Set up your price book

Your price book is the list of everything you sell. Each service has a price per unit — per square foot, per window, per hour, per visit, or a flat price per job — and what it costs you, so Recoatly can show your margin on every estimate.

New accounts start with a price book for the trade chosen at sign-up. Those prices are starting points, not advice: change them to match what you charge.

Add or edit a service

1. Go to Price book and click New service, or click a service to edit it.
2. Enter a Name and, if you like, a short Code.
3. Write the Description shown to the customer: what's included and what they can expect.
4. Choose a Category and what the service is Priced by — the unit.
5. Enter the Price per unit, Your cost and, if you have one, a Minimum charge. The margin updates as you type.
6. Set the Typical duration (min) and Crew size. Untick the tax box if the service is exempt.
7. Click Add service (or Save changes).

Tools

• Tools → Add a category creates a new group for your services.
• Tools → Adjust all prices raises or lowers every active service by a percentage — handy for a yearly price increase. Costs stay the same, and estimates and invoices you've already written keep their prices.
• Export downloads your price book as a spreadsheet.

Good to know

• Your price book feeds your website and instant quote, so a price change shows up there as soon as you save it.
• The minimum charge is applied when a customer prices a job with your instant quote. When you add a service to an estimate yourself, the line is simply quantity × price, so check small jobs against your minimum.
• Deleting a service that's on existing estimates or invoices marks it Inactive instead, so old paperwork still reads correctly. Inactive services don't show up when you build new estimates.
• Your cost should include labor and materials. Customers never see it.