How to Use Pricebooks in Lessen Pro

How to Use Pricebooks in Lessen Pro

Learn how to create and manage Pricebooks in Lessen Pro to organize your services, standardize pricing, and build quotes and invoices faster.

What Are Pricebooks?

A Pricebook is a collection of services that your business offers. Each service can contain reusable line items such as labor, materials, equipment, and other costs.

Pricebooks help you:

  • Standardize pricing across your business
  • Build quotes and invoices faster
  • Reuse common services and materials
  • Maintain consistent margins and pricing structures
  • Reduce manual data entry

Understanding Pricebooks and Line Items

Before creating services, it is important to understand how the structure works.

Line Items

Reusable components used within services. Create them once and reuse across multiple services and pricebooks.


Examples include:

  • Labor rates
  • Materials
  • Equipment
  • Installation costs
  • Travel charges

Services

Customer-facing offerings that bundle line items together.


Examples include:

  • Bathroom Remodel
  • HVAC Maintenance
  • Plumbing Repair
  • Electrical Inspection

📌 Updating a line item automatically keeps pricing consistent anywhere it is used across services and pricebooks.

Create a New Pricebook

1

From the left navigation menu, click Pricebooks.
2

Click + New, select Pricebook from the dropdown menu.
3

Enter a Pricebook Name. Examples: HVAC Services, Plumbing Repairs, Electrical Services

Optionally enter a description.
4

Click Save. Your new Pricebook will be created and ready to use.

Create Line Items

Before adding services, build your Line Item Catalog. Line items can be reused across multiple services.

1

From the left navigation menu, click Pricebooks. Select +New to open the dropdown menu.
2

Click Line Item.
3

Enter the required details:

  • Line Item Type
  • Material name
  • Description (optional)
  • Pricing
4

Click Create line item. Repeat as needed for additional labor, materials, or equipment. Examples: Demo Labor, Tile Installation, HVAC Labor Rate, Plumbing Materials, Equipment Rental

Create Services

Once your line items are created, you can build customer-facing services that bundle them together.

1

Open your Pricebook and click + New Service.
2

Enter the service name. Examples: Bathroom Remodel, Water Heater Installation, AC Tune-Up
3

Choose a pricing type:

💲 Lump Sum Pricing

Customers see one total price. Best for a simplified customer experience.

Example: Bathroom Remodel — $4,500

📋 Itemized Pricing

Customers see a full cost breakdown. Best when customers need detailed line-by-line visibility. The platform automatically calculates cost, price, and margin.

Includes: Labor · Materials · Equipment · Additional charges
4

Add line items to the service. Click + Item from catalog to select from your existing Line Item Catalog, or click + New item to create a custom one on the spot.

From the catalog panel, you can search by name or filter by type — Material, Labor, or Equipment. Each line item shows its unit, cost, and price. Select the items you want to add to the service.
5

Review the pricing details. The platform automatically calculates the Total Cost, Total Price, and Margin based on the line items added.
6

Click Save.

Add Pricebook Services to Quotes and Invoices

Once your Pricebook is configured, you can quickly apply it when creating quotes or invoices.

1

Open a quote or invoice.
2

Click Add from Pricebook and select the service you want to add.
3

Review the imported service details and update pricing if needed for the specific job. Send quote or invoice to customer.

📌 Changes made within a quote or invoice only apply to that specific job and do not update the original Pricebook.

💡 Best Practice

  • Create common labor and material line items before building services
  • Use clear service names so technicians and customers can easily identify them
  • Review pricing periodically to ensure costs and margins remain accurate
  • Use Itemized pricing when customers need a detailed breakdown
  • Use Lump Sum pricing when you want a simplified customer experience

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