TRANSCRIPTION

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--- CLIP 9: Catalog ---

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[00:15:36]

finally we have the catalog which we skipped over earlier and in the catalog is where your material pricing will live all right now this catalog you really don't have to worry about right now i wouldn't spend much time going through this right now really you can update this as you're writing your estimates okay

[00:16:22]

so as you're writing an estimate you can update your material pricing and that is going to save back into your catalog to make that really simple and easy for you to just update what you need as you go now with that being said we do highly recommend you to get price lists from your suppliers and import those into the system and how that works is you're going to call your supplier ask them to send you a price list this could either be an excel csv a google sheet or it could be a pdf you're going to get those price lists from your supplier with the contractor pricing and then you're going to import those into your catalog now if you feel comfortable importing them yourself there's an import button right here in the catalog to import you're just going to find the

[00:17:10]

specific category that you want to import into additionally you can send over those price lists to our support team now our email is support at zevbit.com i'm going to show you guys here on our website you can go to our website at any time zevbit.com right here and you can click contact us and you'll see our support email right here support at zevbit.com so feel free to send over any price list you have to this email and we can assist with importing those into your account in the catalog you can search for any items you need you also scroll through the different items here for example you can see the pavers are here and you can see some default different items that are in the pavers

[00:17:59]

so feel free to select any of these if you need to delete them you can also click on them to edit all right so if you click on the name here you can edit this and change that adjust your cost update that you can also add new options as well or like i said you can import the price list so if you get a list from your supplier of all the pavers you just import that in it makes it super simple we don't have to worry about manually updating this right anytime you get updated price list in the future as well you can also import those and update your pricing so that's how the different categories work here in the catalog and that is going to be kind of getting you initially set up with the different settings and options to start setting up your account

[00:18:48]

in the next video we're going to be covering the budget module and how you can create a budget to recover your overhead and then we'll go on to creating a client and writing an estimate together if you guys have any questions at any time please click on this chat button in the bottom corner and send us a message here to our support team we're happy to help with any questions you have thank you