Field Promax

Custom Pricing

Set up customer-specific price levels so your preferred customers automatically receive special rates on products and services. Create named price levels, assign custom prices for each product, link customers to a price level, and let FieldPromax apply the correct pricing on work orders and estimates automatically.

Before you start:

  • Set up your products and services with default pricing first.
  • Have at least one customer created in your account.
  • You must be logged in as an Administrator to manage price levels.

How Custom Pricing Works

Custom pricing in FieldPromax is built around price levels. A price level is a named set of custom prices for your products. You can create multiple price levels (for example, "Preferred Customer," "Wholesale," or "Government Rate") and assign different custom prices for each product within that level. When a customer linked to a price level is used on a work order or estimate, the system automatically applies the custom prices instead of the default catalog prices.

Creating a Price Level

  1. Navigate to Custom Pricing from the main menu (or Manage Lists → Custom Pricing).
  2. Click Create Price Level.
  3. Enter a Price Level Name (for example, "VIP Customers" or "Contractor Rate").
  4. Click Create to save the new price level.

Result: The price level is created and appears in your custom pricing list. You can now add products and customers to it.

Setting Custom Prices for Products

After creating a price level, assign custom prices to your products:

  1. Open the price level by clicking on it in the custom pricing list.
  2. Navigate to the Products tab.
  3. Click Link Products to add products to this price level.
  4. For each linked product, you will see the Item Name, Default Price, and Custom Price columns.
  5. Click on the Custom Price field for a product to enter the custom rate for this price level.
  6. Click Save Changes (the save icon) to apply the custom prices.

Result: The products now have custom prices defined for this price level. The default price column shows the standard catalog price for comparison.

Assigning Customers to a Price Level

  1. Open the price level and navigate to the Customers tab.
  2. Click Link Customers.
  3. Type at least two characters of the customer name to search.
  4. Select the customer from the search results.

Result: The customer is now linked to this price level. Their name appears in the Customers tab, and they will receive the custom pricing whenever they are selected on a work order or estimate.

How Custom Pricing Applies Automatically

Once a customer is linked to a price level, FieldPromax applies the custom prices automatically:

  • When you create a work order for that customer and add a product, the system uses the custom price from the linked price level instead of the default catalog price.
  • When you create an estimate for that customer, the same custom prices apply to all products in the estimate.
  • If a product does not have a custom price set in the price level, the default catalog price is used as a fallback.

Tip: You can edit both the default price and the custom price directly from the price level detail page. Click on any price cell in the Products tab to modify it inline. This makes it easy to adjust pricing without navigating away.

Managing Price Levels

  • Edit a price level name — Open the price level and update the Price Level Name field at the top of the page, then click Save Changes.
  • Remove a customer — In the Customers tab, click the delete icon next to the customer you want to unlink.
  • Remove a product — In the Products tab, click the delete icon next to the product you want to remove from the price level.
  • Delete a price level — Open the price level, click Actions → Delete Price Level. This removes the price level and unlinks all associated customers and products.

Next Steps