After clicking into the Price Book master tab on the top left hand corner of your Dashboard you will now see the Materials tab
To get started click + Category to begin setting up your materials, you will be able to nest these categories as you can for services
Pro Tip: If you are a multi-industry Pro, you can base off your material categories by the industries you serve. Ex. "Plumbing Materials" category
How to Edit
Editing your Material Category or Sub-category
Click on the pencil icon on the top right hand category of the category name you would like to change to edit the name of the category or edit the image in your Visual Price Book.
Editing a Specific Material
Click the 3 stacked dots of the item you are looking to edit.
Click Edit on the menu box to begin editing your material item.
How to Move
To move a category or sub-category of materials to another category, click the 3 stacked dots to the right of the material and then click move location
Select the materials that you want to move with the checkboxes to the left. Select the checkbox at the top to select all materials on that page
Select the category or sub-category you want to move the item(s) to
You will get a confirmation in the lower left that the item(s) have been moved with a link to see them in the new location
How to Delete
To delete a category or sub-category, click the 3 stacked dots and then click delete.
You will then get a prompt to confirm that you do wish to delete that specific material category or item.
Click here for an overview on Flat Rate Pricing Setup
Having trouble finding what you need?
Use the blue bubble to reach out to our chat team for live customer support. If you’d prefer to talk it out over the phone, call our support number at 858-842-5746.