Build a price list with the catalog
Save reusable products and services to add to quotes and invoices fast.
Before you start
- You're an Owner or Admin to manage the catalog.
The catalog is your reusable price list. Save the products and services you sell once, then drop them onto quotes and work orders instead of re-typing them every time.
Add a catalog item
- 1In the left menu, click Catalog, then New item.
- 2Kind (required)What type of item it is — e.g. Labor or Material.
- 3Name (required)What it's called, plus a default price.
- 4Optionally set a default cost (your cost, for profit tracking) and a tax group. Click Create item.
Use it on a quote or work order
When you add a line item, pick from your catalog to fill in the description and price automatically — you can still adjust them for that job.
Note · Catalog items are archived rather than deleted, so past quotes and invoices that used them stay intact.