Help Price Book
Setting up your price book
Build a three-level price book once so every proposal is a few taps instead of a blank page.
Your price book is the spine of Quotrr. Set it up once and every proposal stops being a blank page and starts being a few taps. The structure is three levels: Category, Subcategory, and Line Item. You quote from it, and Quinn pulls from it when it drafts for you.
The three levels
A Category is the broad bucket, like Concrete or Plumbing. A Subcategory narrows it, like Decking under Concrete or Pump under Plumbing. A Line Item is the thing you actually price and put on a proposal, like a square foot of broom-finish deck or a single-speed pump install. Build top down and you end up with a tree you can scan in seconds on a job site.
Start from a starter pack
You do not have to type the whole tree from scratch. Quotrr ships industry starter packs with the common categories, subcategories, and line items already laid out for your trade. Load one, then edit the numbers to match your real costs and margins. The pack is a starting point, not a price. Your prices are yours.
If you run pools, the pool starter pack covers the usual scope from excavation through plaster and equipment. See the pools page for what that trade looks like in Quotrr.
Included, Optional, and Upgrade flags
Every line item carries a flag that controls how it behaves on a proposal:
- Included is part of the base scope and the base number. The customer sees it as part of what they are buying.
- Optional is an add-on the customer can turn on or off. It is priced, but it only counts toward the total if they pick it.
- Upgrade swaps a better version in for an included item, like a variable-speed pump in place of the single-speed. It shows the difference in price, not the whole thing twice.
Flags let you send one proposal that does the work of three. The base scope is clean, and the customer builds their own job from the options you decided to offer.
Quantity pricing
A line item can price by quantity. Set a unit, like square feet or linear feet or each, and a unit price, and Quotrr does the multiplication when you enter the measured amount. If you walk a deck and measure 480 square feet, you enter 480 and the line totals itself. No mental math on a hot deck, no transcription error onto the proposal.
Why the structure pays off
The three levels are not bureaucracy. They are what lets you find a line item in two taps on a job site, what lets the customer read a proposal as a clear scope instead of a list, and what lets Quinn map a spoken site walk to the right items. A flat list of every price you have ever quoted is unusable in the field. A tree you organized once is fast forever. See Voice to proposal for how Quinn pulls from this tree, and Change orders for how you pull added items mid-job.
Keep it lean
Do not try to capture every job you have ever done before you send your first proposal. Build your five most common jobs, send work, and add line items as real jobs surface them. A price book grows into accuracy. See Getting started with Quotrr for the ten-minute version, and Saving proposal templates for turning a good bundle into something you reuse.
Still stuck? Email [email protected]. Back to the help center.