Setting Up Your Pricebook

Setting Up Your Pricebook

A well-organized pricebook is the foundation of fast, accurate estimates.

What is a Pricebook?

Your pricebook is a library of all your services with predefined prices. Instead of calculating prices from scratch, you select items from your pricebook.

Accessing Your Pricebook

1. Go to Settings → Pricebook
2. You'll see your services organized by category

Adding Categories

1. Click "Add Category"
2. Enter a name (e.g., "Plumbing Repairs", "Electrical", "HVAC")
3. Optionally set a default markup for the category
4. Click "Save"

Adding Services

1. Navigate to the category
2. Click "Add Service"
3. Fill in the details:
   • Name: Service name (e.g., "Toilet Replacement")
   • Description: What's included
   • Base Price: Your flat rate price
   • Cost: Your cost (for profit tracking)
   • Unit: Each, hour, sq ft, etc.
4. Click "Save"

Importing Services

Have a spreadsheet of services? Import them:

1. Go to Settings → Pricebook → Import
2. Download our CSV template
3. Fill in your services
4. Upload the file
5. Review and confirm

Pro Tips

• Start with your top 20 services - You don't need everything on day one
• Include labor in your prices - Flat rates are easier than time + materials
• Review quarterly - Update prices as costs change
• Use descriptive names - "Standard Water Heater Install (50 gal)" is better than "WH Install"