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.

Every item is classified as a Service, a Material, or Other. That one choice is how the catalog stays navigable as it grows — it drives the filter tabs on the list and the grouping in the picker when you are building a document.

#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:

• Type — Service, Material, or Other (required)
• Name — the name that appears on the line item (required)
• Description — pre-fills the line item notes when the item is added to an estimate or invoice
• Rate — the base unit price, before markup
• Markup % — the percentage added on top of the rate
• Unit — unit of measure (e.g., each, sq ft, hour, lin ft). Leaving it blank is a real choice, and the right one for flat fees
• Taxable — whether tax applies when the item is added to a document

To edit an existing item, click it in the catalog list. Editing saves as you type, with a Saving / Saved indicator at the top — there is no Save button, and Done is the way out rather than a save. Creating a brand-new item is the exception: nothing is written until you click Save.

To delete an item, open it and click Delete. Deleting removes it from your catalog but does not affect documents that already contain it.

Item usage stats

Open any item to see how much work it is doing for you: Times Used, Total Revenue, Last Used, and Avg Quantity. These come from the documents the item has actually been added to, so they are a straight answer to which of your saved items earn their place.

Other ways to add and remove items

• New Item — add one item from the Catalog page without opening the full form.
• Delete All Items — clears the entire catalog in one action, behind its own confirmation. Estimates and invoices that reference the deleted items are not affected.

#Item Types

Every catalog item is one of three types, chosen when you create it:

• Service — work you perform, priced by the hour, the square foot, or the job
• Material — something you buy and install
• Other — everything else: permit fees, dumpster rental, equipment

The type is not just a label. It drives two things you use constantly:

• The filter tabs on the Catalog page — All, Services, Materials, Other.
• The grouping in the Add from Catalog picker, where items appear under Services, Materials, and Other headings so a long catalog stays scannable.

The catalog list shows Name, Type, Rate, Markup, Unit, and Tax. Search matches an item's name or its description, so a material you named by SKU is still findable by what it actually is.

#Pricing and Markup

Two numbers set an item's price, and both are optional:

1. Rate is the base unit price, before any markup.
2. Markup % is the percentage added on top of that rate.

Markup is a plain per-item number. Leave it blank and the item simply carries no markup — there is nothing for it to inherit from and no group setting that can change it behind your back. If you want to adjust what you charge across a set of items, you edit those items.

#Adding Catalog Items to Documents

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

1. Search by name or description, or filter by type using the tabs — All, Services, Materials, Other
2. Select items by checking the box next to each one
3. Set quantities in the box that appears beside each selected item (defaults to 1)
4. Click Add — the button counts what you picked, so you can see it is right before you commit

Your selections survive searching and switching tabs, so you can pick two services, filter to materials, and add the lot in one go. If you close the picker with items still selected, Jobkore asks before discarding them.

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 the section you opened the picker from.

#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 14 trade packs: General Contractor, Electrical, Plumbing, HVAC, Roofing, Painting & Drywall, Flooring & Tile, Outdoor & Grounds, Concrete & Excavation, Windows, Doors & Garage, Cabinetry & Millwork, Home Staging, Specialty Services, and Cleaning & Moving.

To load a trade pack, click Trade Packs on the Catalog page. Jobkore puts the pack matching the trade you chose at signup first and marks it Recommended, but you can browse or search every pack and every item inside them. Select or deselect individual items before importing. Items already in your catalog are skipped, so loading a second pack never gives you 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 and choose or drop a CSV file. You can download a template from the same dialog if you would rather start from the right shape.

Catalog import runs through the same importer as clients, so you get the column-mapping step, duplicate skipping, and Undo Import described in Import & Export. The columns it understands are Name, Description, Type, Rate, Cost price, Markup %, Unit, and Taxable.

Rate, cost price, and markup have to be numbers, and Type has to be service, material, or other. Anything that fails those checks is flagged on the preview so you can fix it and retry rather than losing the import.

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

Your catalog does not sync to QuickBooks on its own, and there is no button to push it across. An item reaches QuickBooks the first time it appears on an estimate or invoice that syncs — Jobkore looks for a QuickBooks item with the same name and links to it, or creates one if there isn't a match.

Two things about what arrives: items are created in QuickBooks as Service items whatever their type in Jobkore, and they use the income account set under Settings → Integrations. If an item can't be created — no income account, say — the document still syncs; the line just goes across without the item link.

See the QuickBooks Integration article for the rest of what syncs.

#Getting Started

The fastest way to get started is to load the trade pack for your trade, then adjust the prices and the tax to match your market. If you would rather build from scratch, add the ten or fifteen lines you type most often, set a rate and a markup on each, and let the rest accumulate through Quick Add as you build real documents. Even 10–20 items will save you real time on every estimate and invoice you write.