In this article, you will learn how to standardize your pricing and streamline your sales processes using Price Book Pro.
Your price book is designed to help you easily navigate through your catalog of items and services. All of your items are presented in a simple, catalog view that gives you quick access to the line items you need while on the job.
Price Book Pro takes this experience to the next level. It comes pre-loaded with intuitive categories and popular items built around the HVAC, plumbing, and electrical industries. This ensures that you have the most relevant and current items at your fingertips, allowing you to spend more time on the work and less on managing your price book.
Price Book Pro overview
One-click updates
To help your business stay competitive and in sync with market changes, updates are typically released on a quarterly basis. These updates ensure your pricing stays accurate without the manual upkeep, so you can focus on running your business, not maintaining your price book.
Workiz will notify you within the app when updates are available. Updates only take a few moments and can be applied with just a click.
To learn more about updating your Price Book Pro catalogs, please see this article.
Managing your Price Book Pro catalogs
Price Book Pro offers a flexible, ready-to-use catalog, but we understand it's not a one-size-fits-all. With Price Book Pro, Workiz gives you the ability to make important changes like adjusting pricing (by applying a default markup and labor rate), hiding things you don't want your team to see, and more.
To learn more about managing your Price Book Pro catalogs, please see this article.
Using Price Book Pro in the field
Whether you’re building an estimate, creating an invoice, or updating a job, Price Book Pro makes it easy to search for and apply prebuilt items or flat rate services. Your team will always have access to accurate, consistent pricing — helping you save time and present a more professional experience to your clients.
To learn more about using Price Book Pro on jobs, please see this article.