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Price book

The price book works out what a job really costs you, adds your markup, and turns it into a clean quote for the customer — one that never shows your costs or margin. Build your list of cost items once, then price any job in minutes.

Cost itemsCost the jobQuoteInvoiceProfit
1

Build your cost items

Add the things a job is made of — a length of pipe, an hour of labour, a day's digger hire. Give each one a name and what it costs you. Add a markup % (or use your company default) and the sell price is worked out for you.

Name
Copper pipe 15mm
Category
Materials
Unit cost
£3.20
Markup
25%
Sell
£4.00
2

Put each item in a category

Every item is Materials, Labour, Plant or Subcontract. Categories are how your costs get grouped on the customer's quote later — so this is the important bit. Tracking something extra (a supplier or part number)? Add your own columns from the toolbar.

MaterialsLabourPlantSubcontract
+ Columnadd your own — Supplier, Part no.
3

Price a job

From a job, choose Create quote, then Add from price bookand set quantities — 12 m of pipe, 6 hours of labour, a day's digger. Each line carries its cost and markup, so your total cost, total sell and margin are worked out live as you type.

Copper pipe · 12 m£48.00
Fittings pack · 1£36.00
Plumber · 6 h£324.00
Cost £354Sell £443Margin 20%
4

The customer sees a clean total

By default the quote is set to Summary — your whole breakdown collapses into one total per category, a tidy “Materials, Labour”. They see a clean number; you keep every line and never reveal your costs or markup. Need to show the detail? Switch Quote display to Itemised.

Your breakdown — private
Copper pipe 15mm£48.00
Fittings pack£36.00
Plumber (labour)£324.00
↓ Grouped by category
Customer quote
Materials£84.00
Labour£324.00
5

Get paid & see real profit

Accept → convert to an invoice → send. As receipts come in, log your costs on the job's Costs tab. It then shows your priced build-up next to what you committed and actually spent — and your true margin.

Est. cost
£354
Actual
£372
Invoiced
£620
Margin
40%
In a hurry? You don't need the price book at all — type an ad-hoc line straight onto a quote with just a description and a price, and send it.
Tipset your default markup once in Settings → Invoicing → Costing (and your VAT rate under Tax rates), so every new item and quote line starts from the right numbers.

More in Quotes & invoices

  • QuotesBuild a quote from cost lines, send it, and let the customer accept it online.
  • InvoicesTurn a quote into an invoice, send it, and track the payments against it.

See what else Job costing can do, or browse all guides. Still stuck? Email support@jobivo.co.uk.