How To Use The Price Book in WorkZen

Guessing prices on the spot is how margins disappear. The Price Book is your single source of truth for services, parts, and warranties, so every quote your team sends matches what the business actually charges.

How the Price Book is organized

Open Price Book from the sidebar. Items live under three top-level sections: Service Categories, Product Categories, and Warranty Categories. Every item is a service, a product, or a warranty.

Inside a section, click New Category to build the structure your team actually thinks in ("Drain Services", "Water Heaters", "Fixtures"). Subcategories can nest up to 5 levels deep. Use Move item to relocate a single item, or select several and move or delete them in one action.

Add an item

Click New Item inside a category and fill in the fields:

Field	What it does
Item Name	What appears on estimates and invoices
Price	What the client pays
Cost and Markup	What it costs you, so you can see the margin behind every price
Tax Rate	Options come from your company's tax settings
SKU, Brand, Model number	Optional identifiers for parts
Item Image	Optional, square recommended, up to 5MB

Tip

Fill in Cost even though clients never see it. It turns every estimate into a margin check instead of a revenue guess.

Use items on estimates and invoices

When you build an estimate or invoice, the item picker searches your Price Book. Pick an item and it lands on the document with its name, description, price, and tax rate. Adding an item copies it onto the document, so later Price Book edits never rewrite a quote you already sent.

Everyone on your team can browse the Price Book. Adding and editing items requires the Manage Price Book permission.

Bundle items into packages

If you quote the same combination over and over, stop assembling it by hand. On the Price Book page, the Packages card ("Bundles of items for quick insert") opens your package list. Click New Package, name the bundle, and search your items to add them with quantities. Mark individual items Optional for upsells. Package items are pointers to your Price Book, so prices always reflect the current item price.

When it's time to quote, the item picker on any estimate or invoice has its own Packages tab. Select a package and every item lands on the document in one click, on web and mobile alike.

Plan availability

Packages are limited by plan: 3 on Zen (free), 20 on ZenGrow, unlimited on ZenAI.

Import your price list

Already have prices in a spreadsheet? Import them in one pass under Settings > Data Import. See how to import your data.

Step by step

Open a section

Go to Price Book and pick Service Categories, Product Categories, or Warranty Categories.

Create a category

Click New Category and name it after how your team thinks, like "Water Heaters" or "Maintenance". Subcategories can go up to 5 levels deep.

Add your items

Inside a category, click New Item. Enter the name and price, and optionally cost, markup, tax rate, SKU, brand, model number, and an image.

Use them on documents

When building an estimate or invoice, search the item picker and your Price Book items drop in with their set prices.

Frequently Asked Questions

No. Adding an item to a document copies it as a line item with the price at that moment. Price Book changes only affect documents you create afterward. Package contents are the exception inside the Price Book itself, since package items always point at the current item price.

Three types, matching the three top-level sections, services, products, and warranties. Each item lives in one type's category tree, and you can move it later, including across types.

Everyone on your team can browse it, because building estimates and invoices requires reading items. Creating, editing, moving, and deleting items, categories, and packages requires the Manage Price Book permission.

Yes. Settings > Data Import accepts a CSV of price book items, with a validation pass before anything is written and duplicate SKUs skipped automatically.

The free Zen plan includes 3 packages, ZenGrow includes 20, and ZenAI is unlimited. Items and categories are not limited by plan.