Track changes across teams with Centralized Pricebook Audit Trail

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This new feature adds a searchable history of changes in the Centralized Pricebook, so teams can see what changed, who changed it, and when.

Centralized Pricebook Audit Trail showing user actions and timestamps for record changes.

What's new?

Before, there was no audit trail for the Centralized Pricebook. When items were added, edited, or deleted, teams couldn't tell who made the change or when it happened. Now, a dedicated audit trail screen shows a timeline of edits across services, materials, and categories. You can filter by user, date, or item code to quickly investigate changes. Only team members with the correct permission can view the audit trail.

Resources

Before and After

Before (Current)

  1. Multiple employees make changes to the Centralized Pricebook.

  2. A service or material disappears or is priced incorrectly.

  3. No way to see who made the change.

  4. Teams lose time investigating the issue manually.

Impact: Pricing errors lead to job delays, field confusion, and poor reporting

Try the current workflow in your account.

After

  1. Click Audit Trail in Enterprise Hub.

  2. Click the Centralized Pricebook tab.

  3. Use filters to narrow results by item code, action, user, or date.

  4. View a timeline of edits including who made the change and when.

  5. Identify and address incorrect changes quickly.

Impact: Keeps pricing accurate, improves team accountability, and prevents repeat errors.

Test the changes in the NEXT environment.

Who uses this feature

  • Residential Service & Replacement, Residential Construction

  • Administrators, Managers, Accountants, Bookkeepers

  • Region availability: All regions.

 


How it works for your industry

Residential Service and Replacement

  • A manager sees that a material price was changed two days ago and confirms who made the edit.

  • A technician reports a missing service code; the audit trail confirms it was deleted and by whom.

  • Accounting finds a job underbilled and uses the audit trail to trace back to the price edit.

Residential Construction

  • A builder tracks category changes made by different departments to ensure item alignment across projects.

  • A pricing coordinator audits vendor updates across materials to verify recent changes.

  • Leadership reviews audit logs during monthly reporting to confirm pricing consistency.

How to Prepare?

  1. Have an administrator reach out to Support or your CSM to have Centralized Pricebook enabled for your Enterprise Hub account.

  2. Confirm that team members needing audit access have the "View Audit Trail" permission.

  3. Identify which roles should monitor changes in the Pricebook.

  4. Train teams to use the new audit trail filters and logs.

  5. Align accountability workflows for pricing updates across departments.