Tax Rates and Your Product Catalog: Save Time on Every Quote

Nobody wants to type "Install standard duplex outlet — $85/each" for the hundredth time. Your catalog and tax presets exist so you don't have to.

Tax presets

Go to Settings → Tax Rates.

Add your common tax rates — for example, "State Sales Tax — 6.25%" or "County Tax — 1.5%". Give each one a short description and the percentage.

When you create a quote or invoice and enable sales tax, these presets appear in a dropdown. Pick one and it applies instantly. You can still type a custom rate on any document — presets just save clicks.

If you don't collect sales tax, skip this entirely.

Your product and service catalog

Go to Settings → Products & Services.

Good news: the platform ships with a default catalog of common electrical items — outlets, switches, panels, wire, labor rates. You don't start from zero.

What to do first:

1. Adjust prices. The defaults are generic. Update them to match your actual rates.

2. Check units. Each item has a unit: "each," "hour," "foot," "job," "lot," etc. Make sure they match how you actually bill.

3. Review categories. Items are grouped by Labor, Service, Material, Equipment, Permit, or Other. Useful for filtering.

Adding your own items:

Click Add Item. Fill in the name, description, sell price, and unit. Optionally add a cost price (the system calculates your margin automatically), manufacturer, part number, and notes.

Importing in bulk:

If you have a spreadsheet of your materials and prices, use Import CSV. Format your file with columns for name, description, price, unit, and category.

How it works in practice

When you create a quote or invoice and add a line item, you search your catalog. Select "Panel Upgrade 200A," and the name, description, price, and unit auto-fill. Change the quantity, and you're done.

Quick tip

Mark items as taxable in the catalog if they always have sales tax applied. When you add them to a document with tax enabled, the tax calculates automatically.