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Construction Sales Prices - Price Type Project Instead of Customer Price Class

  • June 22, 2026
  • 4 replies
  • 17 views

mdavolt
Jr Varsity III
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we are looking to a pricing type based on Project Price Class vs Customer Price Class.  Has anyone been able to accomplish this in the system.  We were exploring a customization for this but the price is coming back at $18,000.  i am looking to see if anyone else has come up with a solution for this.  We have 5 products with 6 different prices.  

 

Thanks in advance for any ideas.  

4 replies

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  • Captain I
  • June 22, 2026

Hi, we are in the same boat  👀


LeanneM
Semi-Pro III
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  • Semi-Pro III
  • June 23, 2026

For project specific pricing, I always use Rate tables in projects and the billing rule to get the invoicing as required. 

Another way you could do things is by setting a customer location and assign that location to the project, and a specific customer price class set to that location as a workaround, so if you choose that location it should apply the prices for that one.


mdavolt
Jr Varsity III
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  • Author
  • Jr Varsity III
  • June 23, 2026

Leanne, the customer location is a great idea.  let me look at that.    Sounds like i can use the price class on the location and set up a location for each of my counties.  Then on the project in that county i will use that location.  last part will be to test if that will come in on the change order request.  if it does brilliant work around.  i owe you one. :) 


mdavolt
Jr Varsity III
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  • Author
  • Jr Varsity III
  • June 23, 2026

Leanne,

 

That was a great idea, unfortunately it didn’t work for me as we need to have it link to the change order requests.    We have many change requests we price this way that convert into a change order and are billed on a proforma invoice.    I do appreciate the thought process and response.