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Pricebooks & role-based access

A pricebook (tier) holds its own price for every item — so one "1/2-inch elbow" can be $6 retail and $3.90 wholesale without duplicate entries.

Managing pricebooks

In Settings → Pricebooks, create pricebooks (Retail, Wholesale, Field…), rename them, set the default, or toggle Jobber sync per book. Each item carries a price per pricebook, set manually or by that book's markup schedule.

Who sees what

You add people by inviting them by email — see Invite your team for that. Once someone has joined, grant them access per pricebook on the Members tab. Field techs can see the Field list but not Wholesale; inside sales sees Wholesale. Admins see everything. This is access control Jobber can't do — which is why the master price book lives in Pricebookr.

Pricebook access is granted after they join, not on the invitation. Review each member's access on the Members tab; a role name by itself does not grant every pricebook.

Viewing prices and editing them are separate permissions

Give office members view or edit access to each pricebook. A SALES member needs edit access to change that book's prices. FIELD members use the catalog read-only, even if an old pricebook permission still says edit. An admin can change these permissions under Members.

CSV imports and exports, Jobber connection and sync, catalog rollback, and the organization audit log require an admin. Cost-based edits and pricing rules also require cost visibility; hiding cost is not just a display preference.

Hiding costs

Each member also has a Cost toggle. Uncheck it and that member sees only the price to charge — unit cost, markup, and margin are hidden. Admins always see cost.

Cost visibility is set on the invitation and follows the role — field techs start with it off — so a tech never sees cost even briefly. Change it here any time afterward.

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More guides

Getting started with Pricebookr

Import your catalog, review or adjust selling prices without cost data, then preview Jobber sync or export your prices.

What the badges mean

Understand auto, manual, markup-percentage, and Jobber Sync badges on catalog prices, plus pricebook, billing, and history indicators.

Connect your Jobber account

Authorize Jobber once so Pricebookr can read your products and services and push updated prices back to them.