Video Walkthrough - Gutters Price Book Example

A walkthrough example of how to set up Price book using a Gutters Price Book Example

Gutters Example

Refer to THIS article for a more general overview of how to create items inside Builder Prime’s Price Book feature. For definitions of commonly used terms, refer to THIS article. Below are the steps to create a Price Book example for typical Gutter projects.

First, create a parent category: Gutters. Everything will be “under” this main category. 

Next, make individual Items for different gutter types: 6" half-round, box, and k-style. Each type of gutter will be a unique item since, in my example, each will be priced differently by measurement ($X per Ln Ft)

Addons can also be included to cover gutter guards, downspouts, elbows, replacing fascia, and replacing soffit.

This is just one of many ways to set up Price Book! The goal is to build a flow that works best.

Cheat Sheet 📜 

• Category Name: Gutters
• Parent Category: Leave Blank to make this the Parent Category
• Invoice Description: If something else is desired on an invoice, as opposed to “Gutters” from the Category Name, define that here.
• Notes: These Notes will be displayed on an Estimate.
• Properties: Create Properties for things like Color.
• Available Discounts: Optional. This category of items can be made discountable by allowing only certain discounts to apply to a category, subcategory, or specific item.

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• 6" Half Round
  
  • Item Name (example): 6" Half Round
  • Category: Gutters
  • Measurement Type: Single Item/Custom Unit
  • Price Method: Per Measurement Unit
  • Price Method for Measurement Range: Price per measurement unit
  • Measurement Unit Label: Ln. Ft.
  • Price -- fill in
  • Available Addons: Any/All below

Tip: Once the first item is created and saved, utilize the Copy Item button to quickly copy the item information. From there, update the Item name and price, choose to nest this under Gutters, and the item is ready for use. If Addons are added to the Item before the Item is copied, these will also copy over and save time.

Tables can't be imported directly. Please insert an image of your table which can be found here.

Create any additional Addons used to update the price of the job. Some other examples of Addons for Gutters include Soffit, Elbows, Removal, and Gutter Guards.