Catalog & price lists

Your catalog is the master list of every product or service you sell. Each catalog item belongs to a price list — think of a price list as a named bundle of items, like "Standard Roofing Pricing" or "Cameron Ashley".

Why price lists matter: when you create a work order for a contractor, the catalog search inside the builder only surfaces items from price lists that apply to that contractor. This way a roofing contractor sees roofing prices, a painter sees painting prices, and nothing gets crossed.

How a price list gets scoped

Open Settings → Products and edit (or create) a price list. You'll see two filters:

• Contractor Type — the user-defined category you put on each contractor (e.g. Roofer, Painter, VA Tier 1). When set, the price list applies to every contractor of that type, automatically.
• Contractor — a specific contractor in your workspace. When set, the price list applies only to that contractor.

These filters are independent. You can use:

• Only Contractor Type → applies to every contractor in that type. Best for "all my roofing contractors get the same prices."
• Only Contractor → applies only to that one contractor. Best for one-off lists pinned to a specific person.
• Both → applies only when BOTH match. A safety net: if a contractor's type later changes, the list stops surfacing for them so nothing crosses categories by accident.
• Neither → the list won't auto-attach to any work order's catalog search. Useful for lists you only want to reference manually.

How it shows up in the work order builder

When you open the catalog search on a work order, every matching item shows its price list name in small text under the description. If a single contractor has more than one applicable price list (say a general "Standard Roofing" plus a custom override list), items from both appear in the search and the list name tells you which is which.

Worked example

A roofing shop has a "Standard Roofing Pricing" list scoped to Contractor Type = Roofer. Every contractor onboarded with category = Roofer automatically gets these prices on their work orders — no per-contractor wiring needed. If a specific contractor negotiates a different rate on a single item, the shop creates a second list pinned to that contractor with just that one item; both lists show up in the catalog search for that contractor's work orders.