AI & ADVANCED TOOLS

Advanced pricebook

Standardize packages and maintain company-controlled pricing.

Available with scope limitsCompany catalog works. Licensed supplier feeds and automated market pricing are not connected.

Field technician reviewing job information on a mobile device
Advanced pricebook · connected to the work behind the record
A PRACTICAL EXAMPLE

A complex estimate needing consistent options.

Click each step to see the information your team brings in, the review they make and the record they keep.

crewTendInteractive product preview · sample data
Connected work record

Prepare the record

A complex estimate needing consistent options

  • Service packages
  • quantities
  • pricing sources and margin assumptions
Prepared for the field

What your team captures

Service packages, quantities, pricing sources and margin assumptions.

What your team does

Review company prices and build an editable proposal.

What stays connected

A structured estimate grounded in reviewed inputs.

Know what to expect.

Where does this fit in the workday?

Start with a complex estimate needing consistent options. Review company prices and build an editable proposal. The result is a structured estimate grounded in reviewed inputs.

What needs to be configured?

Company catalog works. Licensed supplier feeds and automated market pricing are not connected.

Product readiness Ask about setup
Can the whole team use the same record?

Office and field workflows share related company records within the access granted to each user. Keep sensitive internal notes separate from customer-facing documents and explicitly shared attachments.

Security & access
THE NEXT STEP STAYS CONNECTED

Explore related capabilities.

Put advanced pricebook to work.