Price book software for confident service quotes.
Give your team a shared catalog of services, materials and prices. DreamzFSM brings clear descriptions, visual service choices and mobile access into the quoting process, so your next estimate starts with the right information.
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One pricing reference. Fewer quoting distractions.
Bring the service description, the rate and the next step together before the customer asks for a quote.
Award winning CMMS software
Recognition from software review platforms for value, ease of use, functionality and customer support.
Show the service. Make the price clear.
Build an organized catalog that people can actually use. Group entries by category and service type, give each item a useful name, and add photos and descriptions that explain the work before your customer makes a decision.
Inspection and routine cleaning.
Locate and assess a plumbing leak.
Replacement filter material.
Inspect the reported circuit issue.
Set the rate. Keep the detail behind it.
Choose the pricing approach that fits your work. The Financial tab keeps Price, Cost and Unit with the entry, while categories and service types help distinguish a service call, a repair, an installation or a material. Review the details before adding the item to a quote.
See your own services in DreamzFSM.
Bring a few service rates and material entries. See how the catalog supports your team’s quoting process.
Update your pricing. Keep your team aligned.
Bring an existing pricing list into DreamzFSM, then manage your entries from the office or the field. Shared updates help the team work from current rates rather than an old spreadsheet. Check the latest saved information when preparing a new quote.
Reuse the items. Tailor the proposal.
Select services from the Price Book or Service Book while creating an estimate. Apply a Service Template for common work, then build the option sheets your customer needs. Rename and reorder options, save the estimate and use Present for a clear customer-facing view.
Explain the service. Keep control of the price.
Use AI-generated descriptions to make your services easier to understand. For the work behind a quote, VEDA can help your team review connected equipment history, prepare a checklist or create follow-up work. Your team reviews the wording, scope and price.
Illustrative prompts for enabled workflows. Answers depend on available records and permissions. Review generated content before using it.
See AI support around your service catalog.
Explore service descriptions and connected maintenance context, with your team controlling the final quote.
Make every saved item useful in the service workflow.
From finding an entry to explaining a proposal, put the catalog to work for your team.
QR-linked entries
Generate a QR code linked to a saved price book entry to help locate that service or material in the field.
Explore capabilitiesReusable service scope
Apply a Service Template in an estimate when several jobs start with similar work.
See estimate workflowCustomer choices
Use option sheets to separate scopes rather than leaving every alternative in one long price list.
Explore estimatesWork-ready records
Reference saved services and materials when preparing estimates and work orders. Keep the agreed scope clear.
Explore DreamzFSMThe essentials behind a more consistent quote.
Categories & service types
Organize entries into the groups your team uses to find the right work.
Price, cost & unit
Record the financial details behind a service or material entry.
Visual service catalog
Use photos and descriptions to explain what the customer is choosing.
Flexible pricing
Work with flat-rate, hourly or custom pricing for your service offering.
Pricing-list imports
Bring existing service and pricing entries into a centralized catalog.
Desktop & mobile
Access and update your price book from the office or the field.
AI descriptions
Prepare customer-friendly service wording, then review and refine it.
Entry QR codes
Link a QR code to a saved service or material for easy identification.
Keep your price book connected to the rest of the job.
Start with a shared catalog, build the customer estimate and keep the agreed work connected to billing.
Integrations
- SAP
- Sage Intacct
- Stripe
- Zebra
- CIMCON
- Oracle NetSuite
- Intuit QuickBooks
- Propelr
- Microsoft Dynamics 365
- Xero
- Razorpay
- Samsara
- Odoo
- TallyPrime
- RevRex
- PhonePe
- Chainway
- CardConnect
- Codat
- Siesa
- Unleashed
- Shopify
- Monnit
- Birdeye
- SAP
- Oracle NetSuite
- Microsoft Dynamics 365
- Odoo
- Sage Intacct
- Intuit QuickBooks
- Xero
- TallyPrime
- RevRex
- Stripe
- Propelr
- Razorpay
- PhonePe
- CardConnect
- Codat
- Zebra
- Chainway
- CIMCON
- Samsara
- Monnit
- Siesa
- Unleashed
- Shopify
- Birdeye
Your services. Your rates. A catalog that fits your trade.
HVAC
Group inspections, service visits, repair labor and replacement parts in a usable service catalog.
Plumbing
Prepare clear entries for callouts, inspections, repair work and materials.
Electrical
Keep labor rates, diagnostic services and material entries ready for the next estimate.
Cleaning & property services
Give repeat services consistent names, descriptions and pricing references.
Give every role a clear pricing reference.
Maintain the pricing reference.
Keep the service list, cost details and selling prices organized. Review your entries when the work or its cost changes.
A clearer source for the teamPrepare the next estimate.
Find the right services, reuse a template and explain the proposed options without rebuilding every line from scratch.
Less repeated quote preparationQuote with the service context.
Use mobile access to find an item, explain the service and refer to the current saved pricing during a customer visit.
The catalog where the work happens
Questions about services, pricing and customer quotes.
What is price book software for field service?
Price book software provides a shared catalog of services, materials and rates for a service business. DreamzFSM combines that catalog with descriptions, visual content and mobile access, so office and field teams can use the same pricing references when preparing estimates.
Can I use flat-rate, hourly and custom pricing?
Yes. DreamzFSM supports flat-rate, hourly and custom pricing. Choose the approach that fits the service and review the item details before adding it to the customer estimate.
Can the price book include materials as well as services?
Yes. The Services & Materials price book holds both types of entries. Give an entry a name, category and service type, then add its financial details so your team can find and reuse it.
Can I store cost separately from the selling price?
Yes. The Financial tab includes Price, Cost and Unit fields. Keeping these values separate provides a clearer pricing reference; it does not replace reviewing the actual labor and material costs of a completed job.
Can I add photos and service descriptions?
Yes. The visual price book supports photos that help explain a service, alongside customer-friendly wording. Use images and descriptions that accurately represent the work included in the quote.
Can I import my existing services and pricing?
Yes. DreamzFSM supports importing service and pricing lists. Confirm the accepted import format and required fields for your setup, then review the imported entries before your team uses them in customer quotes.
Can technicians access the price book on mobile?
Yes. The price book is accessible from desktop and mobile. Field staff can use the catalog during a service visit. Receiving the latest shared updates requires connectivity; do not assume a disconnected device shows the newest price.
How do I keep pricing consistent when rates change?
Maintain the saved catalog entries and use the shared updates across your team. Review the current rate before sending a new quote, and separately review any customer commitments already made. Do not assume a catalog edit changes an accepted estimate.
How does the price book work with estimates and templates?
When creating an estimate, add services from the Price Book or Service Book. A Service Template can prefill common services, giving your team a starting scope that can be reviewed and adjusted for the customer.
Can I present Good, Better and Best options?
Yes. The estimating workflow supports multiple option sheets, including Good, Better and Best-style choices. You can rename and reorder the options, save the estimate and use Present to show the proposal in a customer-facing view.
Can a QR code open a price book entry?
Yes. The Show QR Code option generates a code linked to a saved price book entry. This helps users locate the relevant service or material in the field.
How do AI descriptions and VEDA support quoting?
AI-generated descriptions help explain a service in customer-friendly language. VEDA can also help review connected maintenance history, generate checklists and prepare follow-up work. Your team reviews the wording and scope and remains responsible for the final price.