Set up your quoting suite
Use Shop → Shop Standards to define what you sell. Use Money → Quote Settings for pricing and how new quotes behave. Both pages require the Settings permission.
1. Choose your services
In Shop → Shop Standards → What you sell, turn on Wrap, Window tint, PPF, Print & signs, or Other work. + Add your own creates a named service such as ceramic coating. These choices control the service chips on new quotes and the service tabs in Quote Settings. Print & signs quotes are priced from your print catalog — sizes, selling rates, quantity breaks and finishing options set once under Money → Quote Settings → Materials, labor & add-ons → Print & signs → 1. Print catalog. Load starter catalog there adds five starter products with suggested rates, badged suggested — edit to your shop until you save each one. See Print products; the steps below about films and the area estimator apply to wrap.
2. Choose your materials
Open Money → Quote Settings → Materials, labor & add-ons → Wrap → Add film.
- Choose vinyl from inventory selects the exact stocked item. Check the SKU, especially when several rolls have the same product name.
- Laminate (optional) links a separate laminate inventory item.
- Or start from a material preset searches the catalog and suggests a selling price and durability. It does not prove that material is stocked, and it does not know what you paid.
- For a new vinyl or laminate preset, Save preset to inventory & set roll cost creates an inventory item with zero stock. This saves the inventory item immediately; the quote film still needs Add film. Receive purchased stock through Inventory/Purchasing separately.
3. Enter what the roll costs you
For a selected inventory item, enter Width (in), Length (ft), and Cost per roll, then press Save roll cost. The panel shows roll area and cost per square foot. Saved lengths previously entered in yards are converted to feet for this panel.
Example: a 60-inch-wide, 150-foot-long roll contains 750 sq ft. If it costs $750, the material cost is $1 per sq ft.
This saves the inventory item's purchase cost and dimensions. It does not add stock, record a purchase expense, or change your selling price. For an item not measured in square feet, manage its cost in Inventory. Existing quote films expose the same controls through Roll cost & stock.
4. Set what customers pay
Enter Charge for vinyl / sq ft and Charge for laminate / sq ft. The combined amount is the material selling rate used by area estimates. Square-foot inventory items initially supply their saved selling price; you can edit the quote film's rate.
Keep purchase cost and selling price separate: $1 per sq ft of cost does not mean you must charge $1. Saving a roll cost does not set a markup or change the film price automatically. Press Add film to save the quote film. Use its star to make it the default material for new area estimates.
5. Set labor rates
Below materials, open 2. Labor rates. Add or rename labor rows, choose Per hour, Flat fee, Per sq ft, or Per panel, and enter your rate. Set default hours or panels where applicable. Hours come from the vehicle uses measured installation hours; On new estimates decides whether the row starts on new estimates. Press Save labor.
6. Add per-item extras
Use 3. Per-item add-ons on Wrap, 2. Per-item add-ons on Print & signs, or the items list under another service tab. Add a name, price, unit, default quantity, and tax basis. Examples include shop supplies, design fees, disposal, or removal.
- On every new [service] quote includes the item automatically.
- Customer can add this makes it an optional customer-selected add-on.
- Starter items with zero prices remain inactive until priced and enabled.
7. Build your tint or PPF price grid
Off until it's turned on for your shop. Window kits are rolling out shop by shop; until then the Window tint and PPF tabs show only their items list, as in step 6, and this step doesn't apply.
With window kits on, the Window tint and PPF tabs open with 1. Price grid above 2. Per-item add-ons. The grid is what a Window kit or Coverage package quote prices from in one tap (see Quotes).
- Start with one price. Tint asks what you charge for ceramic on a car, both sides and the back glass ("Full car · Car · Ceramic"); PPF asks for a full front in premium gloss on a car. If your items list already has a priced "Full car — ceramic" (or "Full front"), the box opens with that price and says so. Type it and tap Build my price grid. The price has to be between $10 and $50,000.
- Every other price is suggested from it — each film (Carbon / Ceramic / IR ceramic; Standard gloss / Premium gloss / Matte), each vehicle (Car / SUV / Truck / Van) and each window set or package — rounded to the nearest $5. A suggested price wears a suggested chip and a dotted underline until it's yours. Pick a Film and a Vehicle chip to see that column.
- Make a price yours by typing over it; it saves when you leave the box or press Enter (Escape undoes the edit). "Enter a price like 120 or 120.50" means the box couldn't read the number.
- Confirm all suggestions — when the amber box says "54 prices are suggestions from your anchor", check them, change any, then confirm the rest in one go ("Use all 54 suggested prices?" → Use them). They stop showing "suggested" here and on new quotes.
- Blank = not offered. Clear a price and leave the box blank for anything you don't sell; a quote then asks for a typed price instead of using one.
- Change the anchor (Change beside it, or edit the anchor cell) to re-suggest everything. It recalculates only prices that are still suggestions — prices you typed or confirmed are never touched — and the toast says how many moved: "Anchor updated — 31 suggested prices recalculated. Prices you typed were left alone."
- Existing quotes keep the prices they were written with; a grid change reaches a draft only when you change its film or vehicle.
- The grid is shared by every location in your shop. Changing it needs the Settings permission; anyone who can quote can price from it.
8. Finish your quote defaults
The remaining cards in Quote Settings are Quote defaults, Quote flows, Sales tax & region, and Advanced. Set deposit, validity, terms, waste, document appearance, and tax. New quotes open as sets each service's preferred pricing flow. Advanced contains install-style adjustments.
Existing quotes retain their saved numbers. On an editable estimate, Re-run estimate can pull updated rates. Auto-deposit rules and payment instructions are read at approval, so those changes can affect the next approval of an older quote.
Use materials on a job
The new-job modal includes the shared preset picker and inventory selection. In an existing job, Materials → Plan a material adds planned material without deducting stock. Confirm the amount used later. The roll picker remains available for actual usage.