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Article Content:
What Is the Pricebook?
The Pricebook is your catalog of services and products that you can add as line items when building quotes and invoices. It lives in Settings → CRM → Pricebook.
Items in your Pricebook are managed manually — you add, edit, or remove them directly in Settings → CRM → Pricebook. Typing a new line item on a quote or invoice does not automatically save it to your Pricebook.
Importing Your Pricebook
If you're migrating from another platform, you have several import options:
Jobber: Your Pricebook transfers automatically as part of the Rebolt migration process. No manual steps required.
CSV / Housecall Pro: Manual import is available. Contact your Rebolt onboarding rep to have your catalog imported from a CSV or Housecall Pro export.
QuickBooks-style CSV: Reba, Rebolt's AI assistant, can import items from a QuickBooks-formatted CSV. Ask Reba to import your price list and attach the file.
Managing Pricebook Items
Inside Settings → CRM → Pricebook you can:
View all saved items with their names and prices
Edit item names and default prices
Delete items you no longer use
Add new items manually
Using Pricebook Items on Quotes & Invoices
When adding a line item to a quote or invoice, start typing the item name and Rebolt will suggest matching items from your Pricebook. Select one to auto-fill the name and price. You can always adjust the price or quantity on the individual quote or invoice without affecting your Pricebook.
FAQ
Where do I find the Pricebook?
Go to Settings → CRM → Pricebook.Do I have to manually add items to the Pricebook?
Yes — items don't save automatically. You need to add them manually in Settings → CRM → Pricebook, or import them via CSV or your Rebolt onboarding rep.Can I import my Pricebook from Jobber?
Yes — it transfers automatically during your Rebolt migration. No manual steps needed.Can I import from a CSV or Housecall Pro?
Yes. Reach out to your onboarding rep to have it manually imported, or ask Reba to import from a QuickBooks-style CSV.Will editing a Pricebook item change it on existing quotes or invoices?
No. Changes to Pricebook items only affect future use. Existing quotes and invoices are not retroactively updated.