Articles tagged pricelist
Adding items to the price list
The price list is the catalog every estimate, job, and invoice pulls from. Building it carefully — clear names, right tax categories, sensible categorization — pays off forever; building it sloppily creates mess everywhe...
Importing a price list from CSV
Bringing in 100+ items from a spreadsheet or your old system? The import wizard matches your columns, builds your categories, checks every row before writing anything, and can undo the whole import. Here's the safe way t...
The visual estimate builder — big buttons instead of a long list
Build estimates and invoices on a tablet by tapping picture tiles for your categories and items, instead of searching a long dropdown. Turn it on per type of work.