Your catalog of what you sell and what it costs you. Organized by category, scoped per market, and the source of every rate on every estimate.
Categories Are The Structure
The price book is organized by category, and those are the same categories your tag palette and takeoff use. There isn't a separate trade layer to maintain — a category is the folder, and an item lives in one.
That shared structure is what lets a tag on the canvas find its product, and what lets takeoff group measured quantities into estimate lines without any mapping step in between.
- Categories are the folders; there is no trade layer above them.
- The same categories drive tags, takeoff, and pricing.
- One scoped catalog surface, with a book switcher in the header.
One Book Per Market
Price books belong to markets. A job in one city can price differently from the same job in another, which is the whole reason markets exist for a contractor running more than one branch.
Switch markets and you're editing that market's book. Assemblies are pinned to the book they were built against, so an identically-numbered item in another market's catalog can't quietly change a bundle's scope.
- Each market has its own price book and tag categories.
- The market switcher decides which book you're editing.
- Assemblies pin to their owning book.
Four Kinds Of Item
Materials are things you buy and install. Labor is time. Fees are fixed charges. Markups are percentage lines you add on top.
The kind decides what an item needs before it's usable — a material needs a category and a coherent measurement, while a fee needs little more than a name and a price.
- Material · Labor · Fee · Markup.
- The kind determines what setup an item requires.
- Inactive items stay in the book with their history intact.
Getting Started
You don't have to build a book from nothing. Trade templates seed a starting catalog you then adjust to your own costs, and an import brings an existing spreadsheet in with a preview of what will land before it lands.
Bulk updates handle the annual reality of supplier increases without editing items one at a time, and an audit log records every price change — which matters when someone asks why a number moved.
- Trade templates seed a starting catalog.
- Import with a preview before committing.
- Bulk update for across-the-board changes.
- Every price change is recorded in the audit log.
Pro tip: Update the book quarterly rather than when you notice a job lost money. Material costs move constantly, and a book that's a year stale is quietly pricing every estimate wrong.