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Chapter 9 · Guide 9.4

Manage your price book and service catalog

Organize flat-rate services, materials, standard labor hours, and tiered pricing options.

6 minute readVerified August 29, 2026
OwnerOffice staff

At a glance

Use this guide when

Standardizing flat-rate services, setting material costs, labor hours, and tiered upsell options.

Best practice

Archive outdated line items rather than deleting them to preserve past quoting records.

Watch for

A price book rate is a baseline; site conditions and complexity still require estimator review.

01

Build standardized trade line items

  1. Open Price Book and click "Add Service".
  2. Enter item name, customer-facing scope description, category, and base price.
  3. Add estimated material costs and labor hours for accurate gross margin tracking.
  4. Create Good/Better/Best tiers for upsell recommendations.
02

Import spreadsheets or snap photos with AI OCR

  1. Go to Price Book → "Import CSV, Excel, or Photo / OCR".
  2. Upload a spreadsheet (.csv or .xlsx), paste rows directly, or snap a photo of a printed rate sheet / laminated service menu.
  3. AI OCR scans the photo and extracts service names, prices, units, and descriptions automatically.
  4. Preview the matched columns and click "Import services" to populate your catalog in one click.
03

Archive obsolete items safely

Archive outdated price book items rather than deleting them. Archiving preserves historical quoting records on past jobs while removing items from new quote builders.

Completion check

Confirm before moving on

Use these checks to make sure the dashboard and the real-world workflow agree.

  • Standard trade services, descriptions, and base rates are configured.
  • Estimated material and labor hours are attached for gross margin tracking.
  • New quote drafts populate items accurately from the price book catalog.

Troubleshooting

When the workflow doesn’t look right

Price change did not update on an existing quote.

Existing sent quotes preserve their agreed pricing. New quotes will automatically pull the updated price book rate.

Rate sheet photo OCR missed some items.

Ensure good lighting, avoid glare on laminated sheets, or upload a clear high-resolution image.

Keep going

Related guides

Build and send a professional quoteAssemble line items, configure deposits, attach photos, and understand the destructive nature of quote edits.Read revenue reports, job costing, and gross marginsAnalyze project gross margins, revenue by trade service, and crew labor efficiency.Import existing business data, clients, and price booksMigrate client lists, leads, price book items, and past jobs from spreadsheets or legacy software.Track job expenses, receipts, and supply costs with AI OCRCapture material receipts from your phone camera, extract line items with AI OCR, and assign expenses directly to jobs for real-time margin tracking.
Manage your price book and service catalog | Dashboard User Manual · Let's Get Quoted