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Set Property-Specific Pricing

How to configure custom pricing for individual properties, override pricebook defaults, and apply property rates to quotes and invoices.

Ava Martinez
Written by Ava MartinezUpdated 2 days ago2 min readBeginner

What this guide covers

This guide explains how to set custom pricing for individual properties. Property-specific pricing lets you offer negotiated rates to certain locations without changing your global pricebook.

Why use property-specific pricing

Some properties may require different rates due to:

  • Contract agreements -- a negotiated flat rate for recurring work.
  • Travel distance -- remote locations that incur additional cost.
  • Complexity -- commercial or industrial sites with special requirements.

Setting custom prices

  1. Open the property at /properties/[slug].
  2. Click the Pricing tab.
  3. Click Add Custom Price.
  4. Search for a pricebook item by name.
  5. Enter the custom price for this property.
  6. Click Save.

The custom price overrides the pricebook default whenever a quote or invoice is created for this property.

Screenshot: The Pricing tab showing a list of pricebook items with custom prices set for the property.

How custom prices apply

When you create a quote or invoice for a property with custom pricing:

  1. Add a line item from the pricebook.
  2. If a custom price exists for that item at this property, the price field auto-fills with the custom rate.
  3. You can still override the price manually on the document.

Items without a custom price use the standard pricebook default.

Editing custom prices

  1. Open the Pricing tab on the property detail page.
  2. Click the edit icon next to the item you want to change.
  3. Update the price and click Save.

Changes apply to new quotes and invoices only. Existing documents are not affected.

Removing custom prices

  1. Click the delete icon next to the custom price entry.
  2. Confirm the removal.

The property reverts to the standard pricebook price for that item.

Tip: Use property-specific pricing for long-term contracts. It ensures your team always quotes the agreed rate without needing to remember special pricing manually.

Note: Property-specific prices are internal. They do not appear on customer-facing documents as a "discount" -- the quoted price is simply the custom rate.

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