Your price book holds the services and products you sell, along with their cost and price. Set it up once and you can pull items into any estimate or invoice with one click. There's no cap on how many items you can add — load in your whole catalog. Joby automatically tracks your margin, markup, and item profitability.

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You'll find it under Settings in the left sidebar. The Price Book is one of the tabs inside.

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This is the master list of every service and product you sell. Items added here become available in every estimate and invoice. There's no limit — add as many as you need.

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Joby ships with industry-specific starter items based on the category you picked during setup (HVAC, plumbing, locksmith, etc.). Use them as a starting point and customize from there.

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Click any item to add it to your price book. You can edit cost and price afterward to match what you actually charge.

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Click the pencil icon on any row to change the name, category, cost, price, or unit. Changes apply to new estimates only — past estimates keep their original values.

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Use a name customers will recognize on an invoice. Skip internal codes; save those for the SKU field.

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Cost is what you pay for the item — your supply cost or labor cost. It's not shown to customers. Joby uses cost to calculate your margin and markup automatically.

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An item in the price book can hold sub-items underneath it. Think of it like a parent product with variants — a single item is the category or product family, and each sub-item is a specific size, model, tier, or option with its own price.

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Some real examples:

• Service call with sub-items Standard, After hours, Weekend

• Water heater with sub-items 40 gal, 50 gal, 80 gal tankless

• Tune-up with sub-items Basic, Standard, Premium

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In estimates, the tech picks the parent item and then the matching sub-item — they don't have to remember the exact variant name. This keeps the price book tidy (one row per product instead of one per variant) and makes building estimates faster.

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From inside any estimate or invoice, click Add from Price Book and pick the item. Name, price, and unit fill in automatically. If the item has sub-items, you'll pick the variant in the same step.

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You can also add new services on the fly while building an estimate. Tick Save to Price Book to reuse them next time.

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Joby shows your margin % and markup % on every line as you build the estimate, so you can hit your target profit before the customer sees the price.

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This report shows which items make you the most money. Filter by time period, technician, or category to see what's actually driving profit in your business.

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