Building a quote line item library
Save your most-used services and materials as reusable line items so you can build accurate quotes in minutes, not hours.
How to build your line item library
- 1Go to Settings > Line Items in the Trade2Base dashboard to open your line item library.
- 2Click “Add line item” and enter the item name, default description, unit price, VAT rate and unit of measure (e.g. each, m², hour, day).
- 3Group related items using categories (e.g. Labour, Materials, Call-out charges) to keep the library organised as it grows.
- 4When creating a quote, click “Add from library” and search or browse your saved items — they populate the quote line with your default price and description, which you can override for this quote.
- 5Update library prices periodically as material costs change — go to Settings > Line Items, filter by category and update prices in bulk.
Tradespeople who build a comprehensive line item library report saving 20–30 minutes per quote. For a business quoting 10 jobs per week, that is 3–5 hours back per week.
Frequently asked questions
Yes. Go to Settings > Line Items > Import and download the CSV template. Fill in your items and upload the file — Trade2Base will validate and import them in bulk.
Library prices are shared across the business. If you need engineer-specific rates, use the Team > Rates feature to set labour rates per engineer, which are applied automatically when their time is logged to a job.
You can set a minimum price per line item to prevent quotes being sent below cost. When a quote line is edited below the minimum, Trade2Base highlights it as a warning before you send.
All prices in the library are stored exclusive of VAT. When you add an item to a quote, the VAT rate you set on that item is applied and shown separately on the quote and invoice.