Annual price book updates don’t have to be a pain. Let’s make it easy.  

As the year comes to a close, there’s a good chance you’re thinking about how your costs have shifted—and how that impacts what you charge. We often hear from customers that they are trying to stay ahead of rising operator wages, fuel costs, and unpredictable job schedules. You want to be fair, but also make sure your business isn’t running on razor-thin margins.  

The end of the year is a natural time to clean things up and make sure your pricing reflects your reality. Whether you’re dealing with inflation, new job requirements, or just trying to simplify what you bill for, updating your pricing now saves you headaches next year.  

Why a Centralized Price Book Matters  

One of the biggest challenges we hear from heavy equipment teams is how hard it is to keep pricing straight when it’s spread out across spreadsheets, emails, and whiteboards.  A decentralized price book means different people may be using different rates, or worse applying the wrong ones. We’ve all heard of a sales rep that used an outdated template, or a quote that used the wrong customer’s price books. You can avoid this and optimize your processes by centralizing your price book. 

A centralized price book ensures that:  

• Pricing data is consistently applied across your quotes, job tickets, and invoices  

• Customers with preferred pricing always get the right rate  

• You can easily manage pricing variations for customers with multiple locations  

When everyone pulls from the same source of truth, there’s less room for error, and your team can move faster with more confidence. By moving beyond static Excel sheets and into a centralized, connected system, you ensure everyone is working from the same real-time information and every step from quote to invoice stays aligned and disruption-free. 

Excel documents can become static. Relying on separate excel sheets that don’t connect and making sure that everyone has access to the latest file can cause unnecessary disruptions. 

Make sure everyone has access to the same information  

Tools that connect to entire quote to invoice process 

What Used to Take Hours, Can Take Minutes with RapidWorks  

With RapidWorks, you don’t need to manually go line-by-line updating pricing for every customer or job type. You can create a new version of your pricing scheme, make all your updates in one go, and apply it to some or all of your customers with just a few clicks.  

Even better, those updates carry through your whole workflow. Once you apply the new pricing, your quotes, job tickets, and invoices automatically reflect these changes. No second-guessing, and no missed updates.  

This means you can:  

• Update the rates for each of your services centrally so that your quotes consistently reflect your most up-to-date pricing 

• Easily create and apply customer specific price books for your marquee customers 

• Avoid billing errors and get paid the right amount every time  

So instead of digging through spreadsheets or re-training your team on the fly, you’ve got a system that makes price updates part of your year-end cleanup.  

Finish the Job: Update Your Price Scheme Today  

Interested in learning how our solutions can help your business? Are you a current customer? Check out our step-by-step guides that walk you through how to copy or edit your pricing schemes now in our product knowledge bases.  

For RapidWorks customers: Pricing Schemes

For Visual Dispatch customers: Creating/Adding Price Books