A flat-rate pricing book is a pre-priced menu of common repairs. Build it once in your office (with caffeine, a calculator, and your margin targets) — then your tech picks items from it on every quote instead of guessing prices at the customer's curb. Same idea HouseCall Pro / Profit Rhino sell as a paid add-on; Plyrium includes it.
Why it matters
- Protects margin — your evening-self priced this for profit; your truck-self can't accidentally underbid.
- Speeds up quoting — search a menu, tap, done. No mental math at the customer's kitchen table.
- Sets clear expectations — each item has 'what's included' + 'what's NOT included' bullets the customer reads alongside the price.
- Trains new techs faster — they pick from a list instead of needing to know your pricing playbook by memory.
Setting up
- 1Go to /portal/pricing-book
Owner / dispatcher access.
- 2Add categories first
Top-level groupings — 'Plumbing repairs,' 'Drain cleaning,' 'Water heater,' 'HVAC tune-ups.' Most shops end up with 5-15.
- 3Add items under each category
Each item: name, base price, optional time estimate, description, what's included (bullets), what's NOT included (bullets), kind (service/labor/material/fee), taxable.
- 4Bullet style
One bullet per line in the included / excluded boxes. The picker shows them under the price so the tech can confirm scope before adding.
Using it on a quote
On the quote composer (/portal/quotes/new), the line-items section has two add buttons: 'Add line' (manual) and 'From pricing book.' Click 'From pricing book,' search or browse by category, click an item — Plyrium drops a fully-priced line into the quote. Description, price, taxable flag, line kind all carry from the catalog. The tech can edit anything per-quote afterwards (qty, custom discount, override price).
| Pricing book ITEM | What you put on the menu — name + price + included/excluded bullets. |
| Quote LINE ITEM | What lands on the customer's quote — copied from the picked book item, but editable per-quote so one customer's haggle doesn't shift your menu. |
| Line-item catalog (Settings → Invoicing) | Different feature — that's the simpler 'common parts + services' picker for ad-hoc lines. Pricing book is the structured menu; line-item catalog is the quick-pick shortcuts. They coexist. |
Smaller than you think. 50-150 items covers 90% of most shops' work. Don't try to price every conceivable repair — price your most common 80%, and let the rest be handled with manual line items + your tech's judgment. Bloated menus slow down search.
Updating a pricing-book item only affects FUTURE picks. Quotes already created keep the price they were created with — that's correct behavior (you don't want a customer's $89 P-trap fix retroactively becoming $109 because you updated the menu). To re-price an existing quote, manually edit its line item.