AI Pricebook

Keep Every Price Consistent and Profitable

Ready to Edit Catalog | Trade Setup | Labor and Material Costs | Margin Control | Estimates | Invoices | Agreements | Voice AI

How Voice AI works with the pricebook

Voice AI Uses Your Prices

Every contractor asks the same question the first time an AI writes one of their estimates. Where did that number come from. The answer here is your pricebook, on every line, every time.

PropelOne matches spoken work to your catalog and builds the price from your approved tasks, costs, and margins.

Quote From Your Book

Ask for a price and hear the approved amount.

Match Everyday Language

Turn a technician’s description into the right tasks and quantities.

Never Invent a Price

Hold unmatched work for review instead of guessing.

Suggest Relevant Add Ons

Show related upgrades and services during the conversation.

Create a Review Queue

Send new tasks and pricing corrections to one review queue.

A dictated repair description beside matched pricebook tasks with quantities and prices, and one unmatched line held for review
Pricebook features

Keep Every Price Current and Profitable

Set up the catalog, control margins, and give technicians clear selling tools.

Smart Setup: trade selection and labor rate entry with the catalog populating behind it
Smart Setup
Start With a Pricebook Built for Your Trade

Load common services, then apply your company costs and pricing rules.

Key capabilities
  • Trade specific task libraries
  • Labor, burden, costs, and markups
  • Spreadsheet and system imports
  • Editable categories and names
  • Full review before quoting
Flat-Rate Pricing: one task showing the internal cost build alongside the single flat-rate price the customer sees
Flat-Rate Pricing
Give the Same Price for the Same Work

Build labor, materials, and equipment into each task.

Key capabilities
  • Complete flat rate tasks
  • Sold hours and material lists
  • Customer and time based price lists
  • Automatic member pricing
  • Zone pricing where your drive times justify it
Costs and Margin: a margin view across one category with two tasks flagged below the floor
Costs and Margin
Protect Margin Before You Sell

Update connected tasks when costs change and flag low margin work.

Key capabilities
  • Current material costs
  • Margin by task and estimate
  • Margin floor alerts
  • Bulk changes
  • Complete approval history
Selling in the Field: a task on a tablet with photos, a customer-facing description, and two recommended add-ons
Selling in the Field
Help Technicians Find and Explain the Work

Make every task easy to search, show, and sell.

Key capabilities
  • Natural language search
  • Photos of parts and completed work
  • Customer friendly descriptions
  • Service explainers
  • Suggested add ons
Options and Proposals: three priced options built from one selected task with an add-on toggled on and the total updating
Options and Proposals
Build Choices Without Rebuilding the Estimate

Create customer options from the same approved tasks.

Key capabilities
  • Priced options generated from the task the technician selected
  • Add-ons the customer can turn on and off, with the total following along
  • Equipment images and warranty terms carried onto each option
  • Reusable package templates
  • Approved option carries forward
Price Changes and Control: a price change on one task with the downstream estimates, agreements, and invoices it affects
Price Changes and Control
Change a Price Once

Use one catalog across every customer and field workflow.

Key capabilities
  • One shared pricebook
  • Scheduled updates
  • Locked pricing on sent estimates
  • Sales and discount reporting
  • Role permissions
FROM PRICEBOOK TO CUSTOMER

One Price Through Every Step

Here is the route a price actually travels.

1

Set your pricing inputs.

Labor rate, burden, material costs, markups, and the margin you will not go under.

2

Build and review the catalog.

Common tasks for your trade arrive priced against those inputs, and you edit the ones you disagree with.

3

Find the right task.

On site, by searching what the customer described rather than what somebody named the task internally.

4

Present the price and options.

A photo, a description written for a homeowner, the price, and the options worth showing on this particular job.

5

Approve the scope.

The option the customer picked becomes the approved scope at the price the pricebook set.

6

Carry the price to the invoice.

Same line items and the same numbers, with no second round of data entry and no argument at the end.

7

Improve the book using real results.

What sold, what got discounted, and what the margin actually came out at, task by task and tech by tech.

FAQ

Answered Questions

1. How long does setup take?

Most shops can begin quoting within a week after reviewing the trade catalog and company pricing.

2. Can I bring my existing pricebook in?

Yes. Import a spreadsheet or supported system export.

3. Where do the prices come from?

Your company’s labor, costs, markups, and margin rules.

4. What happens when a supplier raises a price?

PropelOne updates affected tasks and flags margin problems.

5. Does the AI ever make up a price?

No. Voice AI uses the pricebook and sends unmatched work for review.

6. Can I charge different prices for different customers?

Yes. Create price lists by customer type, service time, membership, or zone.

ONE PRICEBOOK. EVERY PRICE.

One place for every
price you charge.

Keep estimates, invoices, agreements, and Voice AI working from the same approved numbers.