Your rates in one place, and your deals honoured automatically

What is the item list?

It is the single place your firm's prices live. Each item carries a name, a measurement mode, a rate, a unit label, a GST rate and an HSN or SAC code — so picking it on a quote brings all of that with it.

The screen is called the Item List, and it arrives seeded for your trade. A materials dealer's list starts like this:

Seeded rates are starting points, not market prices. Every one of them is yours to change on the first day.

How does partner pricing work?

You record a partner once, set the rates you agreed with them, and every client they refer quotes at those rates.

This is the shape of the relationship the trade actually has. A builder does not send you one job — they send you flat after flat, and the price was agreed once, at the start, for all of them. Storing that against the partner rather than against each job means the fortieth flat is priced the same as the first, by whoever happens to raise the quote.

Partner prices can be set item by item, or in one move as a blanket deal off your list price. Either way what gets stored is a real rate you can read.

Who in my firm can see my prices?

Only the people you give the Item List to. It is not on by default for staff.

A new team member starts with leads, clients and quotes — the pipeline, not the money. The item list is what your firm charges, and that, along with invoices and reports, is opt-in per person. Cost prices and margins can additionally be blurred on screen so a customer looking over a shoulder on site does not read them.