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How do I create a pricebook?

Set up a pricebook with items, pricing, and optional cost/markup tracking.

Written by Rob Bull
Updated yesterday

Go to Settings > Pricebooks > Create Pricebook. Name it, then add items with description, price, and optional cost/markup for margin tracking. Set one pricebook as your default.

  • Starter plan: 1 pricebook

  • Pro plan: Multiple pricebooks (e.g., separate ones per service line)

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