Works & assemblies catalog

The catalog is your reusable price book — save the works and assemblies you quote again and again so they drop into any estimate ready-priced.

Works

A work is a single priced item you use often — a unit of labour, a material, a piece of equipment. Group works into categories, give each a unit and a price, and they become one-click line items. Editing the catalog is controlled by its own permission, separate from building estimates.

Assemblies

An assembly bundles several works or materials into one sellable item — think “square metre of tiled floor” that rolls up adhesive, tiles, grout and labour. Add an assembly to an estimate and it expands into its component lines, so you quote a familiar unit while keeping the detail underneath.

  • Component items — each piece of an assembly carries its own quantity and price.
  • Manual assembly price — set one price for the whole assembly and the component sale prices scale to match, while your underlying costs stay untouched.
  • Expands on insert — dropping an assembly into an estimate adds its lines, which you can then adjust like any other.

Units of measure

The catalog includes its own units panel — metres, hours, pieces and so on — shared across estimates and the rest of the pack. You can manage units here without needing the Purchases add-on; a unit that’s in use somewhere can’t be deleted until it’s freed up.

Tip. When the Purchases add-on is enabled, material lines can also be pulled straight from your purchase catalog. Without it, works and assemblies still give you a complete price book of your own.
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Частые вопросы

No. Works, assemblies and units are native to Estimates. Purchases only adds the ability to pull material lines from your purchase catalog as well.

It expands into its component lines. If the assembly has a manual price, the component sale prices scale so they add up to it, while your net costs stay unchanged.

No. A unit or catalog item referenced by an estimate or assembly is protected from deletion until nothing points to it anymore.