Video Walkthrough - Painting Price Book Example

In this walkthrough, you will learn to create a Price Book template based on a Painting job.

Painting Example

Refer to THIS article or 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: Painting. Everything will be “under” this main category. 

Next, make individual Items for different painting types: Interior and Exterior. Each type of painting project will be a unique item since, in my example, each will be priced differently by measurement ($X per sq ft)

Addons can also also be included to cover ceilings, baseboards, door frames, etc.
This is just one of many ways to set up Price Book! The goal is to build a flow that works best.

  1. Create the Category for Painting

Cheat Sheet 📜 

• Category Name: Painting
• Parent Category: Leave Blank to make this the Parent Category
• Invoice Description: If something else is desired on an invoice, as opposed to “Painting” 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.

 2. Create your Item(s)

Cheat Sheet 📜 

• Category Name: Interior & Exterior
• Parent Category: Painting
• Measurement Formula: Room Walls.
• Price Method: Per Measurement Unit
• Measurement Unit Label: sq. ft.
• Price Per sq. ft.: $$
• Notes: These Notes will be displayed on an Estimate.
• Properties: Create Properties for things like Color that do not affect the cost.

 3. Create your Addons

Cheat Sheet 📜 

4. Costs

5, Final Result