Price Book

Short: Maintain services and categories for consistent quotes and job billing.

Managing Services

Location: Price Book page

Steps

1. Add Service → name, description, price, unit, category, cost.
2. Mark active/inactive.
3. Organize services into categories (Plumbing, Electrical, HVAC).

Benefits

• Faster estimate creation, consistent pricing, profit tracking.

Using Price Book

• During estimate or job creation, click Add from Price Book, choose service, adjust quantity and price if needed.

Updated on: 11/01/2026