Guide 17

Your Price Book: price it once, use it on every quote

Price an item once, quote it on every job after

The problem

Every quote you retype the same items and price them from memory: ninety dollars on one, one-ten on the next. The client holding both notices.

What Zeus does

The Price Book holds your saved rates, parts and fees. Every item autocompletes into quotes and invoices with its unit and price already filled.

Do this

Start on Price Book

  1. More

    Same items retyped, price drifts

    Look at Home

  2. Price Book

    Open the Price Book

    Look at Add Saved Item

    Your Price Book: price it once, use it on every quote, Price Book
  3. Add Saved Item

    A smoke alarm, supplied and fitted

  4. Fill inItem Name · Item Category · Unit · Price

    Name the item

    Look at Save

  5. Save

    One price, every time

    Look at Smoke alarm — supply & fit · $95.00

  6. Docs

    Scroll to Neil Chartrand · Interior Repaint

    Look at Edit on a Computer

    Your Price Book: price it once, use it on every quote, Docs
  7. New Quote

    Now a new quote

  8. Add Item

    Type "smoke"

  9. Smoke alarm — supply & fit

    Smoke alarm, supply & fit

    Look at ea

  10. Add

    Entered once, quoted everywhere

    Look at new line under LINE ITEMS

You now have

Entered once, and quoted on every job after that.

All 5 guides in Price Book, inventory & costs