A price book for call-outs, labour and parts
Keep every rate and part in one QuoteCloud catalogue, with your cost and margin beside it, and add them to any quote on site in a few taps.
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- Building QuoteCloud since 2013
QuoteCloud's product catalogue works as a trade price book: call-out fees, hourly rates by trade and parts with a SKU, category, price and cost, so your margin is calculated but never shown to the customer. Import supplier prices from a CSV, mark old parts inactive, and add items to any quote from the price table, on Essentials and up.
A sample price book for a fictional business, Ridgeline Trade Services, in QuoteCloud's product catalogue: a call-out fee of $95 per visit, licensed electrician $125 and plumber $118 per hour, an after-hours rate of $185 per hour, an RCBO safety switch, a tempering valve, a hot water install kit in draft and an old fuse carrier marked inactive, each with its cost and margin, and a note that a supplier CSV updated 46 parts.
Every way a trade charges, in one place
Each one is an item in the catalogue with its own price, unit and cost. In the quote it becomes a line the customer can read.
Call-out fees
A fixed price per visit, with a note on what it covers, such as the first 15 minutes or the site assessment.
Hourly labour by trade
Licensed electrician, plumber, air-con technician and apprentice, each with their own rate per hour.
After-hours rates
A separate item for nights, weekends and emergencies, so the right rate goes on the quote.
Parts with your margin
Price and cost on every part. QuoteCloud works out the margin; the customer only ever sees the price.
By the point, metre or each
Use the unit that fits: per power point, per metre of pipe, per hour or per job.
Kits for common jobs
One item for the bundle of fittings a hot water install always needs, kept in Draft until it's ready to use.
On the quote, it reads like the job
Items come into the price table with their price and a note, grouped the way the customer thinks about the work: call-out and labour, the new system, parts, then the add-ons.
Change an hour or a quantity and the section subtotals, tax and total recalculate. Costs and margins stay in your team's view.
- Search the catalogue by name inside the quote
- Add several items at once
- Line notes that explain each charge
Price tables and product catalogue: Essentials and up
Good, better, best optionsYour quote
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Call-out & labour | $633 | ||
Call-out & site assessmentToday's visit
|
1 visit | $95 | $95.00 |
Licensed plumberRemove old unit, install and commission
|
3.5 hr | $118 | $413.00 |
Licensed electricianDisconnect, new isolator, reconnect
|
1 hr | $125 | $125.00 |
| Your new system | |||
Heat pump, 270 LThe option you choose above
|
1 ea | $3,480 | $3,480.00 |
| Parts | $385 | ||
Tempering valveRequired on new installs
|
1 ea | $185 | $185.00 |
Valves, fittings & connectorsIsolation valve and flexible hoses
|
1 lot | $140 | $140.00 |
Removal & disposalWe take the old unit away
|
1 ea | $60 | $60.00 |
| Add-ons Tick to add | |||
| 1 ea | $120 | $120.00 | |
| 1 ea | $95 | $95.00 | |
| 1 ea | $180 | $180.00 | |
- Subtotal
- $4,618.00
- Tax (10%)
- $461.80
- Total
- $5,079.80
- Plus, monthly
- $0.00/mo
- Deposit to book (30%)
- $1,523.94
Supplier prices, imported from a CSV
When your wholesaler's prices change, export the list and import it. Match each column to a catalogue field once, check the rows QuoteCloud flags, and the new costs and prices are in.
Parts you no longer use can be marked Inactive instead of being deleted, and new items can wait in Draft until they are ready.
Product catalogue: Essentials and up
Setting up your price book| Column in your file | Catalogue field | First row |
|---|---|---|
part_no | SKU | PRT-TV20 |
description | Name | Tempering valve, 20 mm |
group | Category | Parts |
trade_price | Cost | 112.00 |
sell_ex_gst | Price | 185.00 |
uom | Unit | each |
46 rows ready to import2 rows to check: no sell price
Cost and margin stay in your team's view
Load your price list into a free trial
Free for 14 days, no credit card required. Import your parts from a CSV and quote your first job from them.
Build your price book
An afternoon in the office, done once and kept up to date from there.
List your rates
Add the call-out fee and an hourly rate for each trade and the after-hours rate, with a note on each.
Import your parts
Import the parts you use from your supplier's price list as a CSV, mapping each column to a catalogue field.
Set categories
Group items as call-outs, labour, parts and kits so they're quick to find on site.
Decide who edits
Use role permissions so only the owner or the office can change prices.
Use it in templates
Add the items to your job templates so every quote starts priced.
Sample price book
Your margin on every part, never on the quote.
Cost and margin sit beside each item for your team. The customer sees the price and the note, nothing else.
Price books and rates: questions
Can I store call-out fees and hourly rates in QuoteCloud?
Yes. Add each rate as an item in the product catalogue with its price, unit and a note, for example a call-out fee per visit, a licensed electrician per hour and an after-hours rate. On site you add them to the quote from the price table. The catalogue is on Essentials and above.
Can I hide my cost and margin from the customer?
Yes. Each catalogue item has a price and a cost, and QuoteCloud calculates the profit and margin for your team. Costs and margins are never shown to the customer in the quote, and role permissions control who can see and edit the catalogue.
Can I import my supplier's price list?
Yes. Import products from a CSV file, map each column, such as part number, description, trade price and sell price, to a catalogue field, and QuoteCloud validates the rows before they are added. Use it again when your supplier's prices change.
What happens to parts I stop using?
Mark them Inactive instead of deleting them, so they stay in your catalogue with their history while your team works from the active items. Items you are still setting up, such as a new kit, can be kept in Draft until they are ready to use.
Can technicians change prices on site?
That's up to you. Use role permissions so technicians can add items and change quantities while only the owner or office can edit the catalogue. On the Business plan, discounts over a limit you set can go to the owner for approval before the quote is sent.
Where the price book is used
In every quote, template and agreement you send.
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Job templates for tradesSwitchboard upgrades, hot water replacements, split-system installs: priced once, reused every time.Explore
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Good, better, best optionsThree ways to do the job in one quote. The customer picks one and the total follows.Explore
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Teams, roles & discount approvalsOne price book for every van, roles for the office and techs, and approvals for big discounts.Explore
- Quoting on site from a phone or tabletPhotos, a job template and the price, built in the browser while the customer is standing there.
- Quote tracking & follow-upSee who opened which quote, what they looked at and which quotes are about to expire.
- Signed and deposit paid on the spotThe customer signs with a finger and pays the deposit by card or PayPal before you leave.
- Maintenance & service agreementsService levels, a visit calendar, repeating charges and a clear expiry date, signed once.
- Licences, insurances, warranties & safetyYour licence numbers, insurances, warranty terms and safety statements as reusable blocks.
- Job management & accounting integrationsWon quotes into ServiceM8 or simPRO through Zapier, and into Xero or QuickBooks.
- QuoteCloud implementation for trade businessesFrom your price list and job templates to the whole team quoting from their phones.
- FAQQuestions trades ask about quoting on site, deposits, agreements, integrations and plans.
Price it once. Quote it every time.
Free for 14 days. No credit card required.