📹 Video Guides — Materials, Products & Rates

Setting up your materials library

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How to create a product

Importing price lists & bulk price adjustment

Help & Support › Materials, Products & Rates

Materials, Products & Rates

Your pricing library is the foundation of fast quoting. Set it up once and you’ll select items from the library rather than typing prices from scratch on every job.

Materials

Materials are physical items you supply as part of a job — pipes, cable, timber, paint, and so on.

Adding a Material

  1. Tap Manage Materials, Products & Rates from the home screen
  2. Select the Materials tab
  3. Tap the + button
  4. Enter name, unit price, unit of measure, and optionally SKU and supplier
  5. Tap Save
cq help mpr 01 add material
💡 Tip: Organise materials into Groups (e.g. “Electrical Fittings”, “Copper Pipe”) for faster searching. Tap Create Group to add a category.
CoreQuote materials library list with search
Your materials library — search, group and manage all items

Bulk Price Adjustment

Long-press one or more materials to select them, then tap the +/− symbol at the top right to apply a percentage increase or decrease. If no materials are selected, the adjustment applies to all of them — useful when a supplier puts prices up.

📱 Screenshot: Materials list with long-press selection and bulk adjust iconcq-help-mpr-02-bulk-adjust.png

Products

Products are fixed-price items or bundles you sell — for example “Full Boiler Service — £350” or “Patio per square metre”. They appear in the quote line picker alongside materials and are great for jobs you quote regularly at a set price.

📱 Screenshot: Products tab showing list of fixed-price productscq-help-mpr-03-products.png

Labour Rates

Rates define your labour pricing. Add as many as you need — Standard Day Rate, Emergency Call-Out, Apprentice Rate, etc. Each rate can be set as hourly or daily.

📱 Screenshot: Rates tab showing hourly and daily labour ratescq-help-mpr-04-rates.png
💡 Tip: Build your materials library from your most common materials first. Even 20–30 items saves hours of typing every month.

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