Price2Book is not your CRM.
It handles one part of the business: the customer-facing pricing and booking decision. Everything else — your customer records, your dispatch, your invoicing, your payroll — keeps happening exactly where it happens now.
Keep running the rest of your business where it already lives.
This is a division of responsibility, not a list of connections. Nothing on the right requires an integration to keep working — it keeps working because Price2Book does not want that job.
- Homeowner qualification
- Approved pricing
- Guided Pricing outcomes
- Guided Estimate intake and review
- Building the visit
- Presenting appropriate booking options
- Customer self-booking
- CRM and customer records
- Dispatch and work orders
- Invoicing
- Payments, where applicable
- Payroll
- Job costing
- The rest of how you run the business
What works today.
Two different things live below, and it matters that they are not the same. Something built into Price2Book needs nothing from you. A connection to a system you already run needs that system to be connected.
Coming Soon means we intend to build it. It is not a date, and nothing above is scheduled for you.
Two ways to schedule.
One of them is always the authority on your availability, and Price2Book never guesses which. That is the whole architectural choice — the mechanism behind it belongs on another page.
How booking decides what to offerConnect the field-service platform you already use. Its calendar is the truth, and booked work lands back in it.
No platform to connect? The scheduler is built in. Choosing it is a decision, not a migration.
Start without a rip-and-replace project.
Adding Price2Book is not a migration. Nothing has to be exported, no team has to be retrained, and the work you don’t put online carries on exactly as it does today.