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Price book

The price book in Review Monster's CRM is the list of everything you sell: services, products, and rental rates if you rent equipment. Each item has its price, a description, a photo and whether it's taxed.

When you build an estimate or add work to a job, you pick from the price book instead of typing prices from memory. Everyone quotes the same number for the same work.

Price book items with prices and inventory

Everything you sell, in one place

Group items into categories that make sense for your trade. Each item can carry a price, your cost, a description, a SKU or model number, a brand and a picture.

  • Services and products
  • Price and cost per item
  • Photos stored with each item
  • Taxable or not, per item
  • Categories and subcategories

Used everywhere a price shows up

Add items from the price book to estimates, jobs and invoices on the web or in the app. The crew can see it too, so a tech in a customer's kitchen can quote an add-on at the right price without calling the office.

Items you mark as bookable can be offered through online booking.

Rental rates live here too

If you rent dumpsters, containers or equipment, your rates are price book items: a 20-yard for 7 days, a 16-foot container by the month. Each rate knows its length and what happens at the end, like booking the pickup or billing again.

Change a rate in the price book and it changes everywhere it's used.

In practice

A new hire is putting together his first estimate for a basement cleanout. He searches the price book, adds a half-load and an appliance removal fee, and the photos make it clear which is which. The tax is right, the price matches what the owner would have quoted, and the estimate goes out in under five minutes.

Step-by-step help for price book is in the Help Center, with short screen recordings.

Open the Help Center

Questions people ask

Can I add photos to price book items?

Yes. Every item can have a photo, which helps the office and crew pick the right one.

Can I mark some items as taxable and others not?

Yes. Each item has its own taxable setting, and tax is worked out on estimates and invoices from it.

Can my crew see the price book in the app?

Yes. Items can be added to jobs from the phone app, so techs quote from the same prices as the office.

Price book comes with the CRM

And the CRM comes with every Review Monster plan. Most people are up and running in about 30 minutes.