Pricebook Overview
What is the pricebook?
Section titled “What is the pricebook?”Your pricebook is the set of items you can add to a quote — services, materials, equipment, assets, and labour. brix keeps each of these as a separate top-level section in the sidebar so you can manage them independently.
The pricebook is your company’s data. It is different from a Catalogue, which is a set of prebuilt services brix provides that you can download into your own pricebook to get started faster.
How it is organised in brix
Section titled “How it is organised in brix”In the brix app, each pricebook section is its own sidebar item — they are not grouped under a single “Services & Pricing” page:
- Services — Types of work you add to a quote, such as installations, repairs, and inspections.
- Materials — Parts and supplies, organised by category, with vendor links and unit pricing.
- Equipments — Specific units or machines (for example, a particular AC model) with their own pricing rules.
- Assets — Tracked items such as hired equipment or company vehicles that can be linked to a quote or job.
- Labours — Labour rates that flow into quote totals based on your book’s rules.
How pricing fits into quotes
Section titled “How pricing fits into quotes”When you build a quote, you add services, materials, equipment, and assets from your pricebook. brix uses your book (business unit) settings — including markup rules and labour rates — to calculate the final quote total. Keeping your pricebook up to date means faster, more accurate quoting.
Frequently asked questions
Section titled “Frequently asked questions”Where do I add a new material or service?
Each pricebook section has its own sidebar entry. Click Services, Materials, Equipments, or Assets directly in the sidebar — there is no combined pricebook page.
What is the difference between the pricebook and a catalogue?
Your pricebook is your company’s own services, materials, equipment, assets, and labour. A catalogue is a set of prebuilt services brix provides — you can download a catalogue’s services into your pricebook to get started faster. See Services → Catalogues.
Can I add the same service to multiple books?
Yes. Services, materials, equipments, and assets are shared across books. Your admin can configure which items are available within each book’s settings.
Who can add or edit pricebook items?
Your permission group controls this. If you cannot see an Add or Edit button, ask your workspace owner to check your permissions.
Will editing a service affect existing quotes?
No. Changes to a service’s price or description apply to new quotes only. Existing quote lines keep the values they were created with.
Can I bulk-import the pricebook?
Yes — see CSV Import for the supported record types (Materials, Equipments, Assets) and the import process.
Things to check
Section titled “Things to check”Item not appearing in the quote builder
The item may be set to Inactive. Open the item from its sidebar section and check its status, then set it to Active if needed.
Price looks wrong on a quote
The quote was created before the price was updated. Existing quote lines are not automatically recalculated. Check the quote and update the line manually if required.
For creating and sending quotes, see Quotes.