Product and Services Overview
The Pricebook stores all the products and services your business offers. Add items, set pricing across three tiers, and use them across estimates and invoices.
Overview
The Pricebook stores all the products and services your business offers. Add items, set prices across Tier-1, Tier-2, and Tier-3, and pull them directly into estimates and invoices.
Who can access this
Super Admin: full access to create, edit, and delete products and services.
Products & Services Table
The Products & Services table gives you a full overview of everything in your Pricebook.
Column | Description |
|---|---|
Product/Service | The name of the product or service. |
Tier 1 (High) | The highest price point for the item. |
Tier 2 (Medium) | The mid-range price point for the item. |
Tier 3 (Low) | The lowest price point for the item. |
Invoice Description | A short description of the work completed, used on invoices. |
Estimate Description | A short description of the proposed work, used on estimates. |
Taxable | Indicates whether the item is subject to tax, Yes or No. |
Tax % | The tax percentage applied when the item is marked as taxable. |
Actions | Edit or delete the item. |
The Default tag on a tier indicates the price that will be automatically applied when the item is added to an estimate or invoice.
Adding a Product or Service
To add a new product or service to your Pricebook:
- Click + New Product/Service
- Enter the Name
- Set prices for Tier-1 (High), Tier-2 (Medium), and Tier-3 (Low)
- Select a Default tier
- Add an Invoice Description and Estimate Description or click Generate to let AI write them
- Toggle Is it taxable? and enter the Tax %
- Click Add Product/Service to save
Editing a Product or Service
To update an existing product or service:
- Go to Product & Services
- Click the edit icon on the item you want to update
- Update the Name, Pricing tiers, or Default tier as needed
- Edit the Invoice Description or Estimate Description or click Rewrite to let AI update them
- Toggle Is it taxable? and update the Tax % if required
- Click Save Product/Service to apply the changes
Default Cost Markup
The Default Cost Markup sets the default markup percentage applied to each cost category across your estimates and invoices.
To update the markup:
- Click the Default Cost Markup tab
- Click Edit Details
- Update the percentage for any category and save
Category | Description |
|---|---|
Vehicle (%) | Markup applied to vehicle-related costs |
Labor (%) | Markup applied to labor costs |
Material (%) | Markup applied to material costs |
Tools and Equipment (%) | Markup applied to tools and equipment costs |
Subcontractor (%) | Markup applied to subcontractor costs |
Other (%) | Markup applied to any other costs |
Sync to QB
Sync your Pricebook directly to QuickBooks with one click.
- Click Sync to QB in the top-right of the Pricebook page
- A notification confirms "Export in progress. You will be notified once complete."
- You will receive a notification when the sync is done
Tips
- Use Generate when adding a new item to let AI write the Invoice and Estimate descriptions for you saves time and keeps descriptions consistent.
- Set the Default tier carefully it's the price automatically applied when the item is added to an estimate or invoice.
- Use Rewrite on existing items to refresh outdated descriptions with AI.
- Keep your Default Cost Markup percentages up to date to ensure accurate job costing across estimates and invoices.
- Click Sync to QB regularly to keep your QuickBooks pricebook in sync with Swivl
Your Pricebook keeps all your products, services, and pricing in one place ready to use across every estimate and invoice you send.