Central Price Book

The Price Book is the single catalog for sellable services, products, materials, equipment, discounts, and saved custom-item templates. Open it from the sidebar's Work > Price Book.

Use it to control what the business sells and what the customer sees. Reading the catalog is available to every web teammate; creating or editing items requires the individual Manage pricing permission (owners and admins receive it by default), enforced server-side even for hand-built requests.

Catalog

• The workspace shows one searchable list of every item with its kind badge, customer price and unit, unit cost, tax status, category, and visibility.
• Search covers names, descriptions, and SKUs. Filter by kind or category; toggle Show archived to include retired items.
• A Customer price carries a unit — flat, each, strand, sq ft, linear ft, hour, per visit, or per vehicle. Use strand for a garland or other per-strand product and each for wreaths or other countable pieces. Unit cost sits beside the price so margin reporting can compare what you charge with what the work costs you.
• Verticals mark where an item applies (generic fits every quote). Category and vertical are different settings: a House Wash can belong to the Exterior Cleaning category and apply to both residential and commercial work, while a C9 Roof/Gutter item can be scoped to holiday lights alone.

Add or edit an item

1. Select New item, or Edit on an existing row.
2. Add a customer-facing name, description, and optional SKU. For a picture,

either paste a Thumbnail URL or, once the item is saved, use Thumbnail photo to upload a JPEG, PNG, or WebP up to 5 MB. The file goes straight to storage and V2 checks its bytes before the item shows it, so a renamed file is refused. An uploaded photo shows in place of the URL; Remove photo takes it away again. Thumbnails show in the catalog list for the office; customers and crews do not see them, as in V1.

1. Set its category, kind, unit, customer price, unit cost, and tax status.
2. Choose the verticals where the item is available; leave generic for everywhere.
3. Keep Offer in quote picker on when estimators should be able to select the item. Items of kind Add-on appear in the residential builder's Add-Ons section when it is on, and the Commercial and Holiday Lights builders already pick from this book; the Generic Quote builder still awaits central price-book selection.
4. Select Save changes (or Create item).

Archiving removes an item from future selection and is always reversible from the Show archived view. Existing estimates keep the name, description, quantity, and price that were saved with them — nothing in the book is ever hard-deleted, and no sent proposal is ever re-priced when the book changes.

Still available only in V1

The refreshed V2 catalog covers the core items-and-prices workflow. These V1 capabilities are documented for reference and remain on the parity roadmap:

• Categories tab view (V2 groups by category through filters instead)
• Inventory bundles: connecting a sellable line to a material recipe that reserves stock when a job is created, consumes on completion/invoicing, and releases on cancellation — see Inventory for the stock side ("What physical stock do we have?" versus the price book's "What do we sell?")
• Module availability checkboxes driving per-builder picker scoping (Fleet, Holiday Lights, Asphalt Maintenance) — replaced in V2 by the verticals field

Price Book versus Inventory

The Price Book answers, "What do we sell, where can we sell it, and what does it cost the customer?" Inventory answers, "What physical stock do we have?"

Create bulbs, clips, wire, plugs, chemicals, and other physical supplies in Operations > Inventory. Inventory packages attach those stock records to a sellable Price Book item as a recipe.