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.
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.
Rough runtime
2:51
Scenes
6
Lesson
5.1 · Price list & pricing
File name
05-01 product-list-explained.mp4
Before you record
- A product list with 30 to 50 realistic roofing items.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: The product list: your default pricing catalog | /pricing/productlist | Title card, then the first screen of the lesson. | The product list is the backbone of consistent quotes. Let us see what is in it and how quotes use it. |
| 1 | 0:2034s | Open the product list | /pricing/productlist | Click "Price list" in the sidebar. | Price list in the sidebar opens your catalog. Everything your quotes can be built from lives here. |
| 2 | 0:5434s | Read the columns | /pricing/productlist | Read the table: Name, Description, Price, Unit, Measurement, plus "Calculation" and edit actions per row. | Name, description, price and unit. SQ is a roofing square, LF linear feet, EA each, BDL bundle. The Measurement column shows if a quantity formula is attached. |
| 3 | 1:2834s | Search | /pricing/productlist | Type "shingle" in the search box. | Search matches name, description or unit, so "LF" finds all your linear-foot items. |
| 4 | 2:0234s | 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. | Starter stops at 250 items, Pro at a thousand. The header count keeps you honest. |
| 5 | 2:3615s | Recap & next lesson | /pricing/productlist | Hold on the finished result, then the end card. | Next we add and edit items, including automatic pricing from costs and margin. |
Narration, in order
0. Intro: The product list: your default pricing catalog
0:00 · 20sTitle card, then the first screen of the lesson.
The product list is the backbone of consistent quotes. Let us see what is in it and how quotes use it.
1. Open the product list
0:20 · 34sClick "Price list" in the sidebar.
Price list in the sidebar opens your catalog. Everything your quotes can be built from lives here.
Show before cutting: 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
0:54 · 34sRead the table: Name, Description, Price, Unit, Measurement, plus "Calculation" and edit actions per row.
Name, description, price and unit. SQ is a roofing square, LF linear feet, EA each, BDL bundle. The Measurement column shows if a quantity formula is attached.
Show before cutting: Units are one of SQ, SQFT, LF, EA, GAL, HR, BDL, PCT, RL, BX.
3. Search
1:28 · 34sType "shingle" in the search box.
Search matches name, description or unit, so "LF" finds all your linear-foot items.
Show before cutting: The table filters by name, description or unit.
4. Know the limits
2:02 · 34sRemember: Starter allows 250 items; Pro and Beta allow 1,000. Over the limit, adding an item shows an error toast.
Starter stops at 250 items, Pro at a thousand. The header count keeps you honest.
Show before cutting: The item count in the header helps you track it.
5. Recap & next lesson
2:36 · 15sHold on the finished result, then the end card.
Next we add and edit items, including automatic pricing from costs and margin.
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.
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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.
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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.
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Create a second price list (retail, insurance, commercial), include products and override their prices, then point a proposal or layout at it.
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