Custom pricing: a special price for an item, per customer or property

Custom pricing lets you override the standard pricebook price of specific items for a particular customer or property, so your quotes and invoices use that price automatically. You set it on the Custom Pricing card, which appears on both the customer page and the property page; click Edit to add, change, or remove a price for a pricebook item.

There are two ways to price an item for an account:

• Set the price directly on the customer or the property — one item at a time, in the Custom pricing editor.
• Attach a rate sheet — a named set of item prices you build once in Settings and reuse. Attaching one applies every price on it at once, which is the quick way to give a customer a whole contract or standing discount. See Create a rate sheet to price many items at once.

Either way, the price can be set at two levels: a customer-level price applies to that account across all of its properties, and a property-level price applies only to that one property.

Which price wins

From strongest to weakest:

1. A price set directly on the property
2. A rate sheet attached to the property
3. A price set directly on the customer
4. A rate sheet attached to the customer
5. The standard pricebook (book) price

So a price you set yourself always beats a rate sheet at the same level, and anything on the property beats anything on the account. When two rate sheets are attached at the same level and both price the same item, the one lower in the list wins — drag them to change the order.

Setting a price to $0 waives the item (no charge) for that scope. A rate sheet can waive an item the same way.

Seeing what applies

The Custom Pricing card shows how many prices are in effect and which rate sheets are attached. View prices opens the full merged list: every item that's priced, what it bills at, and the source that won — a rate sheet by name, or the customer/property price you set. Where a price you set beats a sheet, the sheet's price is shown struck through, so you can see what the row would charge if you handed it back.

Every price in effect, with the source that won each row

In the editor, the Sheet column shows what an attached sheet charges for each item you've priced directly. Resetting a row (the ⟲ icon) removes your price and hands that item back to its rate sheet — or to the book price if no sheet covers it.

Attaching or removing a rate sheet needs the item setup permission, the same one that opens Settings -> Items Pricebook. Without it you can still set and change prices on a customer or property, and you'll see which rate sheets are attached and what they charge — you just can't change which ones are attached.

Custom prices apply everywhere the item is billed: quotes, invoices, and the items technicians add to a job from the mobile app. When you add one of these items to a quote or invoice, it comes in at that price and the line names where the price came from.

Quote lines priced from a customer price and two rate sheets

Where to find it: The Custom Pricing card on a customer's page (account-wide) or a property's page (that property); Edit to change prices or attach rate sheets

Related guides

• Create a rate sheet to price many items at once
• Custom fields: your business's extra fields on records
• The property-access form your customers fill out to approve, deny, or redirect upcoming work