Price Book
Create and manage the products and services that are used to create costed digital field tickets in IronSight.
Make informed approval/rejection decisions faster
Ensure accuracy and consistency
Simplify and streamline invoicing
Dynamic suggestion
Each product or service in your price book can be associated to a specific resource type, counter party (client or vendor), and location, location pair, or even a location group (like a run).
When it's time to add a line item, only the options that apply will appear - cutting down on mistakes and entry time.
Rate agreements
If you create a product or service - you own it. Lock in the details of a rate to ensure it isn't accidently adjusted.
The line match feature adds an extra layer of support when reviewing and approving jobs. Quickly verify if a line item matches the rate agreement.
Update with ease
Connect your products and services with an existing system to ensure each line item is always up to date.
Alternatively, you can export and import line items to edit using a .csv.
Supply and Demand
Price Books are used by both Energy Producers and Service Providers to ensure fast and accurate ticketing, approvals, and invoicing.
If you'd like to learn more about how price books can support your workflow reach out to speak with us today.
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FAQ
The Price Book is a centralized catalog of your services and rates inside IronSight. It helps you standardize pricing across your work tickets and ensures any line items added to a job are accurate and up to date.
Using the Price Book feature in IronSight helps ensure any costed work tickets can be reviewed and approved quickly and with confidence. By adding line items to jobs, you'll be able to streamline your ticketing process, saving everyone time and money.
Only your account admins can see and edit your Price Book. If a product or service in your Price Book is assigned to specific client or vendor, that client/vendor will be able to view - but not edit - that product or service. If you leave the product or service unassigned only admins from your organization will see it in the Price Book.
No, IronSight is currently not used to manage contracts of any kind. The Price Book is used to manage the catalog of services and rates that are used for jobs completed in IronSight.
Have questions?
Reach out to our team to learn more.