing, and quote handoff stay in one system.

Service pricingParts pricingCustomer-ready descriptionsQuote handoffMargin visibility

One operating surface for item setup, pricing policy, and reuse.

Mirror the AP-style story rhythm with pricebook proof pulled directly from JobsiteOn owner workflows instead of decorative placeholder art.

Central library

See the whole pricebook library the same way the office actually maintains it.

Search, filters, item counts, and create actions stay in one operating surface so the team can govern pricing instead of rebuilding it from spreadsheets.

JobsiteOn pricebook board with item counts, search, and create actions for services and parts
Service setup

Build standard service pricing with customer-ready scope already attached.

Service setup keeps the internal notes, item identity, tax behavior, and default price in one screen so every future quote starts from the same baseline.

JobsiteOn pricebook service setup screen with scope fields, tax controls, and pricing preview
Part pricing

Price parts and truck-stock replacements with cost context before the office loses margin.

Part setup makes it easy to keep sell price, internal cost, tax, and part identity aligned when the next urgent repair needs a quote right away.

JobsiteOn pricebook part setup screen with sell price, internal cost, and pricing preview
Guided workflow

Give teams one repeatable item-creation workflow instead of tribal process.

The guided create flow keeps service names, customer display labels, SKUs, and tags structured enough for the office and field teams to use the same language.

JobsiteOn multi-step pricebook item creation flow with customer preview and structured metadata

What stays attached

The pricing context teams usually lose between setup and quoting.

Customer-ready language, internal notes, tax defaults, cost context, and pricing previews stay visible while the office creates the item.

Margin guardrails

Sell price, cost, tax, and approval context stay visible before a new line item ever reaches a quote.

Consistent item identity

Names, IDs, SKUs, categories, and customer-facing descriptions live in one setup flow instead of scattered notes.

One update path

The office can standardize services and parts once, then reuse that same pricing logic across every estimate and invoice workflow.

Keep every new item structured enough to reuse and fast enough to ship.

The office needs more than a price field. It needs one repeatable setup system that still feels usable when new work is piling up.

Service governance

Standardize service pricing before the quote ever starts.

The create flow keeps service naming, descriptions, tax defaults, and preview totals visible enough for the office to make one deliberate pricing decision.

JobsiteOn service pricing setup with default price and tax preview
Field-ready parts

Keep parts pricing believable for techs, dispatch, and customers.

Part setup is where internal cost, truck-stock thinking, and customer-ready output stay aligned so urgent repair quotes do not drift from margin targets.

JobsiteOn part pricing workflow with internal cost and customer pricing visible together
Structured creation

Create structured line items that still feel usable on the first pass.

The guided flow turns item identity, tags, and preview behavior into a repeatable system instead of forcing each coordinator to invent the format from scratch.

JobsiteOn guided pricebook wizard showing customer display name, tags, and preview output

Customer story

“Pricebook stopped being a spreadsheet chore for us.”

Pricebook stopped being a spreadsheet chore for us. The office now sets the service and part pricing once, and the team quotes from the same playbook every time.

Morgan Hale testimonial portrait

Morgan Hale

Operations Director, Summit Mechanical Group

Service and part pricing stay in one controlled library.

Customer-facing names and descriptions stay reusable.

Quotes and invoices inherit the same pricing source of truth.

Workflow coverage

Give teams one repeatable pricing workflow before the next quote starts.

A strong pricebook does more than store prices. It keeps item setup, preview behavior, and quote handoff disciplined enough for the whole team to trust.

Protected pricing

Keep services and parts priced from one controlled source instead of letting each quote start from scratch.

Visible totals

Preview tax and sell-price impact while the item is still being set up, not after it is already customer-facing.

Reusable inventory logic

Standardize common replacement parts and repeatable service items so the next job starts faster.

Quote handoff

Move from item setup into quoting with customer-ready names and descriptions already prepared.

Office controls

Item IDs, SKUs, categories, and internal notes stay governable enough for admin teams to maintain at scale.

Field consistency

Technicians and office staff can work from the same item language instead of translating ad hoc notes into billable work.

Frequently asked questions

Answers for teams replacing spreadsheet pricebooks.

Can techs override pricebook prices?

You control this. Allow overrides freely, require notes, or require manager approval.

Can I import my existing pricebook?

Yes. Import from CSV or spreadsheet during setup.

Does the pricebook support multiple locations?

Yes. Use shared or location-specific pricing as needed.

Pricebook

Put service pricing, part pricing, and customer-ready line items into one connected workflow.

Replace disconnected spreadsheets with a pricebook system that the office can govern and the team can actually quote from.