One price book, faster quotes every time
Keep every product and service in a single reusable Items catalog, then drop them into estimates and invoices in a couple of taps - no spreadsheets, no retyping prices. Consistent numbers in the office and the field, online or off. Inventory locations and purchase orders are included with the Professional plan.
- Quote and invoice faster with prices that are already filled in for you
- Charge consistent, professional prices on every Job instead of guessing in the field
- Keep products, services, and billing in sync with QuickBooks
- Work from the same catalog in the office or on site, even when you are offline
What you can do with Products & Inventory
Reusable Items price book
Save your products and services once, with name, description, and default price, so line items are pre-filled every time you build an estimate or invoice. No retyping, no pricing math from scratch.
Products and services in one place
Track both the materials you sell and the labor or services you perform as Items in a single catalog, ready to drop onto any Estimate, Job, or Invoice.
Flows straight into billing
Items power your Estimates to Invoices to Payments flow. Pick from the catalog and the description and price carry through to the customer document automatically.
Edit from the field or office
Update an Item or add a new one from your phone on a Visit or from the desktop in the office. ProHelper is mobile-first and offline-first, so your catalog is there even with no signal and syncs when you reconnect.
QuickBooks-friendly
ProHelper connects to QuickBooks, so your products, services, and the invoices built from them stay aligned with your accounting.
Reporting on what you sell
Items feed Reports and dashboards, so you can see what you are quoting and billing across Jobs without exporting to a spreadsheet first.
Inventory locations
Included with the Professional plan: track stock across warehouses, trucks, and job sites so your team always knows what is on hand and where.
Purchase orders
Included with the Professional plan: create and send purchase orders to vendors, link them to Items, and keep stock replenished as you work.
Products & Inventory: questions answered
Items is your price book: a reusable list of the products and services you sell, with a name, description, and default price you can add to Estimates and Invoices. That is live today on every plan. Inventory locations and purchase orders, which track physical stock levels and replenishment across warehouses and trucks, are included with the Professional plan.
Yes. ProHelper is mobile-first and offline-first. You can pull Items into an Estimate or Invoice, or add a new Item, from your phone on a Visit, and it works even without a connection and syncs once you are back online.
ProHelper includes a QuickBooks integration so the Items you bill flow into your accounting. For the exact fields that sync, see your QuickBooks connection settings in the app.
They are part of the Professional plan. The Items price book is included on every plan, so you can build estimates and invoices from a reusable catalog on Essentials and add full inventory tracking when you move up to Professional.
Explore more of the platform
Every piece works together in one app, so there are no integrations to wire up and no setup headaches, just turn on what you need.
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