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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

  1. 1Open the Price list.
  2. 2Add the service name, a description and a price.
  3. 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