How to Move Flat-Rate Plumbing Prices into a FieldPulse Pricebook Template
By Eric Hanson, Owner & Founder, PlumbRate · Updated September 29, 2026
Every PlumbRate price book includes a FieldPulse Prep tab that lists only customer-facing service names, a description, a category and your final sell price. It never includes labor hours, material costs, your hourly rate or markups. This is a one-time transfer of flat-rate service prices, not live price synchronization, and PlumbRate is not an official FieldPulse integration. These steps follow FieldPulse's published help and have not been tested in a live account.
Import type: Transfer view only; not directly uploadable
Steps
- Finish reviewing Settings and the Price Book tab.
- Download the pricebook import template from your FieldPulse account.
- Leave the template's structure intact. Do not rename, delete or reorder its columns.
- From the FieldPulse Prep tab, copy each column and use Paste Special, Values into the matching template column.
- Import the filled template in FieldPulse, then spot-check prices.
Caveats
- Do not upload the PlumbRate workbook to FieldPulse. The import expects its own template.
- The pricebook import described in FieldPulse's article is part of its Sales Suite add-on.
- Blank custom rows are never exported, and a row with a blank name or $0 price is left empty and counted on the Import Instructions tab so you can fix it before importing.
Official FieldPulse sources
Platforms change their import rules. Check the current article before you import.