Building Your Pricebook

01Open the pricebook

Click Pricebook in the top nav. The list is grouped by category. Search lives at the top, filter chips below, and the orange + Add Item button on the right.

1. Title. “Pricebook” with a tagline (“Manage your item catalog, pricing, and cost tracking”).
2. Search. Filters by name or description as you type.
3. Category filters. All / EV / Electrical / Labor / Lighting / Materials / Safety / Service Fees. The active chip is orange.
4. + Add Item. Top right, opens the new item modal.
5. Category section header. “EV (1)” or “Electrical (11)” with the item count next to the name.

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Click any item row to drill in and edit. The categories you use are entirely yours; type a new one when you add an item and Conduit creates it on the fly.

02Add a pricebook item

Click + Add Item in the top right. A modal opens with the new item form.

1. Image upload. Optional, but a thumbnail makes line-item picking faster.
2. Name. Required. What this is. (“Standard Outlet Installation,” “200 Amp Panel Upgrade”.)
3. Description. Optional. Shows on customer-facing bid and invoice PDFs.
4. Category. Pick existing or type new (auto-creates).
5. Unit. Each / Hour / Foot / Square Foot / Day / Per Job. Drives how quantity is interpreted on a bid line.
6. Price. Required. What you charge.
7. Cost. Optional but worth setting. As soon as you fill it, Conduit calculates margin and markup automatically and shows them next to the price.
8. Create. Bottom-right, orange. Save the item.

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If you charge $150 for a service call and it costs you $80, your margin is 47% and your markup is 88%. Knowing this on every line item is the difference between guessing at a quote and pricing with confidence.

03Reference files (supplier catalogs, spec sheets)

Beyond individual items, the Reference Files section at the top of the Pricebook page lets you upload supplier catalogs, manufacturer price lists, spec sheets, anything your vendors send you. PDFs, images, whatever format. Files live with your pricebook so you’re not digging through email when you need a part number.

To add one: click Upload Reference File, pick the file, optionally name and tag it, save. The file appears in the reference list, viewable inline.

Use cases:

• Most-used supplier catalog. Even if you don’t categorize every line item, having the PDF a click away saves the dispatcher from stopping work to search inboxes.
• Manufacturer spec sheets for components you install.
• Internal pricing sheets your office uses for quoting.

Reference files are a lightweight escape hatch for the data that doesn’t fit cleanly into pricebook items.

04Use the pricebook in a bid

The payoff comes when you create a bid. Open the bid form, click Item Catalog, and your whole pricebook is right there.

1. Click any item to add it as a line item. The name, description, price, and unit all carry over.
2. Adjust the quantity; the line total updates.
3. Add as many items as you need.
4. If a customer asks for something not in your pricebook yet, you can add the item directly from the bid screen and it lands in the catalog for next time.

The full bid walkthrough is in Creating a bid (coming soon).

Bulk import an existing pricebook

If you already have a price list in a spreadsheet, do not retype it.

1. Go to Settings → Import Data.
2. Pick Price List.
3. Upload your CSV or Excel file.
4. Map your columns to Conduit fields (name, price, cost, unit, category, description).
5. Preview, confirm.

Full walkthrough in Migrating data from another tool.