Services and Pricing Overview
How pricing fits into quotes
Section titled “How pricing fits into quotes”When you build a quote, you’re usually adding:
- Services — The types of work (e.g. “AC installation”, “Pipe repair”). Each service has a name, description, and a price or pricing rule. You pick from the Services list (or use adhocs/catalogues) to add lines to the quote.
- Materials — Parts and supplies. These can come from your Materials list (including categories and pick lists) or from Vendors (suppliers and brands). Materials often have unit costs and quantities.
- Labour — The time and cost for the job. Labour may be set per service or per hour by your admin in the business unit (book) settings. The quote then calculates labour based on the services and rules configured.
- Equipments and assets — Equipments and Assets are items or equipment you can add to a quote (e.g. specific units, assets with their own pricing or depreciation). They sit alongside services and materials.
brix uses your book (business unit) settings — markups, labour costs, discounts — to calculate the final quote. So the Services, Materials, and Equipments/Assets areas are where you (or your admin) maintain the catalogue of what can be added to a quote.
Where each catalogue lives
Section titled “Where each catalogue lives”| Area | Purpose | More info |
|---|---|---|
| Services | Work types (install, repair, inspection, etc.) with prices or rules | Services |
| Materials | Parts, supplies, categories, packs, pick lists | Materials |
| Equipments and Assets | Equipment and asset items for quotes | Equipments and Assets |
| Vendors | Suppliers and brands (used when selecting materials or pricing) | Vendors |
The next pages describe the Services list (including adhocs and catalogues), Materials (categories, list, packs, pick lists), Equipments, and Assets in detail.