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WEX Field Service Management

Smart Pricebooks

Product Manager, 2024-Present

The customer pain was one of those problems that's easy to overlook because everyone just accepts it: contractors manually maintaining their pricebooks. Equipment costs shift constantly, supplier catalogs change, and most contractors either spend hours updating prices or, more often, stop updating entirely and sell off stale numbers. That means they're either losing margin or losing bids, and they don't always know which.

The product question was whether we could eliminate the maintenance burden without changing the experience contractors already knew. We didn't want to rebuild the pricebook UI. We wanted to make the data behind it smarter. By integrating a third-party data platform with our own middleware, we connected pricebooks to live supplier pricing and territory-specific product catalogs. Prices stay current automatically, and the products a contractor sees reflect what they actually sell in their market. The bigger unlock was what happens downstream: accurate pricebook data now flows directly into homeowner-facing proposals with good/better/best comparisons, so a contractor's pricing structure becomes their selling tool. The feasibility challenge was stitching together external data, internal logic, and a user-facing output that felt seamless without disrupting existing workflows.

Automated
Price maintenance that used to require hours of manual updates per month
Market-tuned
Pricebooks curated by supplier relationships and territory, not generic catalogs
End-to-end
From pricebook to proposal comparison, pricing flows directly into selling tools
Connected System
Data Sources
Supplier & Market Data
Supplier Catalogs
Live pricing from distribution partners
Territory Mapping
Region-specific product availability
Contractor-Specific Pricing
Supplier pricing on tap for each contractor
Smart Pricebook
Smart Pricebooks
EquipmentPriceStatus
Carrier 24ACC6
2.5 Ton AC Unit
$4,385 Current
Rheem RA16AZ
3 Ton Heat Pump
$5,210 Current
Goodman GSX14
2 Ton AC Unit
$3,640 Current
Sales Output
Homeowner Proposal
Comfort Pro HVAC
Equipment Proposal - Jan 2025
✔ Recommended
Carrier 24ACC6, 2.5 Ton
$7,850
Premium
Rheem RA16AZ, 3 Ton
$9,420
Economy
Goodman GSX14, 2 Ton
$6,180
1Supplier data feeds in automatically. Pricing stays current without manual updates from the contractor.
2Territory-aware curation means contractors see products they actually sell, from suppliers they actually work with.
3Proposals generate automatically with accurate pricing and good/better/best comparisons ready for the homeowner.