Price Book
The price book is the structured catalogue behind your Library. It is where you define unit costs and sell rates once, then pull them into estimates, quotes, and job costing so pricing stays consistent.
Switch to Library and choose Price book mode (as opposed to Templates). Within the price book you will see views such as:
- Resources — base building blocks: materials, labour rates, plant, equipment, and similar lines.
- Compounds — bundles that combine several resources into one line (e.g. a standard m² rate built from material + labour).
- Work items — standard work packages built from resources and/or compounds for quoting faster.
- Activity builder — compose reusable activities or recipes that match how your team thinks about work phases.
Navigation uses the views in the Library UI (and query parameters in the URL). Use search in the app if you have a long list.
How it connects to quotes
- Maintain resources and compounds with realistic rates.
- Build work items or activities your estimators already recognise.
- On a job, when you add lines to an estimate or quote, pull from the Library instead of typing free text each time.
- Override on the job only when the situation is genuinely one-off.
Workspace defaults
Admins can tune Library defaults under Workspace settings → Library—see Workspace settings for where that fits alongside taxonomy and numbering.
Related: Library overview · Templates · Quotes