My Roof CRM

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.

Beginner 5 minOwner / manager, Office & admin staff, Sales rep / estimator· 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.

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The product list is the catalog every quote draws from: shingles, underlayment, labour, dump fees, with a unit and a price each. When you type an item name in the quote editor the app suggests matches from this list, so pricing stays consistent across reps.

Think of it as your default pricing. Additional price lists can override individual prices for specific proposals; the product list is the baseline.

By the end you can

  • Explain how the product list feeds quotes
  • Read the table columns and units
  • Know the item limits per plan

Step by step

  1. Open the product list/pricing/productlist

    Click "Price list" in the sidebar.

    You should see: Heading "Products & Pricing › Product List (default pricing)", a count of items, a search box "Search by name, description, unit", an "Add item" button and a paginated table.

  2. Read the columns/pricing/productlist

    Read the table: Name, Description, Price, Unit, Measurement, plus "Calculation" and edit actions per row.

    You should see: Units are one of SQ, SQFT, LF, EA, GAL, HR, BDL, PCT, RL, BX.

  3. Search/pricing/productlist

    Type "shingle" in the search box.

    You should see: The table filters by name, description or unit.

  4. Know the limits/pricing/productlist

    Remember: Starter allows 250 items; Pro and Beta allow 1,000. Over the limit, adding an item shows an error toast.

    You should see: The item count in the header helps you track it.

Tips

  • There is no per-item delete button. Remove items by downloading, deleting rows in Excel and uploading again (see the import lesson).

Related lessons

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.

Price list & pricingBeginner6 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

Import and export the product list (Excel)

Download the product list as an Excel workbook, edit prices in bulk, and upload it back. Understand that an upload replaces the whole list and how the ID column works.

Price list & pricingIntermediate7 min

Additional price lists and overrides

Create a second price list (retail, insurance, commercial), include products and override their prices, then point a proposal or layout at it.

Price list & pricingIntermediate7 min

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