Go to the hamburger menu > Company Settings > Quotes and open the Price List.
You can have separate price lists for different locations by selecting the location from the dropdown. This is rarely needed, but it's there if required.
You can import your price list via CSV if you want. This will create all new price list items, so it can’t be used for updating, but it can speed up the initial upload of your price list if you have it in CSV format.
To manually add a price, click Add Price, then add a name.
Fill out the price, unit of measurement, and whether or not it is a material or labor.
Repeat this until all your price list items are inputted.
You will need to update your pricing on this list periodically.
Each item on your price list has a description that you can set. This description will appear under quote line items created with the price list item, but they can also be customized for each individual quote. Add customer-facing descriptions as needed.
Each item in your price list also has a default quantity calculation used by all quote line items that reference it. This is edited using the Quantity Calculation Editor.
Support
If you encounter difficulties or have further questions, contact our support team through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.