Pricebookr Help & Docs
Basics
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.
Import items from a CSV
Upload or paste a spreadsheet to add items in bulk — or update existing ones by SKU.
Chat with Prycey, your AI assistant
Ask catalog questions, review price changes and prepare Jobber pushes with Prycey. Learn about trial credits, credit packs and confirmations.
Read product updates
Find Pricebookr pricebook changes in the public changelog, open individual updates, or subscribe to the RSS feed.
Report a bug or request a feature
Send a bug report or feature request from inside Pricebookr — click Feedback in the top bar, attach or paste a screenshot, and we reply to your email.
Restore deleted items and resolve SKU conflicts
Restore catalog items from Trash, understand why deleted items still reserve their SKUs, and choose when to permanently remove them.
Version history & rollback
Every change is tracked. Restore a single item to an earlier version, or roll the whole catalog back to a snapshot after a bulk edit.
Jobber
Connect your Jobber account
Authorize Jobber once so Pricebookr can read your products and services and push updated prices back to them.
Import your catalog from Jobber
Pull every Jobber product and service into Pricebookr in one click, with prices preserved exactly as you set them in Jobber.
Push your prices to Jobber
Send updated prices from Pricebookr to your Jobber products — per pricebook, changed items only or everything.
Jobber integration guide
The full path: connect, import, decide how each item is priced, and push back — including catalogs that have prices but no costs.
Account and team
Sign in with Google or Apple
Use Google or Apple to sign in, connect them to an account you already have, change your email address, and avoid ending up with two accounts.
Invite your team
Send an invitation by email, pick what each person can see, and manage invitations that haven't been accepted yet.
Referral program: earn free months
Refer other businesses and earn a free month for each one that becomes a paying customer — rewards stack.
Delete your organization
Permanently delete your organization and its data from Settings — what gets removed, what happens to billing and Jobber, and how to keep a copy of your catalog first.
Manage your trial and subscription
See what the free trial includes, choose a subscription, update billing details, and cancel or resume without deleting your catalog.
Pricing
Markup & margin schedules
Price your whole catalog automatically by cost band — and handle the items that have a price but no cost.
Pricebooks & role-based access
Keep retail, wholesale, and field prices separate and control who sees each.
Bulk editing & categories
Change thousands of costs, prices, types, and categories at once, with a preview before anything is saved.
Integrations
Export to QuickBooks Online
Download a QuickBooks-ready Products & Services file from your catalog.
Export to Housecall Pro
Download Housecall Pro–ready price book files for services and materials.
Connect Claude or ChatGPT to your price book
Let an AI assistant search and update your catalog under your own login, with your existing permissions and a review before changes are applied.