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📗 Manage a Living Price Book

Turn the way you already price work into an app that sends, chases, and closes quotes on its own. These prompts build the whole estimate loop: a price book you control, a builder that does the arithmetic, a link the customer accepts with one tap, and the follow-up that happens whether or not you remember.
  • Tested prompts
  • Edit for your use case
  • Works across models
  • Save in Taskade
Manage a Living Price Book

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My prices live in three spreadsheets and I am never sure which one is current. Build me a price book app. Keep one record per service or material with a code, description, unit of measure, supplier, cost price, sell price, default markup percentage, and the date the rate was last reviewed. Work out the margin on every line and flag anything below a target margin I set per category. Track supplier cost changes over time so I can see which lines are being squeezed. Show me everything not reviewed in the last six months. Add an AI agent that reads the book and tells me which rates have fallen below target margin, drafts the replacement pricing, and explains why. Automate a monthly scheduled review that emails me the stale and below-margin lines. Two logins: an owner who can edit prices, and a team member who can only read them.

STATUS · LIVE
v1

01 / Spark - intelligence awakens

Manage a Living Price Book

Keep services, materials, costs, and markups in one editable price book, with margin alerts and a review date on every line.

// the spark catches · intelligence awakens · the answer unfolds

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

  1. Enter cost and sell separately. A single price hides whether you are making anything.
  2. Set a review interval per category rather than one interval for everything.
  3. Check the stale list before any large quote goes out.
  4. 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.