What is the Catalog?
The Catalog has two main sections:
Materials → used during takeoffs
Cost List → used for pricing, labour, and estimates
📌 Items created here can be reused across all your projects
How to Add a New Cost Item
Go to Catalog → 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
📌 Example:
1 brick covers 3.5 sqft → allows automatic quantity calculations
How to Edit or Delete Cost Items
Go to Catalog → Cost List
Find your item
Click the 3 dots (⋮)
Select:
Edit Pricing
Delete Pricing
📌 Editing updates the item wherever it’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
📌 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
📌 Together, they connect:
Takeoff → Quantities → Cost → 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
