Pricing Types set the default gross margin for different kinds of things you sell or buy — labor, materials, equipment, subcontractors, and so on. When someone adds a resource to a project or quote, the system uses the matching Pricing Type to figure out what to charge the customer.
You'll usually set these up once at the start and tweak them occasionally as your costs or pricing strategy change. The defaults that ship with include GO cover most businesses.
Where to Find Pricing Types
From anywhere in include GO, click the Settings icon in the left sidebar (near the bottom). In the Settings sidebar that opens, under the Financial Setup section, click Pricing Types.
Navigation path: Dashboard → Settings → Financial Setup → Pricing Types
A Quick Note on Gross Margin
Gross Margin is the percentage of a sale that's profit after the cost of the thing you sold. If a widget costs you $60 and you sell it for $100, your gross margin is 40% (the $40 profit divided by the $100 sale price). Higher margin = more profit per sale.
On this page you set:
- Gross Margin % — the target margin you want to hit.
- Min Margin % — the lowest margin you'll accept. Anything below this is a flag.
If you're not sure what numbers to use, ask your accountant or look at what your business has historically made on each type of resource.
The Pricing Types Page
The page shows a table of your pricing types. Like most settings in include GO, you add and edit right in the table itself — click a cell, type, save. No separate popup window.
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What you see on this screen
| # | Element | What it does |
|---|---|---|
| 1 | Add Pricing Type button | The blue button in the top-right. Click to start adding a new pricing type. A new empty row appears at the top of the table. |
| 2 | Include Archived checkbox | Off by default. Turn it on to also show pricing types you've archived. |
| 3 | Name column | The name of the pricing type, like "Labor," "Material," or "Equipment". Required. |
| 4 | Gross Margin % column | The target profit margin for this type. Optional. Shown as a percentage (e.g., 35.00%). |
| 5 | Row drag handle (dots at the far left of each row) | Click and drag a row up or down to change its order in the list. The new order is saved automatically. |
There's also an ID column (auto-generated), a Category column (optional free-text label), a Min Margin % column (minimum acceptable margin), a Resources column (how many resources in your catalog use this pricing type), and a Status column (Active / Archived badge).
Adding a New Pricing Type
Click the + Add Pricing Type button in the top-right. An empty new row slides in at the top of the table, with the cursor already placed in the Name cell.
What to fill in
| Cell | Required? | What to enter |
|---|---|---|
| Name | Yes | The name of the pricing type. Keep it short and clear — examples: Labor, Material, Equipment, Subcontractor, Travel. Max 100 characters. |
| Category | No | Optional free-text label to group pricing types. You can type anything here — it's a free-form tag for your own organization, not a dropdown. Max 100 characters. |
| Gross Margin % | No | Your target gross margin for this type, between 0 and 100. Example: enter 35 for 35%. Leave blank if you don't want to set a target. |
| Min Margin % | No | The minimum acceptable margin, between 0 and 100. Example: enter 25 for 25%. The system can use this to flag quotes that dip below your floor. Leave blank to skip. |
The ID, Resources count, and Status are filled in automatically. New types start as Active.
Sort Order is handled automatically. You don't type a sort number — instead, you drag rows up or down using the drag handle on the left side of each row. See the next section for details.
Saving or canceling
- Press Enter from any cell to save. The row drops into the list.
- Or click the green checkmark (✓) on the right side of the row.
- Press Escape or click the red X to cancel.
Reordering Pricing Types
The order of pricing types on this page is the order they appear in dropdown lists throughout the app. You control it by dragging rows, not by typing a number.
Look for the small dotted handle at the far left of each row. Click and hold it, then drag the row up or down to wherever you want it. Release, and the new order saves immediately.
Tip: Put the pricing types you use most at the top. They'll show up first in every dropdown across the app.
Editing a Pricing Type
Click any editable cell — Name, Category, Gross Margin %, or Min Margin % — and type the new value. The Save (green checkmark) and Cancel (red X) buttons appear on the right side of the row. Changes don't save until you click the checkmark or press Enter.
You can also right-click on a row and choose Edit from the menu.
Note: Archived pricing types can't be edited. Activate them first if you need to make changes (see below).
Archiving and Activating
You can't delete pricing types that are assigned to resources in your Resource Catalog. Instead, archive types you no longer use. Archived types are hidden from dropdowns, but any existing resources assigned to them keep their assignment.
Right-click any row to see the menu:
| Action | When you'll see it | What it does |
|---|---|---|
| Add New Pricing Type | Always | Same as clicking the "+ Add Pricing Type" button above the table. |
| Edit | On active rows | Enables the row for editing. |
| Archive | On active rows | Hides the pricing type from dropdowns. A confirmation appears first. |
| Activate | On archived rows (after you turn on "Include Archived") | Restores the pricing type to active. |
Where Pricing Types Show Up in the App
Pricing Types are used on the Resource Catalog page. Every resource — labor role, material item, equipment, service — can have a pricing type assigned to it. That pricing type's margin settings then flow into:
- Project estimates and quotes
- Purchase orders
- Invoicing calculations
- Margin reports
The Resources column on this page shows how many resources are currently using each pricing type. A pricing type with 0 resources probably isn't doing anything useful — consider archiving it.
Who Can Edit This Page?
Anyone with the Settings View permission can see the Pricing Types page. Only users with the Settings Manage Pricing Types permission can add, edit, archive, or reorder types. By default this means Super Admin, Branch Manager, and Accountant roles.
If a user can see the page but the Add Pricing Type button is missing or they can't drag rows, their role is missing the manage permission.
Tips & Best Practices
- Keep the list short. Labor, Material, Equipment, and Subcontractor cover most work. Only add more types if they truly need a different margin.
- Set Min Margin realistically. Setting "Min Margin" to 0 means nothing gets flagged. Setting it to 40% when your real floor is 20% means everything gets flagged. Pick a number that signals a real problem.
- Review annually. Costs and competitive pressures change — your margins should too. A quick review each year keeps your defaults honest.
- Ask your accountant if you're not sure. Getting the margin numbers right makes a real difference to profitability. Don't guess.
- Drag rather than rename. If you want "Labor" at the top, drag it there instead of renaming it "A Labor" to force alphabetical sort order.
Common Questions
What's the difference between Gross Margin % and Min Margin %? Gross Margin % is your target — what you aim for. Min Margin % is your floor — if a quote comes in below it, the system can warn you. Think "goal" vs "line in the sand."
Can I leave the margin fields blank? Yes. Only Name is required. Leaving margins blank means the system won't calculate a default price suggestion or warn you about low margins for resources in this type — you'll set prices manually on each resource.
Why can't I delete some pricing types? If a pricing type is assigned to resources in your Resource Catalog, deleting it would leave those resources with no pricing rule. Archive instead, or reassign the resources first.
I archived a pricing type by accident. How do I get it back? Turn on Include Archived at the top of the page, right-click the archived row, and choose Activate.
How do I rearrange the order? Click the drag handle (small dotted icon) at the far left of a row and drag it up or down. Drop it where you want and it saves automatically.
Can I have a pricing type for a specific customer? No — Pricing Types are general defaults for your whole business. For customer-specific pricing, use custom pricing on the customer's account or project instead.
Related Topics
- Resource Catalog — Where pricing types get assigned to actual resources
- Chart of Accounts — How the revenue from priced resources gets categorized
- Roles & Permissions — Control who can edit pricing types