How to build your price book

Find your Pricing Library

On a computer it’s Pricing Library in the left-hand menu. On your phone, open the Work menu and tap Products.

You can also get there from Quotes — tap the ⋯ button next to the + and pick Pricing Library.

Add a product or labour item

1. 1
   Tap the blue + (Add item) at the top of the Products page.
2. 2
   Under Type, pick Product, Labour or Kit.
3. 3
   Give it a Name (e.g. Downlight — supply + install) and a price.
4. 4
   Add a Description if you like — it’s the detail that goes onto the customer’s quote line.
5. 5
   Pick a Section so it’s grouped with similar items, and add a photo if you have one.
6. 6
   Tap Add to library.

Build a kit

A kit bundles products and your labour into one line on the quote — handy for things you quote the same way every time.

1. 1
   Tap + and set the Type to Kit.
2. 2
   Add the products that go in it under Products in this kit.
3. 3
   Set the labour, then choose a Kit price: Products + your rate (works it out for you) or Fixed price (one number, products and labour included).
4. 4
   Save it. Kits show with a KIT badge, and you can find them fast with the Kits filter.

Import your price list from Excel or CSV

1. 1
   On the Products page, tap Import.
2. 2
   In Excel, save your price list as a CSV (File → Save As → CSV).
3. 3
   Tap Choose CSV file and pick it. Not sure of the layout? Tap Download a template CSV first.
4. 4
   Check each row. Rows that match one of your items update its price; anything else is added as a new product.
5. 5
   Confirm the import.

Keep it tidy

• Use the search bar, Filter and Sort to find items quickly.
• Export downloads your whole list as a CSV.
• Archive items you don’t use any more — turn on Show archived under Sort if you need one back.