Price Books
Consistent pricing. Every quote, every job.
When every estimator uses their own rates, pricing is inconsistent and hard to audit. Aimsio price books keep your team aligned on exactly what to charge.
Before & After
What changes when you switch to Aimsio
Without a price book system
- Different rates applied inconsistently - billing staff manually look up rates from spreadsheets and contracts, creating errors on every invoice.
- Disputes over what was agreed - clients push back on rates with no clear record of what was negotiated and when it took effect.
- Manual rate lookups slow billing - every invoice takes extra time as billing teams track down the correct rate for each line item.
- Pricing changes break active jobs - updating rates mid-project causes confusion about which rates apply to which work period.
With Aimsio Price Books
- The right rate applied every time, on every job - Standardized pricing means consistent billing regardless of who creates the ticket.
- Full pricing audit trail - Every rate, markup, and change documented so you can answer any billing question.
- Invoices auto-populated from your rate cards - No more looking up rates and entering them manually on every line item.
- Rates updated without disrupting active jobs - Change your pricing going forward without affecting work that's already been billed.
Core Capabilities
Everything you need to manage pricing
Client-specific rate cards, markup rules, and version control - so every ticket is billed at exactly the right rate.
Client-Specific Rates
Create separate price books for each client with their negotiated rates. The right rates apply automatically when a job is created.
Labour & Equipment Pricing
Set specific rates for each labour classification and equipment type. Straight time, overtime, and standby rates all configurable per client.
Markup Rules
Apply percentage or flat markups to materials and subcontractor costs automatically. Protect your margins without manual calculations.
Price Book Templates
Build a standard rate card template and copy it for new clients. Save hours on setup and ensure consistency across your book of business.
Version Control
Track rate changes over time with full version history. Update a client's rates when contracts are renegotiated without losing historical billing data.
Ticket Integration
Price books link directly to field tickets. When a crew logs hours or equipment, rates are applied from the correct price book automatically.
Build your rate card
Create a price book for each client with their negotiated rates for labour, equipment, and materials. Set markup rules, overtime multipliers, and standby rates - all in one place.
- Labour classifications with ST, OT, and DT rates
- Equipment rates by type and mobilization
- Automatic markup rules on materials
Apply to jobs and tickets
Assign the price book when a job is created. From that point forward, every ticket logged on that job pulls rates automatically - no manual lookup, no pricing errors.
- Price book assigned at job creation
- Rates auto-applied to all field tickets
- Works across crew and equipment types
Billing auto-populated at correct rates
When tickets are approved and converted to invoices, every line item is priced from the price book. Finance sees exactly what was billed and why - with a full audit trail back to the rate card.
- Invoice lines traced to rate card entries
- Version-controlled pricing history
- No manual rate entry at billing time
See It In Action
Price Books in the platform
Watch how Aimsio price books work in a real field operations environment.
Aimsio is a great software and an even better team. They work hard to make the transition to Aimsio as smooth as possible. Their customer service is incredible. We're very happy we made the switch to Aimsio.
Integrations
Works with the tools you already use
Aimsio connects to your accounting, payroll, and ERP systems - so data flows without double-entry.
QuickBooks Online
Sage Intacct
ADP
Explorer Eclipse
Sage 300
NetSuite
MS Nav
MS Business Central
Viewpoint Vista
AcumaticaFrequently asked questions
An Aimsio Price Book is a client-specific rate card that stores your negotiated rates for labour, equipment, materials, and any applicable markups. Once set up, these rates are automatically applied when field tickets and invoices are created for that client - eliminating manual rate lookups and billing errors.
Yes. You can create an unlimited number of price books, one for each client, project type, or contract. Each price book can have completely different rates, markup rules, and labour classifications - so every client is always billed at their negotiated rates.
Aimsio's price book version control lets you update rates and apply them from a specific effective date without altering historical billing. Work billed before the rate change continues to use the original rates, while new tickets automatically pick up the updated rates.
Yes. Each labour classification in a price book can have separate rates for straight time, overtime, double time, and standby. When crew log hours in different pay categories on a field ticket, the correct rate applies automatically based on the hour type.
When a job is set up in Aimsio, you assign a price book to it. Every field ticket created for that job automatically applies rates from the assigned price book. When tickets are converted to invoices, those rates carry over - creating a complete, traceable billing chain from rate card to invoice.
Yes. Aimsio price books support percentage-based or flat-dollar markups on materials and third-party costs. Configure your standard markup rules and they'll apply automatically whenever materials are logged on a ticket - so you never forget to bill for the markup.
Ready to stop leaving
revenue in the field?
See how Aimsio can eliminate billing errors in a 30-minute demo.