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Your catalog of items and prices

Typing the same tile, the same labor hour and the same price on every estimate is how prices drift. The catalog keeps each item once, with your cost and your price, and every estimate starts from it.

  1. Open Sales, Catalog.

    An empty catalog shows Add trades. Later it is under the three dots at the top.

  2. Pick the trades you work in.

    Tile, painting, electrical, plumbing, HVAC, roofing, flooring, concrete, rough carpentry, patio and hardscape, landscape and lawn care. Tap Add and their items land in the catalog, grouped by trade.

  3. Set your prices.

    Starter items come without a price, so they show Set the price. Open an item and type the Cost and the Markup %, or the Price to the client. Left empty, the price is cost plus markup.

  4. Add what is only yours.

    New item asks for the name, type (material, labor, equipment, subcontractor or service), unit and price, plus a SKU and a photo the client sees if you want.

  5. Use it on the estimate.

    On New Estimate, every line has Choose from catalog: it fills the name, type, unit, price and the item's photo. Invoices have the same button, without the photo.

Draft with AI reads your catalog

When you draft an estimate with AI, each line that matches an active catalog item takes your price, not the AI's guess. An item with no price yet gets a typical one that you review. The more items carry your price, the closer the draft is to what you would charge.

Photos go with the item

Give an item a photo once (the vanity, the fixture, the shingle color) and every estimate line you fill from it carries that photo. The client sees it next to the line on the estimate link. A line can also take its own picture with Add photo, from the camera or a file; Remove photo takes it off that line only, never off the catalog item. A photo already on the line is never replaced by the catalog's.

Assemblies go straight into the estimate

An assembly turns a few measurements into lines: circuits into breakers, wire and labor hours, square feet into tile, thinset and grout. On New Estimate, tap Add assembly (on a phone it is under the three dots next to Add Item), pick it, type the measurements and tap Add lines. Each line takes your catalog price; one without a price comes in at $0 for you to fill in.

Bring a whole price list at once

Export CSV gives you the catalog as a spreadsheet; change it and bring it back with Import CSV. Only name and unit are required; an id or code updates that item, a row without them adds a new one. One bad row and nothing changes, and the message says which line to fix.

Clean it up

To delete an individual item, open it from the list, scroll to the bottom and tap Delete (red trash button). A trade you added and do not work in goes away whole: tap its tab or chip at the top of the Catalog, then tap the three dots in the top right corner and choose Remove trade. You can add it again later. Turning Active off keeps an item in your past records without offering it on new estimates.

Questions

Does it cost extra?

No. The catalog is part of every plan.

Who can change prices?

The owner and anyone allowed to manage pricing. Anyone who writes estimates can pick from the catalog; only people allowed to see costs see the cost and markup.

How do I delete an item or remove a trade I do not work in?

To remove an entire trade: tap that trade's tab at the top of the Catalog screen, tap the three dots in the top right, and choose Remove trade. To delete an individual item: tap the item from the list, scroll down to the bottom of the details sheet, and tap Delete (the red trash button). If you want to keep the item for past jobs without offering it on new estimates, toggle Active off instead.

What is the Price book screen, then?

Flat-rate tasks for service calls: labor hours and parts priced by one formula, used in good, better, best on a service call. Remodel estimates start from the catalog.

Does a price change touch estimates I already sent?

No. A line keeps the price it had when it was added; new estimates use the new price.

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