One catalog for every estimate, invoice, and quote
Define your services and products once, then pull them into estimates, invoices, and technician quotes with consistent pricing. Hierarchical categories, item images, and dynamic pricing keep your catalog organized as it grows.
A structured catalog that grows with you
Everything your team needs to price consistently and quote accurately — in one place.
Hierarchical Categories
Organize items into categories and subcategories with display ordering and active/inactive control.
Item Codes & Pricing
Unique item codes per company with base cost, list price, and rich HTML descriptions.
Good / Better / Best Options
Attach multiple pricing tiers to any item with fixed, percentage, or markup adjustments.
Item Images
Upload multiple images per item with display ordering. Visible in estimates and the catalog.
Required Skills
Link items to skill requirements so the system can validate technician assignments.
Appointment Templates
Associate items with templates that define default checklists, durations, and scheduling rules.
Nested categories keep pricing tidy
Create top-level categories and nest subcategories beneath them. Each category has a display order and active/inactive toggle so your catalog stays clean as services are added or retired.
Parent / child nesting
Subcategories group related items under a top-level heading
Display ordering
Control the sequence items appear in estimates and the portal
Active / inactive toggle
Retire old items without deleting pricing history
Example catalog structure
Good
$1,450
Base price
Better
$1,850
+$400 fixed
Best
$2,400
+65% markup
Good, Better, Best pricing built in
Attach multiple pricing options to any catalog item. Set a fixed price, percentage markup, or dollar adjustment per tier. Flag one as recommended and add feature highlights so your team presents clear choices to every customer.
Every detail on every line item
Each catalog entry carries the data your estimates, invoices, and field quoting need to stay accurate.
Whole-House Repipe - Copper
Full copper repipe for residential properties up to 2,500 sq ft.
Item Code
PLB-RP-001
Base Cost
$4,200.00
List Price
$8,500.00
Category
Plumbing > Repiping
Duration
16 hours
Skills Required
Advanced Plumbing
Feature Highlights
From catalog to estimate to invoice
Dispatchers pull items into estimates. Technicians browse the catalog on-site to build field quotes. Approved estimates convert to jobs and invoices — all carrying the original price book data.
Catalog selection
Dispatchers or technicians search the catalog and add items to an estimate or quote draft.
Customer-ready estimate
Line items pull pricing, descriptions, and option tiers from the price book automatically.
Approval and conversion
Approved estimates convert to jobs and invoices with consistent pricing carried through.
Equipment auto-creation
Configured items generate equipment records on job completion — no duplicate entry.
Visible to the people who need it
Your catalog is not limited to the back office. Control who sees your pricing and when.
Customer-facing catalog
Optionally expose your catalog in the customer portal. Clients browse available services and request quotes without a phone call.
Customer portalTechnician field quoting
Technicians browse the catalog on-site to build quotes with accurate pricing. Quote drafts save automatically and convert to formal estimates.
Estimates & quotingDynamic pricing formulas
ProOn the Enterprise plan, define pricing formulas with components like base cost, material cost, labor hours, and markup percentage. When a formula changes, all linked items are recalculated automatically with a full audit trail and rollback support.
Connected features
Your price book feeds into estimates, invoices, scheduling, and more across the platform.
Estimates & Quoting
Pull price book items into professional estimates with approval workflows.
Learn moreInvoicing & Payments
Line items carry catalog pricing into invoices for consistent billing.
Learn moreEquipment Tracking
Price book items auto-create equipment records when jobs complete.
Learn moreAnalytics & Reporting
Profitability reports use catalog cost data for accurate margin calculations.
Learn moreBuild your catalog once, use it everywhere
See how a centralized price book keeps your pricing consistent across estimates, invoices, technician quotes, and the customer portal.