Products

A product is anything you charge your customer for on a bid, such as a singular physical product (examples: 4 ft Gate | Sump Pump | Gallon of Paint), a service (examples: Staining | Excavating | Painting), or a combination of items and/or services (examples: Gate with Latch | Sump Pump, Pipe, and Installation | Prep, Prime, and Paint). 

Add Products via Setup Wizard

1. Click the Setup button at the top left of the screen to open the Setup Wizard. 
2. Select the Products step.
3. Review the sample products that were automatically added for you. Click a row to open the editable fields to make changes to the product. Click save when complete.  
4. Click the Add Product button at the top of the page to add a new product. 
5. Complete the product name, price per quantity, unit of measure, and category fields.
   • Additional settings can be updated in the Products section of the Company Profile, including description, pricing disclaimer, terms & conditions, and quantity price breaks. 
6. Click Save.
7. The categories shown indicate the form your product will show up on. Please visit the Company Profile to update product categories and forms. 

Add Products via Data Import

For your convenience, we offer a free product import for those with more than 20 products. Please download the product template and fill in the required columns for Product Name, Price, Unit, and form. You may also fill in the optional columns of the description disclaimer and categories. When complete, please email the document and a request for your import to your Customer Success Manager at support@contractoraccelerator.com.

Click here to download the import template.

Add Products via Company Profile 

Add a product to select when creating a bid.

1. Primary Users can find the Company Profile by clicking on the user icon in the upper right corner of the screen and selecting Company Profile. (To find the user icon on a tablet or mobile device, select the 3-line hamburger menu on the top right of your screen.) 
2. Select Products on the left side of the screen.
3. Select the Add Products button.
4. Complete the name, description, price per quantity, unit, pricing disclaimer, categories, and terms & conditions fields. See the Product Options section below for more information. 
5. Click Save. 

Product Options

• Pricing: Add a standard price or multiple prices based on quantity breaks by adding a row in the pricing section. By adding price breaks, the unit price will change based on the quantity added. In the example below, if 1-9 units are added to a bid, each unit would be priced at $100. If 10-19 units are added, the cost changes to $90 per unit. If 20 or more are added, the cost shifts to $80 per unit. 

1. • Pricing Disclaimers: Disclaimers regarding the price of an item can be added to the bid automatically when the product is selected. This content will appear in the bid cost section (shown in the image below in green).
   • Product Description: An explanation of your product can be added to the description field. Often this field is used to highlight the use of higher quality products, note warranty information, or further define a product for your customer. This description is shown on the Scope of Work page within the bid. (Shown in the image below in orange).
   • Unit of Measure (Unit): The unit of measurement or simply 'unit' is the way of accounting for products in quantities. Examples include square feet, linear feet, pounds, gallons, or each. Learn more about this in the Units of Measure article. 
   • Terms & Conditions: Some products may come with their own disclaimer, waiver, warranty, or general contract language that only pertains to jobs where this product is used. Linking a disclaimer, waiver, warranty, or contract to the product will tell the system to automatically pull that content into the Terms and Conditions section when the product is used. (shown in the image below in blue) Please see the Add Terms & Conditions via the Company Profile article to learn more.
   • Category: A product category ties the product to the form allowing users to select it during bid creation. A product can be an option under more than one form by assigning more than one category. Learn more about product categories below.

Manage Products

Edit a Product

Edit specific information and settings for a product.

1. Primary Users can find the Company Profile by clicking on the user icon in the upper right corner of the screen and selecting Company Profile. (To find the user icon on a tablet or mobile device, select the 3-line hamburger menu on the top right of your screen.) 
2. Select Products on the left side of the screen.
3. Click on the row of the item you want to edit or click the three-dotted Action Menu icon on the right of the item and select Edit.
4. Edit the name, description, price per quantity, unit, pricing disclaimer, categories, and terms & conditions fields. See the Product Options section above for more information. 
5. Click Save.

Delete a Product

1. Primary Users can find the Company Profile by clicking on the user icon in the upper right corner of the screen and selecting Company Profile. (To find the user icon on a tablet or mobile device, select the 3-line hamburger menu on the top right of your screen.) 
2. Select Products on the left side of the screen.
3. Click on the three-dotted Action Menu icon on the right of the item
4. Select Delete.
5. Confirm you have the correct item and click yes to complete the deletion. 

Product Categories

Product Categories group similar products together and link them to the correct form(s). We learned what a product is at the top of this page. For this example, rather than thinking of a gate, sump pump, or carpet as a product, let's use something more universal, like breakfast items, to better understand how products, forms, and categories work together. 

Breakfast Example:

Think of a form like a restaurant menu with the products being items like Eggs and Bacon. Most generally, a form and a category will have the same name.

• Form: Breakfast 
• Category: Breakfast
• Product1: Bacon
• Product2: Eggs

By assigning a Product category, you are telling the software where the product should appear within the bid creator. If you link a product to the Breakfast category, the product will show up on the product dropdown within the Breakfast form. Learn more about how to link categories to existing forms in the Forms article or how to create new forms in the Marketplace article. 

Add Category

Add a category to use when creating bids.

1. Primary Users can find the Company Profile by clicking on the user icon in the upper right corner of the screen and selecting Company Profile. (To find the user icon on a tablet or mobile device, select the 3-line hamburger menu on the top right of your screen.) 
2. Select Products on the left side of the screen.
3. Select Organize Products button in the upper right.

1. Select Add Category.
2. Complete the Category name field. 
3. Parent Categories are optional and only used when creating a Subcategory. 
4. Click Save. 

Add Subcategory

A subcategory's products will further divide products within a category. To continue our Breakfast example, this might mean a subcategory of beverages under our breakfast form. 

1. Primary Users can find the Company Profile by clicking on the user icon in the upper right corner of the screen and selecting Company Profile. (To find the user icon on a tablet or mobile device, select the 3-line hamburger menu on the top right of your screen.) 
2. Select Products on the left side of the screen.
3. Select the Manage Categories button in the upper right.
4. Select the three-dot button on a previously created Product Category.
5. Select Add Subcategory.
6. Enter the subcategory's name. The parent category will be prefilled.
7. Click Save.

OR 

1. Select Add Category.
2. Complete the Subcategory name in the name field. 
3. Select a Parent Category
4. Click Save. 

Edit Category

Edit the name or the parent of a category.

1. Click on a row or select the three-dot Action Menu on the right and click Edit.
2. Edit the name or update the parent category.
3. Click Save.

NOTE: The parent/child relationship and order of all categories can be changed by clicking the six-squares icon on the left of a category name to drag it where you want it. To assign a category as a subcategory, drag and drop it on top of the parent category.

Delete Category

Select Delete from the three-dot action menu button on the category's right.

• Categories attached to a form will not delete until the form is removed. Please contact support if a category attached to a form needs to be deleted. 
• A parent category with subcategories cannot be deleted until the linked subcategories are removed.