Customers & Sales | Workspace
Build and maintain the Price Book
Create reusable services and materials so estimates stay clear, consistent, taxable, and profitable.
Sign in to your company workspace to use the related controls.
What this section includes
- Services and materials
- Units and quantities
- Taxable and discountable settings
- Optional add-ons
- Customer visibility
Start-to-finish instructions
Plan the catalog
Group services, labor, materials, fees, and optional add-ons in a way staff can understand.
Create an item
Write a customer-friendly name and description, choose unit and base price, and add internal cost when available.
Set behavior
Choose taxable, discountable, optional, or hidden-from-customer settings carefully.
Test on an estimate
Add the item, change quantity, apply allowed tax or discount, and preview the customer proposal.
Maintain the book
Review pricing regularly, retire duplicates, and keep old transaction history intact.
What success looks like
- Staff can add consistent items without rewriting scope.
- Customer totals and descriptions calculate as expected.
Common problems
- Do not delete an item just to change future pricing if old records depend on it.
- If tax is wrong, review both the item and company tax settings.