Catalog

#What Is the Catalog?

The Catalog is your personal library of reusable line items. Instead of typing the same materials, labor charges, or equipment fees from scratch every time, save them once in the catalog and add them to any estimate or invoice with a few clicks.

Items are organized into categories, and each category can carry a default markup percentage that applies to every item inside it. Set up your pricing structure once and have it applied consistently across all your documents.

#Catalog Items

Each catalog item represents a line item you frequently use — a specific material, a type of labor, a piece of equipment, or any other billable item. To add a new item, click New Item on the Catalog page.

Items have the following fields:

• Name — a unique name identifying the item (required)
• Description — a longer description shown on documents
• Category — which category the item belongs to
• Unit Price — the price your client pays per unit (after markup)
• Cost Price — your actual cost per unit
• Markup % — the markup applied to cost price. If left blank, inherits from the category default
• Unit — unit of measurement (e.g., each, sqft, hour, linear ft)
• Taxable — whether tax applies when added to a document
• Notes — internal notes visible only to you, not shown on documents

To edit an existing item, click on it in the catalog list. To delete an item, open it and click delete. Deleting an item removes it from your catalog but does not affect documents that already contain it.

#Categories

Categories help you organize items into logical groups. They also let you set a default markup percentage that applies to every item in the category.

Default categories

Jobkore includes four categories to get you started:

You can rename, reorder, or delete these defaults and add as many custom categories as you need.

Managing categories

Categories are managed from a collapsible card at the top of the Catalog page. Click the card header to expand it.

• Add a category: Click the add button, enter a name and default markup, then save.
• Edit a category: Click on any category row to edit its name or markup inline. Changes save automatically.
• Reorder categories: Drag categories to rearrange them, or use the up/down arrows.
• Delete a category: Remove a category you no longer need. Items that belonged to it become uncategorized but keep their existing markup.

#Markup Inheritance

Markup inheritance keeps your pricing consistent without setting it on every item individually:

1. If an item has its own explicit markup, that value is always used.
2. If an item has no explicit markup (the field is left blank), it inherits the default markup from its category.
3. If an item has no explicit markup and no category, the markup is 0%.

When an item is inheriting its markup, the value is displayed in lighter, italic text so you can tell at a glance.

If you have set an explicit markup on an item but want it to go back to inheriting from its category, use the Reset to category default option.

#Adding Catalog Items to Documents

While editing an estimate or invoice, click Add from Catalog to open the catalog picker. From there:

1. Filter by category using the filter pills at the top, or search by name
2. Select items by checking the checkbox next to each one
3. Set quantities using the stepper next to each selected item (defaults to 1)
4. Click Add to insert all selected items into your document at once

Items are added with their saved pricing and markup. You can edit them on the document without affecting the catalog.

If your document uses sections, items are inserted into whichever section is currently active.

#Trade Packs

Trade packs are pre-built sets of catalog items organized by contractor trade. Each pack contains common line items with current national average pricing, so you can populate your catalog in seconds instead of entering items one by one.

Jobkore includes 12 trade packs covering most contractor specialties — general contracting, electrical, plumbing, HVAC, roofing, painting and drywall, flooring and tile, outdoor and grounds, concrete and excavation, windows and doors, pool and spa, and restoration.

To load a trade pack, click Trade Packs on the Catalog page. Jobkore recommends a pack based on the trade you selected during setup, but you can browse and search all available packs. Select or deselect individual items before importing. Items that already exist in your catalog are automatically skipped to avoid duplicates.

#Import and Export

Import catalog items (CSV)

If you have line items in a spreadsheet or another tool, you can import them in bulk. On the Catalog page, click Import to open the import dialog. Upload a CSV file or paste data directly.

After uploading, you'll see a preview of the data with validation. Review the items, then confirm to import. Jobkore will flag any rows with issues so you can fix and retry.

Export catalog items (CSV)

Click Export on the Catalog page to download all of your catalog items as a CSV file. Use this to back up your catalog or share it across accounts.

#QuickBooks Sync

If you have QuickBooks connected, catalog items sync as Products/Services in QuickBooks. See the QuickBooks Integration article for details.

#Getting Started

The fastest way to get started is to load a trade pack for your trade, then adjust prices to match your market. If you prefer to build from scratch, review the four default categories, adjust their markup percentages, and add your most commonly used items. Even 10–20 items in your catalog will save you significant time on every estimate and invoice you create.