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Manage the pricebook

The pricebook holds the services, parts, labour, and materials that populate estimate line items. You must create at least one category before you can add items.

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Before you start

  • Admin access is required to create or edit categories and items.
  • Go to Pricebook in the left navigation. The page shows the Pricebook tab (item browser) and the Configure tab (pricing tier settings).

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Create a category

  1. Go to Pricebook in the left navigation.
  2. Select Add Category.
  3. Enter a category name — for example, “HVAC Services” or “Plumbing Parts.”
  4. Save the category. It appears in the category list on the left.

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Add an item

  1. Select the category where the item belongs.
  2. Select Add Item.
  3. Fill in the item details:
    • Name — the label that appears on estimates.
    • Type — choose from: Other, Visit, Material, Parts, or Labour.
    • Price — the default selling price.
    • SKU (optional) — a stock-keeping reference.
    • Description (optional) — shown to customers on estimates.
  4. Set the item Status to Active so it is available in the estimate builder.
  5. Save the item.

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Edit or deactivate an item

  1. Select the item in the pricebook list.
  2. Edit any field and save, or change the status to Inactive to hide it from the estimate builder without deleting it.

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Filter and search items

Use the All Types filter to narrow the list to a specific item type (Other, Visit, Material, Parts, or Labour). Use the All Status filter to show only Active or Inactive items.

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Result / verify

New items appear in the All Items list and become selectable in the estimate builder under Add from pricebook. Inactive items do not appear in the builder.