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How Do I Use Price Lists in Project Estimates and the Workbook?

This article explains how Price Lists are used inside projects. It covers selecting items when building estimates, adjusting quantities and pricing, and adding items to the Workbook.

Where to Use Price Lists

To use a Price List on a project:

  1. Go to the Projects tab on your main dashboard.


      2.  Select the project you want to apply the Price List to.

      3.  Within the project, navigate to the Workbook tab.

      4.  In the Workbook, go to the Estimates tab.

       5.  Click Add Estimate.
    • The Estimate form will open, including sections for your Intro File, Closing File, and Line Items.



      6.  When you add a Line Item, the Price List linked to your company (or project) will                 appear.
    • Example: Choose Air Mover from the list.
    • Enter the Quantity.
    • Edit or confirm the Unit Price, Unit (e.g., day, each, square feet).
    • Add a Description (e.g., “per day”) if needed.
    • The estimate line will display Total with and without tax.



           7.   Click Next, and a pop-up will appear asking whether you want to:
      • Add to existing Workbook items, or
      • Replace all existing Workbook items.


         8.   Choose your preference, then click Save & Close to save the estimate or click                     Save & Send to save and send the estimate for signature.