Build your first package

Follow it on screen.

1. 1

   Put the materials in the price book first

   A package is made of catalog items, so anything it should include has to exist here.

2. 2

   Give each one a cost

   What you pay for one, before waste. Every margin you are ever shown is measured from this.

3. 3

   Give each one a basis

   Per square foot off a takeoff, per item counted on the job scope sheet, or typed by hand.

4. 4

   Say how much one of them covers

   A roll that covers four squares is a rate of four. One unit per square, foot or item is one.

5. 5

   Save it to the price book

   A package can only hold materials that are already in here.

6. 6

   Name the package

   Call it what you call it on a job. Shingle roof replacement, not SKU-1180.

7. 7

   Create it

   An empty package, ready for the materials that go in it.

8. 8

   Choose how this line prices, if it differs here

   Leave it blank and the material keeps whatever basis it has in the price book.

9. 9

   Add the material to the package

   Repeat for everything the job includes. Quantities come off each job's own measurements.