A Price Book gives your team a centralized list of pre-built line items to pull from when building Proposals. Instead of entering prices and descriptions from scratch every time, you can standardize your offerings and keep estimates consistent across every job.
This feature is currently in Early Access; pricing and plan availability are subject to change. Creating and managing Price Book line items is only available on the web app.
On the web
Note: Only Admin and Manager roles can edit and manage Price Book line items. Standard and Restricted roles can access line items when building a Proposal.
Create Line Items
Click on the Payments Tab within the left-hand navigation menu.
Click on the Price Book Tab.
To add an item to your Price Book, click + Add Item.
Next, add a Name, Description, Unit Price, and Unit Type.
Once you're done, click Add Item to add it to the Price Book.
Save a Line Item from a Proposal to your Price Book
Note: All Users can save Line Items from a Proposal to the Price Book. Only Admins and Managers can edit or delete items once they're in the Price Book.
Open a Project and click on the Sales Tab.
Open a Proposal and navigate to the Line Items section.
Click on the Line Item you want to save to your Price Book, and toggle on Save to Price Book.
Click Save Item. If your Price Book already has an item with the same name, you'll be prompted to rename the item before saving.
Edit and Manage Line Items
Click on the Payments Tab within the left-hand navigation menu.
Click on the Price Book Tab.
Find the Line Item you want to manage and click on the Three-Dots Icon to the right of the item.
From here, you can click Edit to update the Line Item or click Delete to delete it.
Using a CSV Import to create a Price Book
Click on the Price Book Option under the Sales Tab within the left-hand navigation menu.
Click Import from CSV on the right side of the screen.
Drag and drop or browse for the CSV you'd like to add to CompanyCam. Select the file and then click Open to begin uploading the CSV.
Once the CSV has been uploaded, make sure your CSV column headers match the Price Book Fields of Item Name, Description, Unit Price, and Unit. This will ensure your CSV imports smoothly. Then click Import from CSV.
In the app
Save a Line Item from a Proposal to your Price Book
Note: All Users can save Line Items from a Proposal to the Price Book. Only Admins and Managers can edit or delete items once they're in the Price Book.
Open a Project and tap the Sales section.
Open a Proposal and scroll to the Line Items section.
Tap on the Line Item you want to save to your Price Book, and toggle on Save to Price Book.
Tap Save Item.
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