Add and change items

In the app: Price book tab → New

Your price book is the list of things you charge for: labour, materials and anything else. Every quote is priced from it. The AI never sets a price: it only picks items from your book and counts how many.

Add an item

1. On the Price book tab, tap New.
2. Enter the Name, and a Description if you want one printed under it.
3. Choose the Type: Labour, Material or Other.
4. Choose the Unit, like hour, day, m², sq ft or each.
5. Enter the Price per unit. You can leave it empty and fill it in later; the item then shows No price.
6. In the US and Canada, the Taxable switch says whether sales tax is added to the item.
7. Tap Save.

Quebec businesses name each item in French, under Name in French, and can add Name in English for customers who ask for English. See Jobs in Quebec.

US: “Taxable to be safe”

Starter items in the US get their taxable setting from your state, trade and the item’s type. Where we couldn’t confirm your state’s rule, the item says Taxable to be safe. Check your state’s rule and set the switch yourself.

Change a price

Tap an item to change it. A new price is used on new quotes and on drafts you add the item to. Quotes and invoices you’ve already sent don’t change.

You can also save a price from a quote: when you change an item’s price on a quote, Quotebird asks whether to Save to price book or keep it for Only this quote.

Archive an item

Open the item and tap Archive. Archived items are hidden from the list and from new quotes, and Restore brings them back. Items are never deleted, because sent documents may use them. The Archived tab lists them.