Using the Catalogue in Quotes

The catalogue helps you create quotes faster by reusing saved materials, labour and services.

Instead of manually entering the same information every time, items can be added directly from your catalogue, helping keep pricing consistent across your business.

What Is the Catalogue?

The catalogue is your library of reusable pricing items.

Items can be organised into folders and categories, making it easier to find commonly used materials, labour and services when building quotes.

As your catalogue grows, creating new quotes becomes quicker because frequently used items are already prepared and ready to use.

Finding Items

When adding items to a quote, the catalogue picker allows you to:

• Search for items

• Browse folders

• Filter by category

• View saved pricing information

This makes it easy to locate the correct item without manually creating it again.

Adding Items to a Quote

Catalogue items can be added directly to a quote from the item picker.

Depending on the item, information may include:

• Item name

• Material cost

• Labour time

• Markup

• Selling price

Once added, items become part of the quote and contribute to the overall total.

Materials & Labour

The catalogue supports both material and labour items.

This allows quotes to provide a more accurate representation of the work being proposed while helping maintain consistent pricing across multiple customers and jobs.

Quantities & Adjustments

After items have been added to a quote, quantities can be adjusted to match the requirements of the work.

Quote totals update automatically as items and quantities change.

This makes it easy to adapt saved pricing to suit individual jobs.

Estimated Fit Time

Many catalogue items can include estimated fit time.

Fit time helps estimate how long work is expected to take and contributes to the overall labour time shown within the quote.

Using fit times consistently can help improve planning and create more accurate quotes over time.

Building Faster Quotes

The catalogue becomes more valuable every time it is used.

By storing common materials, labour and services, you can reduce repetitive data entry and create quotes more quickly while maintaining consistent pricing across your business.