Build your price book

The catalog is your price book, and it is the single most load-bearing screen in the app. Proposals match against it, the instant estimator prices from it, and your booking page gets its list of bookable services from it. If those three feel empty or wrong, this is nearly always why.

How it is organised

Three levels, and the distinction matters:

• Product types — the categories you sell. “Central A/C systems”, “Onsite roof assessment”. A type carries the custom fields and the unit its items are measured in.
• Items — the actual priced lines inside a type. A type like “Central A/C systems” holds one item per tonnage and heat-type combination you sell.
• Packages — Good/Better/Best bundles built from items, used by the estimator and by tiered proposals.

Services and Products are separate tabs, and it is not cosmetic

The catalog has a Services tab and a Products tab, and the tab you create a type on decides its kind.

That one fact explains the most common confusion in the app: only types classified as a Service appear on your booking page. If a service is missing from Bookable services under Booking page, it was created on the Products tab.

Note

There is a fallback for older workspaces: a type with no kind set is treated as a service if its name or description reads like one — service, labor, maintenance, repair, tune-up, inspection, diagnostic, plan, cleaning — or if every item in it is priced as labor hours. Anything you create now gets its kind from the tab, so this only matters for types that predate the two tabs.

Pricing an item

Each item has a pricing mode, and this decides how every other part of the app treats it:

Mode	What it means	Use it for
Flat	One price for the job	Installs, fixed-scope work
Per unit	A rate, multiplied by a measured quantity	Roofing per square, fence per sq ft, gutter per foot
Labor hours × rate	Hours times your hourly rate	Diagnostics, hourly repair

Caution

Items priced as Labor hours are ignored by the instant estimator, along with anything priced at $0. An estimator that returns “Could not build your quote” is usually a catalog where everything is labor-priced or unpriced. If you want labor quoted publicly, it needs a flat or per-unit item.

Per-unit is the one to get right. On a per-unit trade the estimator multiplies your rate by what it measured, so the number you type is a rate, not a total. $425 per square, not $12,000 for the roof.

Good / Better / Best

Each item can be marked Good (entry / single-stage), Better (two-stage) or Best (variable speed). This is not decoration: it orders the instant estimator’s options and the tiers on a proposal.

Mark at least two items in a type and the estimator uses your marking. Mark none and it falls back to ordering by price, which usually works but gives you no say in it.

Custom fields

A type can carry up to six fields — Tonnage, SEER2, Zones, Line-set length, Voltage, Filter size. Each is a number, a select with fixed options, or a toggle. Fill them in on items and the estimator can match the right item to what a customer described, rather than guessing from the name.

Let AI write the price book

Build catalog with AI is the fastest way from nothing to a working catalog. Two ways to use it.

From a description

Describe the business and it returns product types, custom fields and priced items, all editable before you save.

HVAC company — central A/C system installs (2–5 ton), ductless mini split
installs (1–3 zones), furnace repair, duct cleaning, and annual maintenance
plans.

Roofing company in Phoenix. Architectural shingle tear-off and replace, tile
repair, flat roof coating, and emergency leak calls. Price shingles per square.

Fencing — cedar privacy fence, chain link, wrought iron, and gate installs.
Price the fence line per square foot and keep gates as flat items.

Plumbing service company. Water heater replacement (40 and 50 gallon, gas and
electric), drain cleaning, repipe, and leak diagnostics at an hourly rate.

You also choose:

• Suggest market prices — realistic US pricing, with cost filled in at roughly 55–70% of price so your margins are not zero on day one
• Leave prices at $0 — the structure only, for a shop that wants to type its own numbers

And you can give it your hourly rate, which it uses for anything it prices as labor.

From a supplier catalog or parts list

This is the underused one. Upload a PDF, CSV or image — up to 10 MB — and it extracts the real products, model numbers, specs and prices and turns them into types and items. It prefers the document’s own naming and pricing over anything invented, and uses model numbers as the SKU.

Add notes alongside the file to steer it:

Only import the 14 SEER2 systems, mark up 40%

Just the water heaters. Use the list price as my cost and set price at cost
plus 55%.

Import the shingle lines only — skip accessories and anything discontinued.

Adding to a type you already have

Open a type and use Suggest items instead. It works on that one type only, reuses its existing fields, and adds items you have not already got.

Tip

It is told what is already in your catalog and asked not to duplicate it, so running it a second time expands the price book rather than doubling it.

What it aims for each time: three to six product types, up to eight items per type, up to six fields per type, and real industry naming a contractor would recognise — “3 Ton 14.3 SEER2 Central A/C — Installed”, not “AC Unit Large”.

Packages: Good / Better / Best as a bundle

Packages groups items into a family — say “3-Ton Gas Split System Replacement” — holding up to three packages, one per tier, each with its own lines, selling points and warranty.

Each package is priced one of two ways:

• Roll-up — the sum of its lines, so editing an item price updates it
• Fixed — a set price regardless of what the lines add up to, for when you sell a number rather than a breakdown

A package family is what the instant estimator uses when you select one under Good / Better / Best options, and it is what makes a tiered proposal read like a real offer rather than three prices.

What good looks like

• Services on the Services tab, so they reach your booking page
• Nothing important priced at $0 or as labor-only, or the estimator cannot quote it
• Per-unit items carrying a rate, not a total
• At least two items per type marked Good/Better/Best
• Custom fields filled in on items, so the estimator can match rather than guess