Pricebook
Services, materials, equipment, pricing rules and kits.
- Pricebook overviewWhat the pricebook is, how to find and filter items, and how published prices flow into estimates, invoices and the field app.
- Add and edit services, materials and equipmentCreate a pricebook item, then set its category, pricing method, cost, labor hours, member price, materials and images.
- Organize the pricebook with categoriesBuild a category tree, order it, add images, hide categories from technicians and give a category its own markup table.
- Bulk edit prices and publish draftsChange many items at once, review every price, cost and margin that moves, then publish the draft or undo parts of it.
- Set pricing rules in Pricing BuilderSet your labor rate, labor cost, markup table by cost range and rounding so rule-priced items price themselves.
- See pricebook change historyLook up what each publish changed, who published it, and an item's price and cost history.
- Build kits (estimate templates) and use them on estimatesSave ready-made Good, Better and Best options for common jobs, then start an estimate from a kit in the office or the field app.
- Keep material costs current with supplier price filesPartly availableAdd your distributors, import their price files, map SKUs to pricebook materials, and publish the cost changes as a reviewed draft.
- Import a pricebook from ServiceTitan or a spreadsheetBring your price book into TradesWork from a ServiceTitan export, another system or your own spreadsheet, preview it, and fix rows that need a look.