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How do I manage Materials & Cost List (Catalog)?

Your Catalog is where you create, edit, and store materials, labour, and cost items for reuse across projects.

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Written by TakeCost
Updated today

What is the Catalog?

The Catalog has two main sections:

  • Materials โ†’ used during takeoffs

  • Cost List โ†’ used for pricing, labour, and estimates

๐Ÿ“Œ Items created here can be reused across all your projects

How to Add a New Cost Item

  • Go to Catalog โ†’ Cost List

  • Click + New Cost Item

Fill out:

  • Cost Item Name

  • Sold By (each, hour, pallet, etc.)

  • Coverage (e.g., 1 unit covers 3.5 sqft)

  • Coverage Type (sqft, LF, etc.)

  • Cost per Unit

  • Waste Factor (optional)

  • (Optional) Description

Click Done to save

๐Ÿ“Œ Example:
1 brick covers 3.5 sqft โ†’ allows automatic quantity calculations

How to Edit or Delete Cost Items

  • Go to Catalog โ†’ Cost List

  • Find your item

  • Click the 3 dots (โ‹ฎ)

  • Select:

    • Edit Pricing

    • Delete Pricing

๐Ÿ“Œ Editing updates the item wherever itโ€™s used moving forward

How to Use Catalog Items in Your Estimate

When working in your estimate or worksheet:

  • Click + Line Item

  • Search and select from your existing Cost List

Or:

  • Click + Create New Line-item to add a new one on the fly

๐Ÿ“Œ Newly created items can be saved and reused later

How Materials Connect to Takeoffs

  • Materials are selected during your takeoff (Properties panel)

  • Cost List items are applied during estimating

๐Ÿ“Œ Together, they connect:
โ€‹Takeoff โ†’ Quantities โ†’ Cost โ†’ Estimate

When should I use the Catalog?

Use the Catalog when you want to:

  • Standardize pricing across jobs

  • Save commonly used materials or labour rates

  • Avoid re-entering the same data repeatedly

  • Build reusable assemblies and cost structures

Summary

  • Materials = what you measure

  • Cost List = how you price it

  • Add, edit, or reuse items anytime from the Catalog

  • Use + Line Item to bring them into your estimate

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