Step-by-step guide

Save a reusable price

Reuse rates for work you quote often.

1. 1

   Open Price book and add a service or material.

2. 2

   Enter its unit and your rate, then save.

3. 3

   On a new estimate, choose Add from price book.

4. 4

   Review the rate for this particular job before sharing.

You can create your first estimate without setting up a Price Book.

Still stuck? Contact support.

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