Price it once. Quote it, bill it, and schedule it from the same catalog.
Price Book is where every item and service gets a name, a category, a price, and a cost. Estimates, invoices, and appointments pick from it with a search-as-you-type picker, so line items stay consistent across every document the business sends.
Prices that live in people's heads cost money
When prices live in people's heads, every estimate is a negotiation and every invoice is a surprise. A single catalog means the front desk, the estimator, and the person on site all quote the same number - whether the line is a consultation, a retainer, a sprint, a service call, or a change order.
The price is whatever the last person remembered
One estimator quotes $129 for the visit, another quotes $150, and the invoice says $140. The client notices, and the discount nobody approved becomes the new price.
trending_downMargin leaks one estimate at a timeEvery line item is typed from scratch
Name, description, price, tax - retyped on every estimate and every invoice, with a typo somewhere in the middle. The document takes ten minutes that should take one.
trending_downSlow quotes lose to faster onesThe real price list is a PDF from two years ago
Prices changed, the PDF did not, and the new hire is quoting from it. Nobody is sure which version is current or where the cost column went.
trending_downNobody can say what a service actually earnsType three letters, pick the line
Every line-item field on an estimate, an invoice, or an appointment searches the catalog on the server as you type, so a price list with thousands of rows answers as fast as one with ten. Pick the match and the description, price, and cost fill in.
- checkSearch-as-you-type on estimates, invoices, and appointments
- checkDescription, price, and cost fill in on pick
- checkCost shows only to people with the cost permission
Bring the price list you already have
Upload a CSV or an Excel file and map its columns to name, category, price, and cost, or connect your previous system through Importing and choose the price book as one of the record kinds to bring over. You review every row before anything is written.
- checkCSV and Excel upload with column mapping
- checkPrice book import from the systems Importing connects to
- checkReview the rows first, then commit
Everything a catalog needs
One catalog
Catalog every item and service once with a category, a description, a price, and a cost, and decide who on the team is allowed to see cost.
Picker everywhere
Estimates, invoices, and appointment line items search the catalog server-side as you type, so a long price list stays fast.
Import your price list
Upload a CSV or Excel file, or pull the price book from your previous system through Importing, and review the rows before anything is written.
Consistent math
Taxes and custom fees from Operations apply on the document, so line-item totals come out the same on every estimate and invoice.
From a price list to a catalog the whole team quotes from
Load the catalog
Add items and services by hand, or import the list you already have and map its columns.
Pick from it
Type a few letters on any line item and pick the match - the description, price, and cost fill in.
Keep it current
Change a price once in the catalog and every new estimate and invoice uses it from then on.
The catalog behind every estimate and invoice.
Price Book is included on every plan. Estimates, invoices, and appointments draw from it, and the math stays consistent from quote to payment.
Built for anyone who quotes the same thing twice
Clinics and practices
Procedures, consultations, and supplies priced once so every invoice matches the fee schedule.
Agencies and consultants
Retainers, sprints, hourly rates, and add-ons in one list the whole team quotes from.
Field services and construction
Flat-rate services, parts, and materials with cost next to price so margin is visible on every estimate.
A catalog every document draws from
Price Book is one part of Genaya. Estimates, invoices, and appointments pick from it, and Importing fills it - without an integration project.
Estimates
Line items on an estimate come from the catalog, so the quote carries the same price and description every time.
Invoices
Invoices pick from the same list. Change a price in the catalog once and the next invoice uses it.
Appointments
Line items on an appointment draw from the catalog too, so the work and the bill describe the same thing.
Importing
Bring the price book over from a CSV, an Excel file, or your previous system, and review before it is written.
Questions teams ask before loading a catalog
Every plan. The free trial is capped at 5 items; paid plans have no item limit.
Yes. Upload a CSV or Excel file, or connect your previous system through Importing and choose the price book as one of the record kinds to bring over. You review the rows before they are written.
Cost is a separate permission, so estimators and managers can see margin while the rest of the team sees price only.
Ready to quote the same price every time?
Load the catalog, open your next estimate, and pick the first line from it.