The Cloud catalog provides four ways to manage the materials and labor you sell to your customers: 

You can create and manage these items from the Catalog in the left navigation menu.

Products are brand and model-specific items (aka equipment) that you sell and typically comprise the bulk of your catalog.

Examples include speakers, cameras, and cables.

Labor is the time required to complete the tasks in the projects you are tracking on Cloud. Labor is a fee you charge your customers in addition to the price of the products supplied as part of the project.

On Cloud, labor is associated with a ‘Labor Type.” Labor types determine the rate and cost for any labor of the specific type. Labor associated with a type “inherits” the values of its type - saving you time and effort when quoting labor.

Like equipment (products), labor can also be associated with a specific project phase. For example, Consultation labor in the Design or Rough-In phase, and Installation labor is in the Installation phase.

You can manually add labor for all products and tasks in a project or use our curated labor estimates.

Learn more about labor

Allowances are placeholders for materials that would otherwise be included as a product. Unlike their product counterpart, they do not have a brand or a model and instead have only a name.

Allowances are great for estimating and include a feature that allows the price of the allowance to be calculated based on the condition of an opportunity you define. This feature is unique to allowances and is not available on products.

Examples include "Large television" or "Lighting Control System Allowance."

​Learn more about allowances

A Package is a group of items you want to combine, like a box of items or a standard configuration you frequently install. Using packages, you can have the items in the package shown as one item or list out the package items independently in the proposal, so your customer will have no idea it was in a package.

​Learn more about packages

You can create two types of packages on Cloud.

Product and Labor packages

Product and Labor packages can accommodate products and labor requirements added as labor types.

For example, a bunch of A/V equipment, including TV, home theater, and speakers, and the labor types and hours required for wiring, installing, and programming the entire setup.

​Labor packages

Labor packages can contain only labor requirements, such as those for the service offerings in your business.

For example, a Site Supervision package with labor for site surveys, quality checks, and cleanup conducted by different contractors but offered as a single labor package.