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Every Price Starts Here
Most shops price from spreadsheets, memory, office quotes, and outdated sheets. PropelOne replaces them with one pricebook that powers estimates, invoices, service agreements, and Voice AI.Setup is fast. Choose your trade, and PropelOne gives you a ready-to-edit catalog built around your services, labor rates, and material costs.
The pricebook is what keeps the AI honest.
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.
Voice AI finds the work in the catalog you loaded and assembles the price from what is already in there.
Ask for a price on the phone or from the truck and Voice AI reads back the number your pricebook holds for that task.
A technician says the flapper and the fill valve are shot. Voice AI finds the tasks that cover the repair and puts the right quantities against them.
When the work has no match in the pricebook, it flags the line and holds it for someone to price rather than filling in a number.
Add-ons you have sold alongside that task before get surfaced while the technician is still standing there.
New tasks, price corrections, and anything a technician had to quote by hand land in one review queue instead of disappearing into a call log.
Everything your prices need to stay right
Setup, upkeep, margin, and what the customer sees when the technician turns the tablet around.
Nobody builds a pricebook from an empty screen, which is why so many shops are still running the spreadsheet. PropelOne starts you with the services your trade sells most, already categorized, already described, already costed against the labor rate and material prices you give it.
- Prebuilt task libraries for HVAC, plumbing, electrical, garage door, propane and heating oil, and pest control
- Your labor rate, burden, material costs, and markups applied across the whole catalog at setup
- Import from a spreadsheet or an export from your old system, with duplicates flagged
- Categories and task names you can rename to match how your techs actually talk
- Everything editable before a single quote goes out
Flat rate only works when the book is the book. PropelOne prices the task itself, with the labor hours and the parts costed inside it, so your newest technician gives a customer the same number as the guy who has been there eleven years. Nobody is doing arithmetic in a crawlspace.
- Flat-rate tasks with labor, materials, and equipment costed inside them
- Sold hours and a material list attached to every task
- Separate price lists for residential, commercial, and after-hours work
- Member pricing applied on its own when the customer is on a service agreement
- Zone pricing where your drive times justify it
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Supplier prices move, and the pricebook is usually the last thing in the business to hear about it. You find out in March that a task you have sold forty times since December has been losing money on every one. PropelOne carries cost changes into every task that uses the part and tells you what happened to the margin before you sell another one.
- Material costs updated from supplier catalogs and your own purchase history
- Margin visible on every task, every option, and every estimate
- Alerts when a task falls under the margin floor you set
- Bulk price changes across a category, a trade, or the whole book
- A record of what changed, when, and who approved it
A cluttered book costs you money in a way nobody tracks. The tech cannot find the task, so he quotes something close, or he quotes nothing and tells the customer the office will call. Then the office does not call.
- Search that works on what the customer said, not only on your internal task names
- Photos of the part and the finished work on every task
- Plain language descriptions the customer can read off the screen
- Explainer PDFs showing what a service includes and why it costs what it does
- Recommended add-ons surfaced next to the task being quoted
Presenting choices closes more work. Building three versions of the same estimate on a customer driveway does not happen, so most technicians present one number and hope. PropelOne assembles the tiers out of the pricebook in one action and the technician adjusts from there.
- 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
- Saved templates for the packages you sell every week
- The chosen option handed to the job and the invoice without a number changing
The pricebook sits behind estimates, jobs, invoices, and service agreements. Raise a rate on Monday and everything quoted from Monday uses it. Anything already sent to a customer stays where it was.
- One catalog behind estimates, invoices, agreements, and Voice AI
- Scheduled price changes that take effect on a date you pick
- Sent estimates locked at the price the customer was given
- Reporting on what sells, what gets discounted, and what nobody quotes at all
- Permissions controlling who can change a price and who can only apply one
From rate to paid, no retyping.
Here is the route a price actually travels.
1
You set the inputs.
Labor rate, burden, material costs, markups, and the margin you will not go under.
2
The catalog gets built.
Common tasks for your trade arrive priced against those inputs, and you edit the ones you disagree with.
3
The technician finds the task.
On site, by searching what the customer described rather than what somebody named the task internally.
4
The customer sees it.
A photo, a description written for a homeowner, the price, and the options worth showing on this particular job.
5
The work gets sold.
The option the customer picked becomes the approved scope at the price the pricebook set.
6
The invoice follows.
Same line items and the same numbers, with no second round of data entry and no argument at the end.
7
The book gets smarter.
What sold, what got discounted, and what the margin actually came out at, task by task and tech by tech.
Answered Questions
1. How long does setup take?
Most shops are quoting out of PropelOne inside a week. The catalog arrives prefilled for your trade and priced off your labor rate, so the work is review and editing rather than data entry.
2. Can I bring my existing pricebook in?
Yes. Import a spreadsheet or an export from your old system. Duplicates and missing costs are flagged so you know what to fix before anyone quotes from it.
3. Where do the prices come from?
You. Labor rates, material costs, markups, and the margin floor are all yours. PropelOne applies them across the catalog and keeps them applied as costs move.
4. What happens when a supplier raises a price?
The new cost flows into every task that uses the part, and anything that drops under your margin floor gets flagged for a decision.
5. Does the AI ever make up a price?
No. Voice AI matches the work to tasks in your pricebook. When nothing matches, it holds the line for a person to price and tells you it did.
6. Can I charge different prices for different customers?
Yes. Residential and commercial lists, after-hours rates, member pricing for customers on a service agreement, and zone pricing where drive time justifies it.
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