Accessing My Catalog
There are three primary ways to navigate to your catalog depending on where you are in the application:
From the Homepage: Click on the Projects menu and select My Catalog.
From Settings: Go to Settings > Projects, scroll down to the Labor Rates section, and click Manage Rates.
During Estimate Creation: While editing an estimate, click the Preferences icon (three dots with levers) and select Manage Rates.
Manually Adding Catalog Items
If you need to add individual items one at a time, follow these steps:
Navigate to the My Catalog page.
Click the Create button located in the top right corner.
In the Create Item window, fill in the following details:
Cost Type: Categorize the item (e.g., Labor, Materials, etc.).
Trade: Select the relevant trade for the item.
Name: Enter a clear name for the cost item.
Unit Cost: Set the base price.
Unit: Choose the measurement type (e.g., hour, sqft, lf, ea).
Taxable: Toggle this on if the item is subject to tax.
Description: Provide additional context for the item.
Attribute: Add specific identifiers like SKUs if necessary.
Click Save.
Bulk Importing Items via CSV or PDF
To add a large volume of items quickly, use the import tool:
On the My Catalog page, click the Options button and select Import.
Upload your CSV or PDF pricing sheet.
Optional: In the Instructions field, provide specific details or context to help the system parse your data correctly.
Click the Analyze button in the bottom right.
Review the AI Confidence Score and the list of valid items.
Verify Data: Click on any specific line item to edit details if the system flagged an issue or if information is missing.
Once the data is accurate, click Import [Number] Items in the top right to finalize.
Managing Your Catalog
Once items are imported, they will appear in your main catalog list. You can manage them using these tools:
Search: Use the search bar to find specific items by name.
Filter: Use the Cost Type dropdown to view specific categories.
Edit: Click on any item in the list to update its pricing or details.
Clear Catalog: If you need to start over, click Options > Clear All to remove all items from your catalog.
Troubleshooting & FAQs
Troubleshooting
Missing Data after Import: If certain rows did not import, check the analysis screen for items flagged with issues. Ensure your source file has headers that match expected fields like Name, Cost, and Unit.
Analyze Button Grayed Out: Ensure the file upload has finished processing and that you have selected a valid file format (CSV or PDF).
FAQs
Does clearing my catalog affect existing estimates? No, clearing or editing items in My Catalog typically only affects new estimates or items added to estimates after the change is made. Existing project data is usually preserved.
What should I do if the AI Confidence Score is low? Review the "Instructions" field during the import step. Providing more context about your column headers or data structure can help the AI parse the document more accurately.
Can I import labor rates and material costs in the same file? Yes, as long as you assign the correct Cost Type to each line item during the verification step or ensure the "Cost Type" column is clearly defined in your CSV.