Rate Sheets

Standardize Your Pricing, Maximize Your Profit

Create, manage, and apply rate sheets for different clients and job types. Ensure accurate, consistent billing and get a clear view of your profitability on every project.

The Problem: Inconsistent Rates Kill Your Profitability

When your rates live in spreadsheets, old proposals, or someone’s memory, you lose money. Inconsistent pricing leads to billing errors, confused clients, and—worst of all—an inability to see if a job is actually profitable. For a land surveying firm, quoting the wrong rate for a crew or piece of equipment doesn’t just trim your margin; it can turn a good job into a loss.

The Solution: Centralized Rate Sheets for Every Scenario

Job Book’s Rate Sheets are your single source of truth for pricing. Create templates for different clients, job types, and regions. Define clear rates for every piece of equipment, every role on your team, and every material you use.

Stop guessing and start standardizing. With Job Book, you can ensure every invoice is accurate, every estimate is consistent, and every job is priced for profitability.

How This Helps Your Firm

  • Ensure Consistent Billing: Create standardized rate sheet templates and assign them to specific clients or jobs, eliminating pricing errors.
  • Build Accurate Estimates: Quickly build detailed job budgets by applying a rate sheet and assigning estimated hours or quantities to each line item.
  • Track Profitability in Real-Time: Rate sheets provide the accurate rates used to calculate a job’s “burn” as work is logged, showing you if you’re on budget in real-time.
  • Streamline Invoicing: For Time & Materials (T&M) jobs, rate sheets feed correct pricing into daily work records, automating invoicing and ensuring all work is billed accurately.
  • Simplify Job Setup: Clone existing rate sheets to quickly create new ones for different clients or annual price adjustments, saving hours of administrative work.
  • Empower Your Field Crew: The line items on a job’s rate sheet are the only ones your crew can select in their daily work records, simplifying data entry and preventing mistakes.

Why Job Book’s Rate Sheets are Different

Other systems offer basic rate tables. Job Book’s Rate Sheets are a core part of an integrated system designed for the financial realities of a surveying firm.

  • Built for Surveyors: We know you bill for a “One-man Survey Crew,” not just a “consultant.” Our system is designed for the roles, equipment, and materials you use every day.
  • Flexible and Adaptable: While you can set default rates for a client, you can also override any rate on a specific job to handle special negotiations or unique project requirements.
  • Integrated with Job Costing: Rate sheets are more than just a price list; they are the engine behind Job Book’s powerful budgeting, “burn” tracking, and profitability reports.
  • Data-Driven Decisions: Go beyond simple totals. Use the Utilization Report to see the effective billable rate of each staff member, or the Job Charge Out Rate Summary to pinpoint exactly where a project went over or under budget. Because time, equipment, and materials are logged against a job’s rate sheet, your downstream analytics are precise.

Ready to Price with Confidence?

Rate Sheets are just one way Job Book gives you control over your firm’s finances.
Get a personalized tour to see how it all connects.