The worst quoting mistake is a price nobody updated. This keeps your rates as records you edit: what it costs you, what you charge, and when you last looked at it.
What's Included
- One record per service or material with unit, cost price, sell price, and the margin between them.
- Supplier cost tracking so a cost rise shows up as a squeeze, not a surprise at year end.
- A review date on every line with anything gone stale pushed in front of you.
- An assistant that lists what is now below your target margin and drafts the new pricing.
How To Use
- Enter cost and sell separately. A single price hides whether you are making anything.
- Set a review interval per category rather than one interval for everything.
- Check the stale list before any large quote goes out.
- Keep edit rights narrow. A price book everyone can change is not a price book.
Feed it straight into the quote builder, and protect the number with the margin guard.