Price Books are an optional but powerful way to manage customized pricing in ServiceCore. They allow you to override your standard service rates based on specific scenarios, such as VIP customers, residential versus government customers, special events, territories, or individual customer sites.
Using Price Books helps your team apply the correct pricing quickly and consistently when creating invoices, without needing to create duplicate services or manually adjust rates each time.
Before You Start
Here are a few things to know before you continue:
- To see if you have access to this feature in ServiceCore, please check out this article on user permission levels.
- Any service you want to include in a Price Book must already exist in your ServiceCore account. To learn more about creating services, please check out this article.
- If a Price Book is associated with a customer, it can only be used for that customer. To apply pricing to multiple customers, the Price Book must be associated with a customer type, site type, or territory.
How Price Books Work
Price Books allow you to customize your pricing based on which services are provided and who they are provided to. Each Price Book is assigned a category that determines when it becomes available during invoicing.
When an invoice is created, ServiceCore provides the option to select the Price Books that match the customer, territory, customer/site type, or site.
Price Book Categories
Each Price Book must be assigned a category so ServiceCore can display the correct pricing option.
Customer
Customer Price Books apply only to a single customer. Use this option when you have negotiated special pricing with an individual customer that should not apply elsewhere.
Territory
Territory Price Books apply only to customers located within a specific territory. This is useful when pricing varies by region due to distance, disposal fees, or local regulations.
Customer/Site Type
Customer/Site Type Price Books apply to a defined customer type or site type, such as residential, commercial, or government. This option allows you to standardize pricing across groups of similar customers or locations.
Customer Site
Customer Site Price Books apply only to a specific site for a specific customer. This option is helpful when pricing varies by location for the same customer.
Ways to Create a Price Book
There are two ways to create a Price Book in ServiceCore.
Create a Price Book from Settings
Creating a Price Book from Settings allows you to apply pricing rules based on customer, customer type, site type, or territory. This is the only option that allows a Price Book to be reused across multiple customers.
Create a Price Book from a Customer Profile
You can also create a Price Book directly from a customer’s profile. When created this way, the Price Book is automatically associated with that customer and cannot be used elsewhere.
If you create a Price Book from a customer profile, you will be directed to the Price Books area in Settings with the Category and Customer fields already selected.
Since both creation methods follow the same general process, the steps below focus on creating a Price Book from Settings.
Add a Price Book
To add or update a Price Book, follow these steps:
- Click your name in the top right corner.
- Click “Settings.”
- Select “Price Books.”
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Click the “Add Price Book” button.
- Enter a unique Name for the Price Book.
- Select a Category.
- After selecting a category, additional fields will appear so you can choose the appropriate customer, territory, customer or site type, or site.
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Click “Add Services.”
- Search for and select services from your existing services list.
- Check the box next to each service you want to include.
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Click “Assign Services.”
Please Note: There is no limit to the number of services you can add to a Price Book
Adjust Service Rates and Save
One of the main benefits of using Price Books is that you do not need to create new services for customized pricing. Your standard rates remain the same while customizing pricing is handled through the Price Book.
After services are added, adjust pricing as needed.
- Enter the customized amount in the Adjusted Rate column for the service(s.) This amount could be higher or lower than your standard rate.
- Click “Save.”
Edit or Delete a Price Book
After a Price Book is created, you can edit or delete it at any time.
- Click the “pen” icon to edit the Price Book name, category, services, or adjusted rates.
- Click the “trash can” icon to delete the Price Book.
Any changes made to an existing Price Book will take effect immediately and will apply the next time the Price Book is used.
If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!