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PSPlatform feature

Products & services
from the Yes Foreman platform

Your price list lives in one spot, so quotes and invoices always use the right numbers. Even at 9pm.

Yes Foreman quotes showing products and services
QUOTEQ-3921
CLIENT
Harris · Balmain
  • Labour · 6 hrs$720
  • Materials$340
  • Call-out$85
TOTAL$1,145

Products & services in Foreman: how it works

A price list in someone's head gives you a different price every time. Foreman keeps your services and materials in one price book that quotes, invoices and the AI quote writer all draw from, so the numbers are consistent whoever builds the quote.

  1. Step 1

    Add services and materials

    Services are labour, with a unit, cost price and charge price. Materials are products with the same. The page shows your service and material counts and average margin.

  2. Step 2

    Give services a time norm

    Set default hours or hours per unit, for example 0.3 hours per square metre. The AI quote writer prices labour from these instead of guessing.

  3. Step 3

    Import what you already have

    Import a CSV (columns are matched by name, so Excel, Xero and ServiceM8 exports work) or pull items from your connected Xero price book.

  4. Step 4

    Let real hours correct it

    Labour insights compare your time norms with hours actually clocked on jobs, and suggest a new default when work consistently runs longer or shorter.

Products & services: common questions

How do quotes use the price list?

Quote and invoice lines offer catalogue autocomplete that fills in the current charge price, and AI-drafted quotes price services from your labour time norms.

Can I update prices in bulk?

Yes. Import a CSV and tick the option to update prices on existing items with the same name instead of skipping them.

Does it show my margin?

Each item shows its charge and cost price, and the page shows your average margin across the price list.

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