Pays for itself with
the first deal you close.

14-day free trial
Free onboarding assistance
30-day refund guarantee
Cancel anytime
No contracts or hidden fees
Multi-channel support
14-day free trial
Free onboarding assistance
30-day refund guarantee
Cancel anytime
No contracts or hidden fees
Multi-channel support
Monthly billing Annual billing 20% Off
Monthly Annual
20% Off Annual
Starter
Essential tools for service professionals looking to get established.
$25/mo. per user
$5/mo. per field technician
Get started
Team
Core features for small teams looking to work smarter and better.
$45/mo. per user
$9/mo. per field technician
Get started
Business
Automations and time-saving features to grow any service business.
$70/mo. per user
$14/mo. per field technician
Get started
Enterprise
Advanced automations and custom integrations for large companies.
Custom Pricing
Contact us for a quote
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Customer Management
Keep all customer information in one place. Easily access their estimates, invoices, past payments and communication history.
Stay on top of requests from prospective and existing customers.
Get notified when a request is made, when a customer approves an estimate, or when a payment is received.
Send estimates and invoices via text message as an effortless alternative to email.
Create custom request forms to collect information from customers based on your business needs.
Let customers submit requests, sign estimates, view their balance and make payments online.
Project Tracking
Schedule visits, send reminders and track time. See team workload and easily reschedule work when needed.
Add notes, photos and documents to projects to keep everyone on the same page.
Create forms for your team to fill out before, during and after visits.
Track expenses and submit receipts for reimbursement.
Track labor costs for each project using time sheets.
Track all costs associated with a project to ensure profitability.
Quoting
Create professional estimates in minutes, impress your customers and win more business.
Add optional discounts to make your pricing more competitive. Add markups to increase your profit margin.
Create and send multiple estimates at once and guide your customers to the optimal package for their needs.
Efficiently manage your sales operations with custom pipelines and stages.
Save time by having PriceTable automatically follow up with customers who haven't responded to your estimates.
Have estimates approved by a team leader or manager before they are sent to the customer.
Invoicing & Payments
Create invoices for completed projects with just a few clicks.
Automatically remind customers to pay their invoices. Get notified when invoices are overdue.
Create invoices for all completed projects at once.
Accept credit card payments from your customers, online or in person.
2.9% + 30¢ 2.9% + 30¢ 2.9% + 30¢ 2.9% + 30¢
Accept ACH payments from your customers to avoid credit card processing fees.
0.8% ($5 cap) 0.8% ($5 cap)
Service Desk
Track and resolve customer issues with service tickets.
Add notes and attachments to your service tickets to easily collaborate with your team.
Embed ticket forms on your website to allow customers to submit service requests.
Share ticket reports with your customers to summarize the status of their service requests.
Additional Features
Create action items to assign tasks to your team and improve collaboration.
Track your business metrics and team performance with a customizable dashboard.
Manage your products and services in a centralized catalog to streamline your pricing and cost-tracking.
Customize your security settings to meet your business needs and protect your data.
Create kits from multiple products and services to streamline your service delivery and improve efficiency.
Create event-based workflow automations to automate your business processes.
Add custom fields to store any information you need to track.
Run automations on a schedule, which is a useful alternative to event-based workflow automations.

Starter

Essential tools for service professionals looking to get established.

Manage incoming customer requests
Send professional estimates
Schedule work with projects
Send invoices and collect payments
$25/mo. per user
$5/mo. per field technician
Get started

Team

Core features for small teams looking to work smarter & coordinate better.

All Starter features, plus:
Create project forms to fill out on visits.
Track project expenses.
Send multiple estimates as one packet.
Configure security to control access.
$45/mo. per user
$9/mo. per field technician
Get started
MOST POPULAR

Business

Automations and time-saving features to grow any service business.

All Team features, plus:
Resolve customer issues using the Service Desk.
Enable customer self-service using the Customer Portal.
Track costs on projects to remain profitable.
Save on processing fees with ACH payments.
Store more details using Custom Fields.
Create event-based workflow automationsto streamline your business.
$70/mo. per user
$14/mo. per field technician
Get started

Enterprise

Advanced workflows and integrations for large companies.

All Business features, plus:
Ability to schedule workflow automations.
Multi-step approvals for complex sales.
Advanced reporting and analytics.
Dedicated account manager.
Contact Us
*We handle online payments through Stripe, a world-class online payments provider.

Common Product Questions

What is the difference between a regular user license and a technician license?

Regular users can use all of the features of PriceTable, provided you grant them access. Examples include creating estimates and projects, invoicing customers and managing the product catalog and the CRM database. Technicians, on the other hand, are meant to interact with the system a more limited fashion, usually while they are out on the field or on job sites. They have access to projects they are assigned to, as well as their own schedules.

Example regular users include sales and accounting staff. Example technicians include service reps and crew leaders.

What do you mean by "product catalog"?

One of the most time-consuming parts of creating estimates and invoices is populating a table of pricing. Figuring out things like unit price and line totals, and typing descriptions of products and services, can easily get overwhelming.

With PriceTable, you can enter commonly used products into the Catalog. From then on, the product and all of its information will be available on any estimates and invoices you create. This can be a huge time-saver!

What document branding options do you provide?

First and foremost, PriceTable allows you to upload your company logo, which will be visible on every customer-facing page and document. In addition, you can integrate your brand colors into the documents themselves, and change backdrop and background colors. This allows you to provide a consistent brand impression to your customers when you do business with them.

How does the "secure electronic signatures" feature work?

When you create an estimate and email it to a customer, they can click the link in the email to open the estimate. At the bottom of the page, they will see a signature box, in which they can draw their signature using a mouse or a finger, depending on device. This works similarly to a wet signature. Once they click "Accept", that signature will then be placed into a PDF copy and emailed to them for their reference.

How can I collect payments for invoices I send via PriceTable?

There are two ways to collect payments from your customers. The first method, which is the easiest one, is to connect your Stripe account (which you can create for free) to PriceTable and enable online payments on invoices. With this option enabled, when the customer opens the invoice, they will have the ability to enter their credit card information. Once the payment is processed by Stripe, PriceTable will automatically record the amount on the invoice.

Alternatively, you can choose to accept payments outside of PriceTable. In these scenarios, in order to get the invoice marked as fully paid, you will need to record the manual payment on the invoice. This can be a bit more time-consuming, but it is still an option.

Can the automated email notifications be turned off?

Yes. If you find yourself getting too many automated emails from PriceTable (perhaps because you are winning a lot of business!) you can turn off the notifications.

I need a few other features that are not listed above, or are listed under the Enterprise Plan.

No problem! We always develop features in close cooperation with our customers. We would love to hear from you in order to better understand your needs. Just send us an email at contact@pricetable.io!

Common Billing Questions

Can I sign up without a credit card?

Yes you can! Near the end of your trial period, we will send you a friendly reminder via email. At that point, you can go to your account page and enter your credit card details.

Can I accept credit card payments from my customers electronically?

Yes. All you need is a Stripe account, which is very easy to set up. After that, you get the option to turn on online payments for invoices that you issue. Customers can then submit payments easily and securely. It is all handled through Stripe.

What if I don't like your software?

While we are confident that won't happen, should you choose to stop using PriceTable, you can cancel your subscription at any time.

Do I get refunds for canceled subscriptions?

Yes. After your trial period, you have 30 days to request a refund.