Settings
Your Items
Save the line items only your company uses, with a name, unit and price. Anyone on the team can add them in Settings > Pricing, and they show up in autofill for the whole team.
Some of your work isn't in any catalog: a specialty service, a fee you always charge, a task you scope your own way. Your Items lets you save those as reusable line items, so you enter them once instead of on every job.
Anyone on the team can add and manage Your Items. It's built for whoever finds the missing item on site, not only for the office. It doesn't need a company address either.
What a saved item holds
Each item has three fields:
- Name: how it reads on the estimate and the PDF
- Unit: how you charge it, picked from a list (EA, SF, LF, SY, CF, HR, DAY, WK, GAL, LB or ROLL)
- Price: what you charge per unit
Save an item
- Open the account menu and choose Settings.
- Select the Pricing tab. On a phone, pick Pricing from the dropdown at the top of Settings. Members see Your Items right away. Admins find it below Company Pricing.
- Type the Item name, pick the Unit and enter the price.
- Click Add, or press Enter. Saved appears next to the Settings title.
To change a price, edit it in the list and press Enter or click away. To remove an item, click its trash icon.
Start from a suggestion
As you type a name, Wave can suggest close matches. Pick one to fill in its name, price and, when it has one, its unit. Nothing saves until you click Add, so adjust anything first.
Using saved items on an estimate
Wave never suggests your saved items on its own. They're for your team to add by hand.
When anyone adds or edits a line on a job's Estimates tab, your saved items show up in the autofill as they type, mixed in with Wave's catalog items. Pick one and its name, unit and price drop in. You can still change the quantity, or any other field, for that job. See Add a custom line item.
Saved items are shared across your company, so the whole team quotes the same name and price for the same work.
Your Items or custom pricing
- Your Items adds new line items that only your company uses. Anyone on the team can manage them.
- Custom pricing changes the price of items Wave already carries, for the whole company. Only Admins can set it. See Custom pricing.
Related
- Custom pricing: set your own price on items Wave already carries
- Add a custom line item: where your saved items autofill
- Edit a line item manually: change a line after you add it
- Settings overview: every Settings tab and who sees it