Building Your Pricebook

Kits: a whole job in one click

Some jobs need the same labor and materials every time. A main panel upgrade, for example, always needs the panel, a surge breaker, ground rods, clamps, wire, a permit and about two days of labor. Save that as a kit and you never retype it or forget a part.

To make one, click + Add Item, set Item type to Kit, and name it the way you’d name the job (“200A Panel Upgrade”). Click Add item to pick the labor and materials from your pricebook, then set how many of each the job takes. Labor counts in hours. Use the arrows to put the lines in the order you want them on the estimate. The kit’s price and cost are its items added up. They update on their own when you change the price of anything in the kit, so a kit never goes stale. A kit holds regular items only, not other kits.

On an estimate or invoice, click Item Catalog and pick the kit. It’s marked “Kit, adds 3 lines” with its items listed. It arrives as its own section, named after the kit, with one line per item at the kit’s quantities. Every line is a normal line, so you can change a quantity, delete a part this job doesn’t need, or add the extra breakers on top. Turn off itemized prices on the section if the customer should see one total for the job instead of every part.

Moving from Housecall Pro? You don’t have to rebuild your kits by hand. Import your Housecall Pro materials export first, then your services export (Import CSV / Excel, or Import kits under the Kit filter). Every service that lists its own parts and labor becomes a kit of those items. Housecall Pro doesn’t include labor rates in either export, so Conduit adds each rate (Standard, Permit and so on) as an hourly item and works out its price from your services. The import results list each rate and the price it found. A rate it can’t work out is added at $0 for you to fill in, and the kits that use it update as soon as you do.

Kits are for the web app’s estimates and invoices. The mobile app, purchase orders and job materials still list single items only.

If you already have a price list in a spreadsheet instead of typing it in one item at a time, the full CSV/Excel import walkthrough, including column mapping, is in Migrating data from another tool.

Link items to ADI dealer pricing

This section only applies if you buy from ADI Global Distribution and have turned on the ADI integration and verified your connection on the Integrations page. Until then, nothing about ADI appears on your Pricebook.

Once it is set up, every item form has an ADI item # field. Type the ADI item number (or the manufacturer part number ADI knows it by) on an item you already have, such as a keypad you entered as “0E-KEYFPK25”, and click Save. Conduit checks the number with ADI, links the item, and sets its Cost to your dealer cost. Your name, description and selling price stay exactly as they are. Under the field you then see the dealer cost, ADI’s stock figure and when it was last refreshed, and the list shows a small ADI # badge on linked items. Change the number to link a different ADI part, or clear it to unlink. One ADI part can only be linked to one item; if it is already on another item, Conduit tells you which one.

Bulk import from ADI (at the top of the Pricebook) looks up a whole list at once: upload a CSV or Excel file, or paste item numbers. When the lookup finishes, a review page opens showing every ADI item next to what it matched in your pricebook:

• Already linked: the part is already on one of your items. Applying refreshes that item’s cost.
• Match found: an item’s name, part number or vendor SKU is the same as the ADI or manufacturer part number (ignoring capitals, spaces and dashes). Proposed: link to it.
• Possible match: a few items look close, for example a name that contains the part number. Pick one to link, or create or skip.
• New item: nothing similar is in your pricebook. Proposed: create a new item at dealer cost.
• Error: ADI could not price that number; it is skipped.

Change any row’s action (link to an existing item, create a new item, or skip), or use Accept all matches and Create all new, then click Apply. Nothing is saved until you apply, and an import can only be applied once. The results show how many items were linked, created, updated and skipped. Refresh all ADI prices updates dealer costs on every linked item whenever you want current numbers.