My Roof CRM

Add and edit product items

Create a product with name, unit and description, set material and labour costs with a margin or type a manual price, mark tax-exempt items, and edit existing rows.

Beginner 6 minOwner / manager, Office & admin staff· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideScriptChecklist

Each item has a name, a unit, a description and a price. The price can be calculated from Material + Labor + Margin, or typed directly as a manual override. Tax-exempt items are skipped when quote taxes are applied.

By the end you can

  • Add an item with automatic pricing
  • Switch an item to a manual price and back
  • Mark an item tax exempt and edit it later

Step by step

  1. Open Add item/pricing/productlist

    On the product list click "Add item".

    You should see: Dialog "Add Price Detail" with Name, Unit, Description, a "Price adjustment" block (Material, Labor, Margin, Price) and a "This item is tax exempt" checkbox.

  2. Name, unit, description/pricing/productlist

    Type a Name such as "Architectural shingles", choose Unit SQ, and a short Description.

    You should see: Unit options: SQ, SQFT, LF, EA, GAL, HR, BDL, PCT, RL, BX.

  3. Price from costs/pricing/productlist

    Enter Material and Labor costs per unit and a Margin percentage.

    You should see: The dialog reads "Automatic pricing is active. Price updates from Material + Labor + Margin." and shows "Calculated from costs: $X".

  4. Or type a manual price/pricing/productlist

    Type directly into Price.

    You should see: "Manual price override is active…" appears with a "Use calculated price" button to revert.

  5. Tax exempt and save/pricing/productlist

    Tick "This item is tax exempt" for labour-type items if your taxes apply to materials only. Click "Save".

    You should see: The item appears in the table. Opening it again shows "Edit Price Detail" with an "Update" button.

Tips

  • Price changes apply to items added from now on; review existing quotes if they should pick up the new price.

Related lessons

The product list: your default pricing catalog

What the product list is, how quote items pull from it, what each column means, and the plan limits on how many items you can keep.

Price list & pricingBeginner5 min

Pricing methods: automatic vs manual, and quantity formulas

Understand how automatic pricing is computed, when a manual override makes sense, and attach a quantity calculation so a product's quantity comes from roof measurements.

Price list & pricingAdvanced10 min

Taxes: required and optional rates

Add tax rates, mark up to two as required so they apply to every new quote, and see how tax-exempt items and optional taxes behave in the quote editor.

Settings & integrationsIntermediate5 min

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