Building your price book

The price book is the list of everything you sell, with prices. Fill it in once and estimates, invoices and jobs all pull from it, so nobody on your team is typing "Window Cleaning - $190?" from memory at a customer's door.

This is the highest-value hour you'll spend in setup. Everything downstream gets faster.

1. Open Settings then Price Book

Gear icon, then the Price Book tab.

The empty price book

Two sections. Line Item Categories is your service catalog, described in the app as "your canonical service and pricing catalog for estimates, invoices, and jobs". Checklist Templates below it holds reusable technician task lists.

A new account reads "No categories yet. Create your first category to start building your price book."

2. Search

One box searches categories, line items and checklist templates together. Not much use today, genuinely useful at fifty items.

3. New Category

Categories group what you sell. Click New Category.

Keep categories broad and few. "Window Cleaning", "Pressure Washing", "Gutters". The detail belongs in the items underneath, not in twenty near-identical category names.

4. Name it

One field, Category name, with a placeholder reading "e.g. Plumbing". Use whatever your crew already calls it out loud.

5. Create Category

The category appears with a summary line: item count and average price, both zero for now, plus an Add Item button.

6. Add Item

Click Add Item on the category. A panel opens on the right.

7 to 10. Fill in the item

7. Name is what the customer reads on their estimate. Write it the way you'd say it to them, not in internal shorthand.

8. Description is optional detail that prints under the name. This is where you set expectations and head off "I thought that included the insides" arguments.

9. Quantity is the default that gets added when someone picks this item. Usually 1.

10. Price ($) is your standard price. It stays editable on individual jobs, so this is a starting point rather than a rule.

There's also a category dropdown at the top of the panel if you opened the panel from the wrong place, and a photo upload for a reference image.

11. AI Write

Next to the description is an AI Write button. It drafts a description from the item name so you're editing instead of staring at a blank box.

Read what it writes before saving. It's a decent first pass, not a final one, and it doesn't know your scope of work.

12. Create Line Item

The item lands in the category table with columns for Item, Description, Qty, Price, Total and Actions. The category header updates its count and average price.

Checklist Templates

The second section on this page, "reusable technician tasks by template". New Template Group starts one, and Automation controls when they attach themselves to jobs. Both are covered in the Jobs & Scheduling collection, because they make more sense once you've built a job.

Tips and gotchas

• Price the things you sell most first. Ten accurate items beat sixty guesses.
• Descriptions prevent arguments. Spelling out what's included is cheaper than discounting later.
• Prices are defaults, not locks. Change them per job without touching the price book.
• Read AI Write's output. It doesn't know what your scope excludes.
• Categories are for grouping, not detail. If you're adding a category per price point, you want items instead.

Next up: Inviting your team