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Setting up your price book

Build it once and every proposal stops being a blank page.

The price book is the spine of Quotrr. The structure is three levels: Category, Subcategory, Line Item. You quote from it, and Quinn pulls from it when drafting.

The three levels

A Category is the broad bucket, Concrete or Plumbing. A Subcategory narrows it, Decking under Concrete, Pump under Plumbing. A Line Item is the thing you price and put on a proposal, a square foot of broom-finish deck, a single-speed pump install. Build top down and you get a tree you can scan in seconds on a job site. A flat list of every price you ever quoted is unusable in the field. A tree you organized once is fast forever.

Start from a starter pack

Quotrr ships industry starter packs with the common categories, subcategories, and line items already laid out for your trade, including a pool pack that runs from excavation through plaster and equipment. Load one, then edit the numbers to your real costs and margins. The pack is a starting point. The prices are yours.

Included, Optional, Upgrade

• Included is base scope, part of the base number.
• Optional is an add-on the customer can turn on or off. Priced, but only counted if they pick it.
• Upgrade swaps a better version in for an included item, a variable-speed pump for the single-speed, and shows the difference in price, not the whole thing twice.

Flags let one proposal do the work of three: a clean base scope plus options the customer assembles themselves.

Quantity pricing

Set a unit, square feet, linear feet, each, and a unit price. Measure 480 square feet of deck, enter 480, and the line totals itself. No mental math on a hot deck, no transcription error onto the proposal.

Keep it lean

Build your five most common jobs, send work, and add line items as real jobs surface them. A price book grows into accuracy. From here, see Voice to proposal for how Quinn maps a spoken site walk to this tree, and Saving proposal templates for turning a good bundle into something you reuse.