How To Add An Item From The AutoCost Library

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Overview

AutoCost pulls item pricing directly from major retailers based on your location: Home Depot and Lowe's in the United States, and Home Depot and Rona in Canada. This lets you import materials into your proposal at current, location-based pricing instead of entering costs manually.

Before You Begin

• Enter your zip code in your company settings before using AutoCost. This ensures AutoCost pulls the correct pricing for your location.

1. In your proposal, click the Add Item button.
2. From the dropdown, select Browse Library.
3. Click the OK button.
4. Select AutoCost to see items available specifically to you and your location at current pricing.
5. Find the item you want, either by browsing the categories or by entering a search term (e.g., "toilets") in the search bar at the top and clicking Search.
6. Review the displayed items, including stock availability in your area or online.
7. Select the desired item from the results (e.g., a specific toilet model).
8. Click Add One to Estimate to include it in your proposal.
9. Click on the added item to edit its description, costs, labor, and other options.
10. In the item details, add a description, adjust unit pricing and markup, update quantities and labor costs, and make any other modifications needed for your item.

Additional Notes

• Item availability may vary based on location and stock levels.
• Retailers like Home Depot and Lowe's do not provide labor costs, so you will need to input these manually for a complete estimate.

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Why This Matters

• Lets you import materials at accurate, up-to-date pricing based on your location instead of manually researching and entering costs.

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Summary

Adding an item from the AutoCost library lets you pull current, location-based pricing from major retailers directly into your proposal by browsing the library, searching for an item, adding it to your estimate, and editing its details as needed.