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.
To access this feature, you must have the Payments feature set up within your account. If you haven't onboarded into Payments, here's how.
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.
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 Tab within the left-hand navigation menu.
Click Import from CSV on the right side of the screen.
Drag & drop or browse for the CSV you'd like to add to CompanyCam. Select the file and then click on Open to begin uploading the CSV.
Once the CSV has been uploaded, click Import from CSV
After you've created your Price Book, it's time to create a Proposal!
💡 Need more help?
Contact our Support team — we're here Monday through Friday.
The CompanyCam Community has real job-site examples, templates, and tips from crews using this every day. Jump in with a question or just browse.