Who this is for: Managers
💼 Why this matters
Most contractors open a new app and start poking around until they get frustrated and delete it. PriceRight Pro works differently — there’s a right order to set things up, and if you follow it, you’ll have accurate pricing working for you by the time you’re done. This takes about 10 minutes. That 10 minutes will pay you back on every estimate you build after this.
Step 1 — Choose your trade #
When you open PriceRight Pro for the first time, the app walks you through a short welcome and asks you to choose your trade type. Pick the one that matches your business. This sets up your estimate builder, SmartScope calculators, and home screen to show the tools that are relevant to your work.
If you work across multiple trades, pick your primary one. You can add more in Settings any time.
ℹ️ Note: Your trade choice controls which card appears in your Tools grid on the home screen. A painter sees Painting. A general contractor sees Contractor. A video producer sees Video. Tap that card whenever you want to start or manage an estimate.
Step 2 — Set your pricing foundation #
PriceRight Pro is built on one principle: your business should pay you first, survive second, and grow third — in that order. Most contractors price their work to cover costs and hope something is left over at the end. The PriceRight Formula flips that. You decide what you need to pay yourself, and your pricing is built backward from there.
After setup, your home screen shows a card that says YOUR PRICERIGHT FORMULA. Tap Find Out My Number.
This opens the Profit Allocation planner — a one-time, 5–10 minute exercise where you enter your actual business costs: rent, insurance, fuel, what you pay yourself, and how many jobs you typically run. The app uses these numbers to calculate your real break-even rate and recommended markup. Every estimate you build after this will be priced against those numbers, not a guess.
⚠️ Don’t skip this step
If you skip the Profit Allocation setup, your estimates will be built on the app’s default benchmarks — not your actual costs. The defaults are a useful starting point, but your real numbers will be different. You can always come back to this later by tapping Find Out My Number on the home screen.
Once you’re in the planner, work through each section. You don’t need exact figures — realistic estimates are fine. The app recalculates your rate in real time as you adjust. When you’re done, tap the back arrow. Your pricing foundation is set.
Step 3 — Build your first estimate #
From the home screen, scroll to the Tools section and tap your trade card — the one labeled with your trade name (Painting, Contractor, Video, etc.).
This opens the estimate builder for your vertical. Add a client name, a scope of work, and your first line item. The rates from your Profit Allocation setup are already built in — your markup, overhead allocation, and labor burden are all working automatically in the background.
When your line items are in, tap the preview button to see how your estimate looks with your branding applied. Then send it, present it in Client Mode, or save it for later.
💡 Tip: Before you build your first real estimate, take 5 minutes to add your business name, logo, and brand colors in Settings. Tap the gear icon in the top-right corner of the home screen to get there. Every estimate, invoice, and PDF you generate will carry your branding automatically from that point forward.
When you’re done: You have a trade selected, a pricing foundation set, and your first estimate built. PriceRight Pro is now calibrated to your business. Everything you do from here builds on this setup.
🚀 Smart Business Tip
The Profit Allocation numbers aren’t a one-time setting — they’re a living baseline. Most contractors find their real costs after a few months of tracking. Come back to the YOUR PRICERIGHT FORMULA card after your first 90 days and adjust your inputs based on what you’ve actually spent. Your pricing will get more accurate every time you do this.
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