Inventory & Price Book
Price book
Standardize services, materials, and pricing for faster quoting.
Overview
Build a catalog of flat-rate items your team uses every day. Pull items into estimates and invoices so quotes stay consistent and profitable. Import, export, and version core catalog data.
What we're building
Quoting off memory or a scattered spreadsheet means every estimator prices the same job a little differently, and inconsistent numbers quietly eat your margin. Re-typing the same line items over and over wastes time and invites mistakes.
The price book gives you one catalog of flat-rate services and materials your team uses every day. Pull items straight into estimates and invoices so quotes stay consistent and profitable, and import, export, and version your core catalog data as it changes.
This is for teams that want fast, repeatable quoting where everyone prices work the same way.
What you'll be able to do
- Build a catalog of flat-rate services and materials
- Pull items into estimates and invoices
- Keep quotes consistent across your team
- Import and export catalog data
- Version core catalog data
- Standardize pricing for faster quoting
Rollout plan
- 01
Catalog of flat-rate items
CompleteBuild and maintain the flat-rate services and materials your team uses every day.
- 02
Quote and invoice reuse
CompletePull catalog items straight into estimates and invoices for consistent pricing.
- 03
Import, export, and versioning
CompleteMove catalog data in and out and version core data as pricing changes.
Milestones
- Complete:
Item catalog
Flat-rate services and materials are stored in one catalog.
- Complete:
Estimate and invoice integration
Catalog items pull into estimates and invoices.
- Complete:
Import and export
Catalog data moves in and out of the price book.
- Complete:
Core-data versioning
Core catalog data can be versioned as it changes.
More in Inventory & Price Book
How to send useful feedback
Name the blocked role
Product feedback is more useful when it names the owner, dispatcher, technician, office user, or customer affected.
Explain the workaround
Describe what your team does today and where the process fails under real work.
Define success
Share what would change after launch: time saved, fewer manual steps, cleaner records, or better customer follow-up.