Overview
The Price List tab in your ProLine account serves as your centralized catalog of all pricing items and services. These items can be added to quotes, orders, and templates across your company. ProLine provides a default set of generic materials out-of-the-box, which can be customized to meet your specific operational needs.
Accessing the Price List
To access the Price List:
Click the hamburger menu in the top-left corner of your screen.
Select Company Settings.
Navigate to the Price List tab.
Managing Price Lists by Location
By default, you will land on the Company Default price list.
Use the dropdown in the top-left corner to:
Switch between different locations.
Set custom pricing per location (ex: for different states or markets).
This is especially helpful when:
Costs vary by region
You operate across state lines
You want separate price lists tied to specific office locations
Filtering the Price List
At the top of the Price List tab, you can:
Search by name
Filter by Type - all items associated with that type will appear
Filter by Template - all items associated with that template will appear
Understanding Price List Columns
When viewing your price list, you'll see several key columns:
Item Name: Name of the material or service.
Margin: Profit margin applied to the item.
Type: This reflects the cost category (Labor, Material, Permits, Rentals). [See the linked article on Cost Categories for more info.]
Cost: What this item costs you as the contractor.
Per Unit of Measurement: What is the unit you want this item to be calculated at; per square (SQ), per bundle (BDL), per foot (LF), Each (EA).
Additional Options
Calculator
Clicking the calculator icon will open a pop-up, the Quantity Calculation Editor, which allows you to define how quantity is calculated for each item.
You will configure:
Measurement: Select measurement fields and sub-calculations. If multiple are selected, they will be added together.
Coverage: How many units of the selected measurement(s) one of this item can cover.
Waste Factor: The additional percentage added to the quantity before rounding up, to ensure you have enough to account for waste/errors. Be careful not to stack this with a waste factor on sub-calculations, which can lead to compound waste factor errors.
You can choose from:
Static % waste - This is the waste percentage that you want applied to every time no matter what.
Measurement based waste - This is where you can choose which measurement item you want the waste based off of on each project.
Most commonly used is “Waste %”, as this allows the recommended waste percentage per project as they are all different.
Minimum: If calculated quantity is less than this minimum, then the minimum will be used instead.
Test Calculation: Input values to verify the result of your formula and cost.
Tip: Set up your measurement attributes first (linked in this article), as they are used here.
Pencil
Click the pencil icon to:
Rename the item.
Add a Quote Description and/or Order Description that will display on your documents.
Price list Variations (Three-Line Icon)
Each item listed within your price list tab in ProLine includes a three-line icon on the right-hand side, referred to as the Variations button. This feature allows you to define different versions of the same item, most commonly used for options like color, size, or material finish.
Accessing the Variations Feature
When you click the three-line Variations icon for any price item, a pop-up window will appear. At the top, you’ll see the heading "Variations of [Item Name]", indicating which item you’re currently editing.
Step 1: Entering a Descriptive Label
The first required field is the Label, which appears to your clients on both the quote PDF and during the signing process. This is a critical field and should be clear and specific.
Important: Although this feature is commonly used for color options, if you reuse a generic label like "Color" across multiple products (shingles, drip edge, gutters), your clients won’t know which variation applies to which item.
ProLine Best Practice: Use the item name as part of the label to avoid confusion. For example:
Landmark Pro - Color
Drip Edge - Color
Gutter Size
This ensures your clients can easily distinguish which selection applies to which product.
Step 2: Adding Variations
Once the label is set, the Variations list will be available just below. Initially, this list will be empty.
Click Add Variation to open a new field.
Enter the name of the variation (e.g., Weathered Wood, Moray Black, Colonial Slate).
Click Create to add it.
You can add as many variations as needed. These can represent different colors, sizes, finishes, or any other selectable option that does not affect pricing.
Managing Variations
You can edit the name of any variation at any time by clicking into the field.
To delete a variation, simply click the trash can icon next to it.
Supplier Connection
Click the plug-in icon to link a price item with a supplier (currently ABC Supply and QXO supported).
To use:
Ensure your ABC Supply or QXO integration is active.
Return to price list and link the item.
IMPORTANT NOTE: Only (1) supplier can be linked to a line item.
Deleting Price Items
Click the trash can icon to delete a price item.
You will be prompted to type DELETE to confirm.
This is a soft delete, meaning it is not fully removed from your account as those items deleted still are attached to quotes but it will remove the deleted line items from being used moving forward.
These items can always be restored but selecting “View Deleted Prices”, and selected the backwards arrow on the selected line item.