Products

A product is a line item 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, volume discounts, and component pricing configurations. 
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 and Components via Data Import

For your convenience, we offer a free import for your products and components if you have more than 20 items. Please download the appropriate template and fill in the required and optional columns as noted. When complete, please email the document and a request for your import to your Customer Success Manager at support@contractoraccelerator.com.

• Click to download the PRODUCT import template.
• Click to download the COMPONENT: MATERIALS import template.
• Click to download the COMPONENT: ADDITIONAL COSTS 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. Name your products. Note that the unit of measure (ex. each, box, bag, feet, section, pound, etc) will be included for the bid creator when selecting the product and does not need to be included in your product name. 
5. Select the Price Type
   • Basic Price - Basic pricing is a simple per-unit price. This price is the price you will charge your customer for this product. 
   • Component Price - Component pricing is a more advanced pricing model that allows you to configure the price based on materials, labor, and other Cost of Goods Sold (COGS). Click here to learn more about Component Pricing. Learn more in our Component Pricing article.
6. Complete the name, price per unit, and unit of measure. 
7. Optionally, you can add volume discount pricing, specific terms & conditions, and pricing disclaimers. See Product Options below for more information on these non-required settings. 
8. Add a product category to link your product to a form(s). Learn more about product categories later in this article.
9. Click Save. 

Product Options

• Price: Add a standard price and unit of measure for your product or use the component pricing type to use materials and other costs to create a line item price. Learn more in our Component Pricing article.
• 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. 
• Volume Discount: The optional Volume Discount allows you to give a bulk discount, charging the customer a different price per unit if the job requires multiple units. The price can be discounted using a dollar amount ($10 off) or a percentage (10% off). In the example image below, the product price was set at $1000. With the volume discount added, if 1-9 units are added to a bid, each unit would remain at $1000, so 5 units would be $5000; 6 would be $6000, and so on. If the quantity added to the bid is between 10-19 units, the price changes to reflect a 10% discount giving us $900 per unit (19 units x $900 = $17,100). If 20 or more are needed, the price is discounted by $100, giving us $800 per unit. Add Volume Discounts
  • Click the Add button under Volume Discount.
  • The first row is automatically filled with 0 as the starting place, and a second row has been created. The starting quantity for the second row will automatically be the maximum quantity for the previous row.
  • Change the Adjustment toggle to select either $ for a dollar amount or % to use a percentage and add the numeric value in the text box. 
  • Simply add the quantities and the dollar amount or percentage discount. The system will do the math for you and automatically fill in the maximum field to ensure no pricing gaps.
  • Click Add Row to continue to add discounts. 
  • The final row will automatically show the maximum quantity as infinity.

• 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 orange in the example bid at the bottom of the page).
• 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 green in the example bid at the bottom of the page).

• 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. Assign categories by clicking in the text box and selecting an existing category. Learn more about creating new product categories later in this 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 blue in the example bid at the bottom of the page). Connect these to your product by clicking in the text box and selecting an existing Terms and Conditions. Please see the Add Terms & Conditions via the Company Profile article to learn more about creating new Terms and Conditions.

Manage Products

Export Products

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 Export CSV (top of screen) 

**If you would like to update ALL of your products, export the list into a CSV file, make the desired changes and send it to us to reimport. Note that if product names remain exactly the same, they will be updated. If a product name is changed to something new, it will create a new product but will not delete the old one. Send import documents to support@contractoraccelerator.com

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, price per quantity, and unit of measure. 
5. Optionally, you can add/edit volume discount pricing, specific terms & conditions, and pricing disclaimers. See Product Options above for more information on these non-required settings. 
6. Add/edit product categories to link your product to a form(s). Learn more about product categories later in this article.
7. 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 the Category button in the upper right. 
4. Select New Category.
5. Complete the Category name field. 
6. Parent Categories are optional and only used when creating a Subcategory. 
7. 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 Category 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 New 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.