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Estimates, invoices and payments
Setting up your price list
Set your prices once so the forms fill themselves in.
This is the setup step that pays for itself fastest. It is unlimited on every plan — a price book with a cap is not a price book.
Adding an item
- 1Open the Price list.
- 2Add the service name, a description and a price.
- 3Group it into a category if you have a lot of them.
Where it shows up
Pick a service on an estimate, an invoice or a job and the description and price arrive with it.
Putting your rates up
Change the item. Every new quote uses the new price. Anything already sent is untouched.
One-off prices
You can still override a price on any individual job. The list is a starting point.
More in estimates, invoices and payments
Still stuck?
Email us and you will get a reply from the people who built it, within one business day on every plan.
Contact us