> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/administration/settings/create-a-rate-sheet-to-price-many-items-at-once.md).

# Create a rate sheet to price many items at once

A rate sheet is a named set of item prices — "10% Off Inspections", "Municipal Contract 2026", "Allstate Master Agreement" — that you build once and attach to a customer or a property. Attaching it applies every price on the sheet in one step, so a standing discount or a negotiated contract doesn't have to be typed in item by item on each account.

Rate sheets live alongside your item catalog on **Settings -> Items Pricebook**, under the **Rate Sheets** tab.

## Before you start

The items you want to price have to exist in your pricebook first. See [Add or edit a pricebook item](/administration/settings/add-or-edit-a-pricebook-item.md).

Building rate sheets, and attaching them to a customer or property, needs the **item setup** permission — the same one that opens Settings -> Items Pricebook.

## Create a rate sheet

1. Go to **Settings -> Items Pricebook** and open the **Rate Sheets** tab.
2. Click **New Rate Sheet**.
3. Give the sheet a **Sheet name** (required) and an optional **Description**. The name is what people see wherever the sheet prices something, so make it recognizable — the customer or contract it represents, or the discount it gives.
4. Search for an item under **Add an item** and pick it. It joins the sheet at its book price.
5. Set the price you want to charge for that item. Click the price to type a new one. `$0.00` waives the item — the customer isn't charged for it at all.
6. Repeat for every item the agreement covers.
7. Click **Save rate sheet**.

![The rate sheet editor](https://3838208579-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Flu1pgNH0CrkCPslG8suQ%2Fuploads%2Fgit-blob-6a27d0f8bb5f6bcebd67f055c4a7f6a6f3dae6c6%2Fsettings-rate-sheet-editor.png?alt=media)

### Fill every price from a percentage

For an across-the-board discount or markup, add the items first, then use **Set every price to \[ ]% of the book price**: enter the percentage of the book price you want to charge and click **Apply**. `90` charges 90% of book (a 10% discount); `125` charges 125% of book (a 25% markup). The Change column shows each row's discount or markup against the book price.

The helper only fills the numbers in — a rate sheet always stores an explicit amount per item. You can adjust any individual row afterwards, and later changes to an item's book price never silently move the sheet's price.

## Attach a sheet to a customer or property

1. Open the customer (or property) and find the **Custom Pricing** panel in the billing section.
2. Click **Edit**.
3. Under **Rate sheets**, pick a sheet from **Add a rate sheet…**.
4. Click **Save changes**.

Every price on that sheet now applies to the customer's quotes, invoices, and jobs — including work your technicians add from the mobile app.

You can attach more than one sheet. When two sheets price the same item, the one **lower in the list wins**; drag the sheets by their handle to change the order. Attaching a sheet to a property applies it to that location only, on top of whatever the account already gets.

![Rate sheets attached to a customer, with one item priced directly](https://3838208579-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Flu1pgNH0CrkCPslG8suQ%2Fuploads%2Fgit-blob-f6a46adc73dcf237ef38af3ff6d8a225dd03af27%2Fcustom-pricing-rate-sheets.png?alt=media)

## Pause a sheet instead of deleting it

The **Sheet is active** switch in the editor turns a sheet off everywhere without detaching it from anyone. A paused sheet stops pricing immediately — attached customers fall back to whatever else prices those items — and flipping it back on restores every price at once. This is the safe way to retire seasonal or expired pricing.

Deleting a sheet removes it from every customer and property it was attached to and can't be undone; Essential tells you how many records it's attached to before you confirm.

## What the Rate Sheets list shows

| Column       | What it tells you                                                                                |
| ------------ | ------------------------------------------------------------------------------------------------ |
| Rate Sheet   | The sheet's name and description                                                                 |
| Items        | How many items the sheet prices                                                                  |
| Price Change | How the sheet's prices compare to book — a single percentage, or the range when the items differ |
| In Use       | How many customers and properties it's attached to                                               |
| Status       | Active, or Paused                                                                                |

> **Where to find it:** Settings -> Items Pricebook -> Rate Sheets

## Related guides

* [Custom pricing: a special price for an item, per customer or property](/administration/basics/custom-pricing-a-special-price-for-an-item-per-customer-or-property.md)
* [Add or edit a pricebook item](/administration/settings/add-or-edit-a-pricebook-item.md)
* [Bulk upload pricebook items from a spreadsheet](/administration/settings/bulk-upload-pricebook-items-from-a-spreadsheet.md)


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