How Can I Make Service Price Adjustments to My Price Book?
🔎 To adjust prices for Flat-rate items in your price book, check out our Flat Rate Pricing Overview.
For new users:
Click the gear icon in the top right corner of your HCP account to go to Settings.
Select Price Book from the Settings menu on the left.
Click the Services tab on the Price Book settings page.
If you're on the previous version of settings:
Click the Price Book tab at the top of your navigation bar.
From the left-hand menu, select Service price adjuster.
In your Service Price Adjuster settings:
Select either Increase or Decrease under the Adjustment section to modify prices. Enter the percentage for the change in the Amount field. If you want to round prices to the nearest dollar, check the box next to Round to Nearest Dollar
Under Apply To, you can choose Apply to All Services to apply changes to all services, or select specific price book industries and/or categories by clicking the > icon and checking the relevant options.
Once you have set your service price adjustment and you have set whether you want to round to the nearest dollar, press the blue Save button.
Next, review the price adjustment changes you plan to make to your price book services. A pop-up will appear with the message: Adjust pricing? This will increase pricing for the selected services. Click Apply Changes to save your adjustments.
Depending on how many services you are looking to adjust, this can take some time.
Finally, you will receive an email from notifications@housecallpro.com with the subject Price Book Adjustment Complete once the changes have been made. Click View Price Book in the email to review your updated Price Book.
📌 Important Notes:
Once you confirm a price adjustment increase, it cannot be undone. Please triple-check the information is correct before confirming.
Please note that the service price adjuster does not provide an activity feed with prior prices. We recommend exporting your list of price book services before making changes for future reference. This ensures you have a record of your previous prices should you need to refer back to them later.
At this time, the price adjuster will only work for price book services that are not flat-rate calculated.
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.