FieldOptimiz
Sales & Estimates · Price Book

The same job priced the same way, whoever quotes it

Price Book is your centralized catalog of flat-rate services, materials and markup formulas. Build it once, update it in one place, and every estimate across the company quotes from the same numbers.

  • Flat-rate services and materials organized in one catalog
  • Markup formulas apply automatically so margins stay protected
  • A price change updates every future estimate instantly
Price book · Electrical
Outlet installation, standard
Flat rate
$145
200A panel upgrade
Flat rate + permit
$2,150
Copper wire, 12 AWG
Material · 35% markup
$1.20/ft
Diagnostic visit
Flat rate
$89

One catalog, the same numbers on every estimate

Catalog
Services, materials, packages
Markup
Applied automatically
Update
One edit, everywhere at once
The problem

Every tech has their own version of your price list

One technician quotes from memory, another from a price sheet printed two years ago, and a third from a gut feeling. The customer never knows if they got a fair number or just whoever they happened to call.

Pricing depends on who shows up
The same repair costs different amounts depending on which technician is writing the estimate that day.
Customers compare notes and lose trust
Margins erode quietly
Without built-in markup rules, materials sometimes get quoted at cost, or with no consistent margin at all.
Profitable jobs look profitable on paper only
Price changes take forever
Supplier costs go up, but updating every printed sheet and every tech's memory never actually happens.
The business absorbs cost increases silently
Centralized catalog

One list of services and materials, organized by category

Build out flat-rate packages for your most common jobs and a full materials list with current costs. Categories keep hundreds of items easy to find, so building an estimate is a search, not a guess.

  • Flat-rate service packages for your most-quoted jobs
  • Materials catalog with current costs kept in one place
  • Categories and search make finding the right item fast
Price book categories
Diagnostics
Residential visit
Commercial visit
Repairs
Panel upgrade
Outlet install
Breaker swap
Materials
Copper wire
Breakers
Conduit
Consistent margins

Markup formulas protect profit without a manual calculation

Set markup rules once by category or item, and every estimate applies them automatically. When supplier costs change, update the base cost and every future quote reflects it — no chasing down old estimates in the field.

  • Markup formulas apply automatically to materials and labor
  • A single price update propagates to every future estimate
  • Bulk import brings an existing spreadsheet in without retyping
Markup rule · Materials
Draft
Base cost$0.85 / ft
Standard markup · 35%+$0.30
Quoted price$1.15 / ft
Approved on site
Included

What you get out of the box

Service catalog
An organized list of every service you offer, ready to drop into an estimate.
Flat rate pricing
Package common jobs into flat-rate offerings customers can understand at a glance.
Markup formulas
Automatic margins applied to materials and labor without manual math.
Price updates
Change a cost once and every future estimate reflects it immediately.
Categories
Group items logically so techs and office staff find what they need fast.
Import & export
Bring an existing spreadsheet in, or export the catalog for review.
Item search
Find any service or material instantly while building an estimate.
Historical pricing
See what a job was priced at previously if a customer asks about a past quote.
How it works

Live in an afternoon, not a quarter

Step 1

Build the catalog

Add services, materials and packages, or import them from a spreadsheet.

Step 2

Set markup rules

Define margins by category so every material carries the right markup.

Step 3

Quote from it

Estimates pull line items directly from the price book, not from memory.

Step 4

Update as needed

Adjust a cost or price once and it applies to every estimate going forward.

Who it is for

Built for the people doing the work

Owners
Protect margins with markup rules that apply the same way every time.
Sales technicians
Quote fast and consistently without carrying a price sheet or guessing.
Office managers
Update pricing once when costs change instead of chasing every estimate.
Pricing

Included in your FieldOptimiz plan

The price book is included in every plan, with no limit on how many services, materials or categories you can add.

Free
Free
No monthly fee

Quote, invoice and get paid.

Start free
Core
$99
/month

Everything a field service business runs on.

Choose Core
Most popular
Pro
$199
/month

Automate the busywork and grow.

Choose Pro
Scale
$399
/month

Run several businesses with a real call center.

Choose Scale
Agency
$499
/month

Manage, brand and resell businesses for clients.

Choose Agency
FAQ

Questions teams ask first

Quote the same job the same way, every single time

Give the whole team one price book instead of five different guesses.