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Your products and pricing catalog is the single source of truth for everything you sell. Instead of retyping the same line items on every quote and invoice, you build them once and reuse them across your team. The result is faster quotes, fewer math errors, and consistent pricing your customers can trust.

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Why a catalog matters

For home-service work, you tend to quote the same services again and again: a diagnostic fee, a panel upgrade, a drain clearing, a maintenance plan. When those live in your catalog, anyone on your team can add them to a quote or invoice in seconds, with the right description and price every time.
Build out your most-quoted items first. Even a dozen well-defined catalog entries will speed up the majority of your day-to-day quoting.

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Add a product or service

You manage the catalog from your settings, where you can create items, edit them, and group them for easy searching.
1

Open your product catalog

Go to the products and pricing area in your settings to see existing items and add new ones.
2

Create a new item

Add a clear name (for example, “AC Diagnostic Visit”), a description customers will understand, and your default price.
3

Set the price and unit

Enter the price and how it’s measured, such as a flat rate, per hour, or per unit. This is the default that appears whenever the item is used.
4

Save it to the catalog

Once saved, the item is available to everyone on your team when building quotes and invoices.

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What to include on each item

A good catalog entry is descriptive enough to drop straight onto a customer-facing document without edits.
  • Name — short and recognizable to your team.
  • Customer-facing description — what the work covers, in plain language.
  • Price and unit — flat, hourly, or per-item pricing.
  • Category or tag — group items by trade or type (service, part, materials) so they’re quick to find.
Prices in your catalog are defaults, not locks. You can always adjust the price on an individual quote or invoice without changing the catalog entry.

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Use catalog items on quotes and invoices

When you build a quote or estimate, you pull line items straight from your catalog. The name, description, and price populate automatically, and you can change quantities or amounts for that specific job. Approved quotes carry those same items through to invoicing, so your numbers stay consistent from estimate to payment. The same catalog feeds your invoices and payment links, keeping pricing aligned across every customer touchpoint.

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Keep the catalog current

Review your catalog when your costs change. Updating an item’s price changes the default going forward; quotes and invoices already sent keep the prices they were created with, so past records stay accurate.
Editing a catalog item updates the default for future documents only. It does not retroactively change quotes or invoices you’ve already sent to customers.
Yes. Catalog prices are defaults. Adjust the amount on the individual quote or invoice line item without affecting the saved catalog entry.
Use categories or tags to group items by trade or type. This makes search fast when you’re adding line items on the go.
If you need a hand setting up or importing your catalog, reach out to the Revenue Sol team (a product of Infinite Rankers LLC) at contact@infiniterankers.io.

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Next steps

Create a quote

Build estimates customers can approve and e-sign using your catalog items.

Invoices & payments

Turn approved quotes into invoices and collect payment.