Quotes · CSV · pricing
● pricing

Pricing guide

Line items you can maintain at scale.

Start with a minimal viable price book mapped to fails, safe CSV round-trips for bulk edits, and clear rules for presets versus field overrides.

Map CSV Presets Overrides

The CSV is the lever for bulk change — treat keys like database IDs once quotes depend on them.

Price book

Commercial · baseline
ItemsEach maps to inspection fail reasons
VAT + unitsDefaults set once · not per quote
DepositsIf used · visible on quote template
Builder linkPresets pull same keys as quotes
DiscountsContract rules · not per-door ad hoc
ReviewQuarterly price book sign-off

Expand the book once workflow is stable — not before.

If a fail reason has no price line, quotes stall — map before the first large tender.

CSV round-trip

Maintenance window
ExportBackup taken · IDs frozen
EditRows added · keys unchanged
ValidateDuplicate IDs rejected on import
ImportDiff reviewed · quotes retested
NotifyCommercial lead ack · go-live window
LockNo CSV edits during live tender

Broken IDs create silent mismatches — the guide stresses safe edit order.

Keep the previous CSV export forever — diffing against “what we had” saves hours in disputes.

Overrides

Field discipline
✓Preset is default — override is exception with reason
✓Commercial lead reviews override rate monthly
✓Audit shows who moved price on which door
✓Scroll guide for CSV columns + builder alignment
✓Director approval for overrides above threshold
✓Client-visible quote text matches internal keys

Override culture erodes standardisation fast on large contracts.

Guide below Site pricing →

Pair with the builder guide so install presets and commercial keys never diverge quietly.