Price Book

Your Price Book is where you build and organize everything you sell: line items, the folders and service types that group them, and the plan templates your team uses to spin up recurring service plans quickly.

Note: The Price Book was previously called Line Items. If you're following an older guide or video, Settings → Line Items is now Settings → Price Book.

Step 1: Access the Price Book

1. Go to Settings → Price Book.

2. You'll find two areas here:

   • Line Items — the individual services, add-ons, and products you charge for.

   • Plan Templates — reusable, pre-built service plans (see Step 5).

3. You may see default line items already in place. If not, click Add New to create one.

4. Example: For a window cleaning business, you might create:

   • Exterior Window Cleaning

   • Interior Window Cleaning

   • Screen Cleaning

Step 2: Configure a line item

Measurement Fields:

• Measurement fields act as internal or audit fields—they don't directly determine pricing but help your team track quantity and accuracy.

• Example: Entering 20 panes for a $299 job allows managers to verify pricing/ensure accurate quotes.

Unit Pricing Option:

• Charge per unit (e.g., $6 per pane).

• Enter quantity during signup, and the price updates automatically.

Service Types:

• Service types control which line items appear when creating a job or plan.

• Example: If you select Window Cleaning, only relevant line items will display.

• This keeps the interface clean and prevents confusion.

Step 3: Organize with service types and folders

Line items are grouped by service type, and you can add folders inside a service type to keep long lists manageable and dropdowns clean for techs and sales reps.

• Add a folder: enter a folder name and click Add Folder. Confirm it lands under the right service type.

• Reorder: rearrange line items so the ones your team picks most often appear first.

• Add to another service: makes the same line item available under an additional service type.

• Move: removes the line item from its current service type and places it elsewhere.

• Copy: duplicates a line item so you can edit the copy and leave the original untouched.

Be careful when moving or deleting: moving a line item removes it from its original service type, and deleting a folder can take a lot of line items with it. Always confirm before you delete.

Step 4: Add line items to services

1. When adding a service, set the start date, service type, and frequency (e.g., quarterly for 12 months).

2. Add line items associated with that service type:

   • Exterior cleaning: $250 per visit (flat rate)

   • Interior cleaning: $5 per pane (unit-based)

   • Screen cleaning: optional or included in specific visits

3. You can assign line items to specific visits:

   • Example: Interior cleaning applies only to the 2nd and 3rd visits

   • Screen cleaning applies only to the initial visit

Line items vs. checklists: line items define what the customer is charged for; job checklists define the work your crew actually performs and confirms on the visit. The two work together — price the service here, then attach the matching checklist so techs know the steps. See Job Checklists to set those up.

Step 5: Build Plan Templates

Plan Templates are saved, reusable versions of your most common service plans. Instead of rebuilding the same plan for every customer, your team picks a template and the service type, frequency, duration, line items, discounts, and billing settings fill in automatically.

1. Go to Settings → Price Book → Plan Templates.

2. Click to create a new template and give it a clear name — frequency-based names like Weekly, Quarterly, or Yearly work well.

3. Select the service type (e.g., Pressure Washing) and set the plan duration (e.g., 12 months).

4. Enable auto-renew if the plan should continue after the term ends.

5. Add the line items that belong on the plan, plus any discount — and choose whether the discount applies to the first job only or to specific visits.

6. Confirm initial job pricing and recurring job settings, set payment behavior such as auto pay, then click Create.

Ordering matters: the first template in the list is the default that pre-fills when someone creates a new plan. Move your most-used template to the top.

Using a template: open a customer, click New Plan, and the default template auto-fills. Pick a different template from the dropdown if needed, then verify the service type, frequency, duration, line items, and discounts before saving.

Step 6: Apply discounts

Discounts have very similar behavior to line items:

• Dollar-based or percentage-based discounts

• Apply to initial job only or specific visits

• Customize based on your pricing model

Tips for using the Price Book effectively

• Use measurement fields to help your team price jobs consistently or to track specific data.

• Decide whether each line item should be flat-rate or unit-based.

• Assign service types carefully, and use folders once a service type gets long.

• Take advantage of visit-specific line item and discount rules to create flexible recurring plans.

• Build a Plan Template for every plan you sell regularly — it cuts manual entry and keeps pricing consistent across your team.

• Pair your common services with a job checklist so pricing and field execution stay in sync.

• Use copy instead of editing an original when you're testing a change.

• Review your Price Book and templates periodically so pricing and service options stay current.

Related articles

• Manage Price Books and Create Plan Templates — video walkthrough of folders, moving line items, and building plan templates.

• Job Checklists — build the step-by-step work your crew completes on each job.

• Service Plans — how plans work once they're sold.

• Billing Cycles — how plan billing is scheduled and invoiced.

Congratulations! Your Price Book is set up, and your team can sell jobs and service plans efficiently.

Have additional questions? Our team is ready to help you succeed. Contact us through the chat or drop us an email at support@getrotor.com.