How the FieldPulse Pricebook Transforms your Sales Process

In the fast-paced world of field service businesses, streamlining your pricing and sales process can make all the difference. Clear pricing is critically important if you run an HVAC company, a plumbing service, or any trade business. Your prices should be accurate and easy to understand. That’s where the FieldPulse Pricebook comes into play, the top-rated pricebook integration with field service management software.

Our pricing tool simplifies how you create, manage, and present pricing to your customers.

In this article, we’ll dive deep into the functions and benefits of the FieldPulse Pricebook. We'll cover how it works and how you can set it up to help you increase revenue, boost customer satisfaction, and save time.

What is the FieldPulse Pricebook?

The FieldPulse Pricebook is a flat-rate sales tool built for trade and field service businesses. Regardless your trade, the FieldPulse Pricebook makes it simple to manage your pricing and maximize profitability on every job.

Unlike traditional pricing methods, which often involve manual calculations and estimations, the FieldPulse Pricebook automates this process. You can:

• build and customize your own pricebooks with ease,

• Offer different pricing options for customers, such as tiered proposals (Good, Better, Best),

• Collect signatures and take payments quickly

The Pricebook doesn’t just simplify pricing; it transforms your technicians into salespeople. With organized, easy-to-use pricing structures and proposal templates, they can confidently upsell additional services or offer higher-tiered options, improving both customer satisfaction and your company’s bottom line.

The Benefits of Using FieldPulse Pricebook

Let’s take a closer look at some of the key benefits that come with using the FieldPulse Pricebook. This tool isn’t just about improving your pricing—it’s about creating a smarter, more efficient, and more profitable business.

1. Enhance Pricing Transparency

Pricing transparency is one of the biggest pain points for customers in the field service industry. They want to know what they’re paying for and why they’re paying it. The FieldPulse Pricebook allows you to present pricing options clearly and confidently. By offering flat-rate pricing for field service jobs, add-ons, and service packages, you make it easier for customers to understand exactly what they’re paying for.

2. Tailor Pricing to Your Business

Field service companies aren’t one-size-fits-all, and neither should your pricing. With the FieldPulse Pricebook, you can create custom pricebooks tailored to the specific services your business offers. Whether you need to differentiate between different types of services, set unique pricing for specific materials, or create tiered pricing options (Good, Better, Best), the FieldPulse Pricebook offers total flexibility.

3. Real-Time Job Profitability Insights

Managing profitability can be complex when you factor in labor costs, materials, overhead, and more. The Pricebook takes care of that for you by allowing you to instantly view the costs and profits of any job. With clear insight into your job costs, you can see which services are your most profitable and adjust your pricing strategy accordingly.

4. Automate Estimates and Invoices

Gone are the days of manually creating estimates and invoices from scratch. With the FieldPulse Pricebook, you can automatically generate estimates and invoices in just a few clicks. This not only saves you time but also reduces the risk of human error in calculations. Once a customer selects a service, it’s easy to convert that into an estimate or invoice and store it in their customer profile.

5. Good, Better, Best Proposals

The Good, Better, Best proposal feature is a game-changer for field service businesses. Instead of offering a single pricing option, you can present three different tiers to your customers, allowing them to choose the level of service that best suits their needs and budget. This upselling strategy increases the chances of customers selecting a higher-tier service, boosting your overall revenue.

Getting Started: How to Set Up Your FieldPulse Pricebook

Setting up the FieldPulse Pricebook is simple, and we’re here to guide you through every step. Whether you’re starting from scratch or importing an existing pricebook, the process is designed to be intuitive and user-friendly.

1. Enabling the Pricebook

The first step to using the FieldPulse Pricebook is enabling it in your account. Simply contact our support team or use the in-app chat feature to activate Pricebook for your business. Once enabled, the Pricebook will be visible in the Sales section of both the web and mobile apps.

2. Creating a Custom Pricebook

Once Pricebook is enabled, you can start creating your own pricebook. There are multiple ways to do this:

• Create from Scratch: Select the + Create Pricebook button to begin entering your pricing information. You can start from a blank slate and customize every aspect of your pricing, from labor rates to markup percentages and service categories.

• Import an Existing Pricebook: If you already have a pricebook you’d like to use, you can import it directly into FieldPulse using our Pricebook Import Templates. You’ll have the option to upload a single-category or multi-category pricebook, depending on the complexity of your services.

• Use a FieldPulse Template: For those who want a faster setup, FieldPulse offers pre-built pricebook templates. Contact our support team to have one of these templates imported into your account, and customize it as needed.

3. Configuring Basic Info and Set-Up

Once you’ve created or imported a pricebook, you can begin configuring it to match your business’s needs:

• Labor Rate: Enter the cost of labor per hour. This isn’t the price you charge customers, but rather the amount it costs your business. It ensures that your pricing covers labor expenses.

• Overhead Rate: Enter your overhead costs per hour. This includes any additional expenses related to running your business, such as utilities or administrative costs. Accurately calculating overhead ensures you’re making a profit on each job.

• Markup Percentage: Set your default markup percentage for all time and material. You can also create specific markup categories for different job types or materials, ensuring flexibility in pricing.

Building Your Pricebook: Categories, Flat-Rate Jobs, and Add-Ons

With the basic setup complete, it’s time to dive into the Pricebook Builder. This feature allows you to create the specific categories, jobs, and add-ons that will make up your custom pricebook.

1. Creating Categories

Categories help you organize your services into logical groupings, making it easier for your team to navigate the pricebook. For example, you might create categories such as:

• HVAC Maintenance

• Plumbing Repairs

• Electrical Installations

Each category can be further customized with sub-categories and display options. You can also display either a list display or a "Good, Better, Best" display to give customers the information they need to choose the right service tier for them.

2. Adding Flat-Rate Jobs

Flat-rate jobs are the backbone of the Pricebook. To create a flat-rate job, simply click Create New Job and enter the relevant details, including:

• Job Name

• Description

• Labor and Overhead Costs

• Markup Category

You can also add images, tags, and additional details to make the job listing more informative. This level of detail helps your team stay organized and gives customers confidence that they receive exactly what they pay for.

3. Creating Add-On Lists

Add-ons are an excellent way to upsell additional services or features. Whether it’s an extended warranty, an upgrade to premium materials, or additional maintenance services, Add-On Lists empower you to present these options to customers at the right time.

In the Pricebook Builder, you can create new "Add-On Lists" and decide whether they should be single-item select (where the customer can only choose one add-on) or multiple-item select (where they can choose multiple options). Examples of add-ons might include:

• Extended warranties for HVAC systems

• Premium material upgrades for plumbing jobs

• Additional diagnostic services for electrical repairs

By offering these options in an organized way, you increase your chances of upselling and boosting overall revenue.

Seamless Integration with the FieldPulse Platform

One of the standout features of the FieldPulse Pricebook is its seamless integration with the larger FieldPulse platform. This isn’t a stand-alone tool. The field service pricing tool is built directly into FieldPulse’s FSM software, allowing you to pull items directly from the pricebook into:

• Proposals

• estimates

• Work Orders

• Purchase Orders

• Invoices

Your team can access the pricebook from any device, whether they’re in the office or out in the field. This flexibility ensures that everyone, from technicians to office staff, is on the same page regarding pricing. Your sales team can be confident that they set the right price for customers.

Conclusion: Why the FieldPulse Pricebook is a Must-Have for Your Business

The FieldPulse Pricebook is not just a pricing tool--it is a complete solution for managing your sales process. Always ensure pricing accuracy and increase profitability.

With the FieldPulse Pricebook, you will save time and reduce mistakes. The flat-rate pricing tool will also help your team make better decisions about pricing and sales.

The FieldPulse Pricebook simplifies every aspect of your business's pricing strategy:

• Create custom flat-rate pricing guides

• Generate an accurate estimate every time

• Offer tiered pricing options or pricing models

• Automate estimates and invoices

If you’re ready to take your field service business to the next level, get in touch with us today .