A per-org catalog of add-on services, each with a name, a unit (per square foot, per linear foot, per each, flat, or custom-quoted), a rate, a category and an internal note. The calculator mechanics are platform code identical for every tenant; the numbers are org-scoped and private, so one builder's rates are never visible to another. Tenants edit their own rates in Settings; reps consume them in the estimate's Services & Add-Ons section.
Also called: add-ons · concrete and site work pricing · extras list · services and add-ons
Your add-ons, priced once, quoted the same way by every rep
Concrete, insulation, gutters, doors, site prep, permits — your rows, your rates, grouped by category and searchable while you build the quote. Rates that live on a printed sheet taped to the wall get read wrong, go out of date, and vary by whoever is quoting. These numbers are yours and no other account can read them.
Each service prices the way you actually sell it, and prints the arithmetic
Per square foot from a length and a width, per linear foot, per each, flat, or custom-quoted — and the line shows its own math: 40′ × 60′ = 2,400 sq ft × $7.25 = $17,400. Override the rate on one job and the line says it is above your standard $6.95 and offers to put it back. Square footage worked out in your head at a kitchen table is where the $1,800 mistakes come from.
Raising your prices never rewrites a quote already in a buyer's hands
A service takes the rate it had at the moment it went onto the estimate, and later catalog edits leave that line alone — the workspace flags that the catalog price has changed instead. Otherwise a concrete increase entered on Tuesday silently reprices the quote a buyer opened on Monday, and you find out when they call about it.
Three 9×8 doors is one line, at the size it actually is
Services that come in a size carry a width, a height and a count, so the line names which door it is and multiplies out from a price you set per door. The size describes the item; it never quietly becomes a quantity. Typing the same door in three times, or typing one number from memory, are the two ways this goes wrong on paper.
Two descriptions per service: one for your estimator, one for the buyer
The internal note carries crew instructions and pricing cautions and never leaves the building. The customer-facing note is what the buyer reads under that line — 4″ pad, 3,500 psi, fibre mesh with saw-cut control joints. One description doing both jobs ends up either useless to the crew or unpublishable to the customer.
Rewrite the note for one buyer without changing it for anybody else
A customer who has asked three times about frost depth should read about frost depth on their estimate, and the standard wording should still be standard for the next one. A line can carry its own note, be silenced deliberately, or follow the catalog — three different states, and putting it back is one click. Editing the shared description to satisfy one buyer is how the wording drifts for everyone.
- 1Add services in Settings → Service Catalog with a unit, a rate and a category.
- 2On an estimate, pick a service and its unit-aware calculator appears — square feet from length × width, linear feet, a count, a flat charge, or a hand-typed custom price.
- 3Each line prints its own math: '1,200 sq ft × $3.30 = $3,960'.
- 4Service totals join materials and labour as part of the markup base.
- 5Lines save to job_meta.services with a ref-first debounce so a background refresh can't overwrite an edit in flight.
Builders quote far more than the shell — concrete, site prep, permits, doors, insulation — and all of it lived in a PDF or a rep's head, priced from memory on the phone. The catalog turns it into your own priced list that drops onto an estimate as unit-aware calculators. The calculator mechanics are shared platform work; the numbers are yours and private to your account. Services also sit inside the markup base rather than bolted on after it, because markup has to apply to the actual total of everything on the job.
- Add-on pricing living in a document nobody updates
- Every rep quoting the same service at a different rate
- Arithmetic done by hand on the phone
See it on your own jobs
Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.
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