Price Codes

Price codes are your organization's price list. When the AI estimator builds an estimate, it matches each scope item to a code and uses that code's price. Codes come from two places: the shared price-code library that every organization starts with, and the codes you add yourself, either brand new ones or overrides of shared entries.

This page covers Settings → Price Codes: adding a single code by hand, exporting your price list to a spreadsheet, and importing a spreadsheet back in.

What's a category?

A category is the trade grouping a price code belongs to. There are about 30 of them. For example:

• WTR: Water Damage Mitigation (dehumidifiers, air movers, extraction)
• DRY: Drywall install & repair
• PNT: Paint
• CDC: Cleaning, Carpet & Soft Goods

Most categories come from the shared library, but you can also create your own — say a MTRL category for store materials and consumables. There are two ways:

• While adding a code manually: type a new code (2–12 letters or numbers) into the Category picker and choose Create category.
• During a bulk import: use any category code in the spreadsheet. Categories that don't exist yet are created automatically when you import, and the preview lists them before anything is written. To give a new category a readable name, add its code and a short description under the "Your own categories" section of the Reference tab; otherwise the code doubles as the name.

Your own categories show up alongside the shared ones everywhere categories are picked. If you're not sure which shared category a code belongs to, the Reference tab in the import spreadsheet lists every one with a plain-English description.

What's an item code?

An item code (also called a selector) is a short identifier, usually 3–8 characters, that is unique inside a category. Examples within WTR:

• DHM: Dehumidifier (up to 69 ppd)
• AMS: Air mover
• EXT: Water extraction

Combined, the category plus the item code (WTR · DHM) is the lookup key the AI estimator uses to match a scope item to your pricing.

Overriding a shared code

To replace a shared library price with your own, add a code with the same category and item code. The AI substitutes your price automatically wherever that code is used. On the Manage tab, your overrides show with an amber stripe so you can tell them apart from untouched library entries.

Add one code manually

On the Add tab, click Add price code. Pick the category, then enter the item code, description, unit, and price. This is the quickest path for one-off codes or a quick price fix.

Export your price codes

Use Export at the top of the Price Codes page to get your price list as a spreadsheet. It's the quickest way to check prices in Excel, or to copy your list into another company.

1. Choose what to include. Three boxes at the top: your custom codes, library codes where you set your own price (the file carries your price), and the rest of the library at the library price. Turn any of them off.
2. Leave things out. Every category has a checkbox. Uncheck one to drop all of its codes. Open a category to uncheck single codes; the category checkbox shows a dash when only some of its codes are in. Search finds a code across every category, and Left out shows what you've excluded so you can check it before exporting.
3. Pick a file type. Excel (.xlsx) uses the same columns as the import template, so the file imports back with no reformatting. CSV opens in any spreadsheet app.
4. Keep or blank the prices. Keep current prices starts every row at the price you use today. Leave prices blank makes every row need a price before it will import, which is the safe choice when each price has to be checked first.
5. Click Export. The bar at the bottom shows how many codes and categories are in the file.

The page remembers your choices for next time. Include all puts everything back.

Import from a spreadsheet

Use Import at the top of the page, or Import from spreadsheet on the Add tab, for a whole price list. An export from this page works as the file. Before you upload, the page lists what importing does:

• Your price is replaced. If you already have the code, the file's price replaces yours.
• Library price is replaced. If the code comes from the shared library, your company uses the file's price from now on.
• New codes are added, along with any new categories.
• Nothing is deleted. Codes that aren't in the file stay as they are.

Steps:

1. Get a file. Export one, or download the template from the Add tab. The .xlsx template has two tabs: Price Codes, where you enter your data, and Reference, a lookup of every valid category and unit with its description.

2. Fill in one row per code. Category and Unit have dropdowns for the known values, but you can type your own, such as a new category code or a unit the list doesn't cover (BX, CS, PK). To name a new category, add its code and a short description under "Your own categories" on the Reference tab.

3. Save the file as .xlsx or .csv, up to 50,000 rows and 20 MB. Keep the column headers in the first row: Category, Item code, Description, Unit, Unit price. They can be in any order, and extra columns are ignored. Use each heading once; a file with two columns for the same field is rejected.

4. Choose the file and click Preview changes. The review opens as its own full page and nothing is saved yet.

5. Read the five results. Each row lands in one tile. Click a tile to see just those rows:

   • Added: a code you don't have yet.
   • Replaces library price: you'll use the file's price instead of the library's.
   • Replaces your price: the file's price replaces the one you set.
   • No change: the price, description and unit already match, or the same code appears again further down the file (the later row is used). Either way the row is skipped.
   • Can't import: something is wrong with the row, such as a missing price or an unknown unit. Each row says what to fix. The rest of the file still imports.

   The table shows the price you use now, the price from the file, and the change in percent. A price that moves by more than half is marked Check this price, which catches a slipped decimal like $612 turning into $6,124. The page also says how many shared library codes aren't in the file; those keep the library price until you set your own.

6. Confirm. Click Import. A box states how many prices will be replaced and how many codes added, and asks you to tick that you understand the replacement. Download my current price codes first saves a copy of your list you can go back to.

7. Finish or undo. The result shows codes added, prices replaced and rows skipped, with the reason for each skipped row. Undo this import puts the old prices back (including library prices you had overridden) and removes the codes it added. Codes you've edited since are left alone, and the result says how many. The Import page keeps a "Last import" line with Undo until you use it.

Importing the same file again is safe: rows that already match show as No change.

After importing

Your codes appear on the Manage tab alongside the shared library. Codes that override a shared entry carry the amber stripe; fully custom codes don't. Either kind can be edited or removed there later.

New prices reach your saved default line items and estimate templates the next time they're used. Any price you typed yourself on one of those stays as typed. Existing estimates don't change.

Managing your categories

The Categories tab lists your own categories with how many price codes each one holds. Shared library categories don't appear — they aren't yours to edit.

• Rename the name freely; it's just the display text shown in pickers.
• Change the code and every price code under it moves along. If the new code already exists — one of yours or a shared one — the two categories merge: the existing one keeps its name, and where both have the same item code, its pricing is kept and the duplicate removed. This is the fix for a typo'd category (say, MTRLS created next to MTRL): change the typo's code to the real one and they merge.
• Delete an empty category outright. A category that still has price codes asks where to move them first, so no code is ever left pointing at a category that doesn't exist.