ATLAS
Pricebook & Quote Builder

The in-home sales engine. Browse your pricebook, build quotes with Good/Better/Best tiers, present to homeowners, and close deals with AI-powered design studio.

1 Browse
2 Search
3 Build
4 Present
5 Close
6 Tools
7 New Quote
8 Offline
9 Tax
10 CSR Tree
Section 1 — Pricebook Dashboard
Pricebook Dashboard
9:41
Pricebook
Search tasks, codes, categories...
161
161
Total Tasks
32
Categories
Categories
Heating & Furnace
24 tasks
Air Conditioning
18 tasks
Duct Cleaning
12 tasks
Smart Home & Controls
9 tasks
Plumbing
21 tasks
AI-ImportedYour pricebook was extracted from COIT_Pricebook_2026.xlsx. 161 tasks across 32 categories.

PricebookDashboard — categories, stats, search

useQuery(api.pricebook.getCategories)

Search Results
9:41
Heating & Furnace
furnace
6 results in Heating & Furnace
HF-101Complex
Replace 80K BTU Gas Furnace
Labor: $2,800 · Materials: $1,400
$4,200
HF-102Moderate
Replace 60K BTU Gas Furnace
Labor: $2,200 · Materials: $1,100
$3,300
HF-110Simple
Furnace Tune-Up & Safety Check
Labor: $120 · Materials: $30
$150
HF-115Add-on
Smart Thermostat Install
Labor: $200 · Materials: $150
$350

PricebookSearch — codes, complexity badges, prices, + buttons

useQuery(api.pricebook.searchTasks, { query, categoryId })

Section 3 — Quote Builder
Quote Builder
9:41
Quote Builder
Customer
Jennifer Morrison
1847 Oak Ridge Dr, Canton OH 44718
(330) 555-0234
Line Items (3)
Replace 80K BTU Gas Furnace
Labor: $2,800 · Materials: $1,400
10yr warranty
$4,200
Duct Cleaning — Full System
Labor: $350 · Materials: $100
+$25 bonus
$450
Smart Thermostat Install
Labor: $200 · Materials: $150
Suggested add-on
$350
Add Line Item
Subtotal$5,000
Tax (5.75%)$288
Total$5,288
Cross-Sell EngineThermostat was auto-suggested based on the furnace replacement. Average ticket +7%.
Save & Present

QuoteBuilder — 3 line items, live totals, pulsing CTA

useQuery(api.pricebook.getQuoteSession, { quoteId })

Section 4 — Good / Better / Best
Tier Selection
9:41
Choose Your Plan
Good / Better / Best
Pick the option that fits your budget and needs.
Good
Economy
$3,800
Standard 60K BTU furnace
5-year parts warranty
Basic installation
RECOMMENDED
Better
Most Popular
$4,200
$175/mo × 24
0% APR
High-efficiency 80K BTU furnace
10-year parts & labor warranty
Full duct inspection
Smart thermostat included
Priority scheduling
Best
Premium
$5,800
$242/mo × 24
0% APR
Top-of-line 96% AFUE furnace
Lifetime compressor warranty
Complete duct cleaning
Smart thermostat + zoning
Air quality monitor
Annual maintenance (2 yrs)
Same-day emergency service
Select & Send to Customer

TierSelection — Good/Better/Best with financing

useMutation(api.pricebook.presentQuote)

Section 5 — Quote Accepted
Quote Accepted
9:41
Quote Status
Quote Accepted!
Jennifer Morrison chose the Better plan.
Your Commission
Base (10%)$420
Cross-sell bonus+$25
Total Earned$445
Plan SelectedBetter
Quote Total$4,200
Payment$175/mo
Deal ClosedContract auto-generated and sent for signature. Escrow funding will begin after signing.
View Contract

QuoteAccepted — celebration, commission breakdown

useMutation(api.pricebook.acceptQuote)

Section 6 — Sales Tools
Design Studio
9:41
Design Studio
Upload Room Photo
or take a photo now
Style
Modern
Traditional
Farmhouse
AI Rendering Prompt
Show modern HVAC installation with concealed ductwork and smart controls...
Generate AI Rendering
Sell the VisionAI renderings show the homeowner what the finished job looks like before work begins.

DesignStudio — photo upload, style picker, AI render

useMutation(api.designStudio.generateRendering)

Sales Materials
9:41
Sales Materials
PDF Decks
HVAC System Comparison
12 pages · Updated Mar 2026
Financing Options Guide
6 pages · Updated Feb 2026
Energy Savings Calculator
4 pages · Updated Jan 2026
Upload New
Drop files here
PDF, PPTX, or images up to 25MB

SalesMaterials — PDF deck list, upload zone

useQuery(api.pricebook.getSalesDecks)

Margin Settings
9:41
Settings
Material Markup
35%
Labor Markup
20%
Tier Pricing
Good
-15%
Better
Base
Best
+25%
Visibility
Show pricing to techs
Show margin details
Auto-suggest add-ons
Hidden MarginTechs see task prices but never see your markup or profit margins.

MarginSettings — markup sliders, tier pricing, visibility

useQuery(api.pricebook.getSettings)

Section 7 — New Quote Entry
New Quote Entry

Customer selection, line items, pricing tiers, totals

9:41
New Quote
Customer
JM
Jennifer Morrison
1847 Oak Ridge Dr, Canton OH 44718
(330) 555-0234
Line Items (2)
Replace 80K BTU Gas Furnace
HF-101 · Complex
$4,200
Qty
-
1
+
Better Tier
Smart Thermostat Install
HF-115 · Add-on
$350
Qty
-
2
+
Suggested
Add Line Item
Subtotal (3 items)$4,900
Tax (5.75%)$282
Discount-$0
Total$5,182
Quote EntryTap any line item to adjust tier or quantity. Totals recalculate in real-time as you build.
Create Quote

NewQuoteEntry — customer select, quantities, tiers, live totals

useMutation(api.pricebook.createQuoteSession)

Section 8 — Offline-First Session
Offline Session

Cached pricebook, sync status, conflict resolution

9:41
Quote Builder
Offline Mode
Working from cached pricebook data
Last sync: 14 min ago
161 items cached
Pending Changes
Quote #Q-2847
Jennifer Morrison · $4,200
Synced
Quote #Q-2848
Robert Chen · $3,300
Pending
Quote #Q-2846
Lisa Park · $5,800
Price updated on server — tap to resolve
Conflict
Synced1
Pending Upload1
Conflicts1
Offline-FirstQuotes created offline sync automatically when you regain signal. Conflicts are flagged for manual resolution.
Sync Now

OfflineSession — cached data, sync badges, conflict resolution

useQuery(api.pricebook.getOfflineQueue)

Section 9 — Stripe Tax Integration
Stripe Tax Integration

Tax config, auto-calculate, jurisdiction rates, exemptions

9:41
Tax Settings
Stripe Tax
Connected · Auto-calculate enabled
Active
Auto-calculate tax
Use Stripe Tax API for real-time rates
Include in quote preview
Show tax estimate before presenting
Tax Rates by Jurisdiction
Ohio State
5.75%
Stark County
1.50%
Canton City
0.00%
Combined Rate7.25%
Tax Exemption
Exemption Certificate ID
Enter certificate number...
Exemption Reason
Resale
Government
Non-Profit
Other
Quote Preview with Tax
Subtotal$4,200
State Tax (5.75%)$241.50
County Tax (1.50%)$63.00
Total$4,504.50
Stripe Tax APITax rates auto-update per jurisdiction. No manual rate tables needed. Supports exemptions and reverse-charge scenarios.

StripeTaxIntegration — auto-calc, jurisdiction rates, exemptions

useQuery(api.stripe.getTaxSettings)

Section 10 — CSR Decision Tree
CSR Decision Tree

Scripted questions, branching logic, service recommendation

9:41
Service Advisor
3 of 5
Is the unit making unusual noises?
Yes
Is the unit older than 15 years?
No
Question 3 of 5
Has the furnace been serviced in the last 12 months?
Yes
No
4
Are there cold spots in the home?
5
Is there a carbon monoxide detector near the unit?
Recommended Service (based on answers)
Furnace Diagnostic & Tune-Up
Noisy unit + recent model = service, not replace
Estimated$150 - $350
Decision TreeAnswer all questions to get a tailored service recommendation. The tree adapts based on your previous answers.
Book Service

CSRDecisionTree — scripted flow, branching, service recommendation

useQuery(api.csr.getDecisionTree, { serviceType })

1 Browse
2 Quote
3 Present
4 Tools
Pricebook Browser & Task Detail
9:41
Pricebook
Search tasks...
Categories
Heating & Furnace
24
Air Conditioning
18
Duct Cleaning
12
Smart Home
9
Plumbing
21
Heating & Furnace (24 tasks)
HF-101Complex
Replace 80K BTU Gas Furnace
Labor: $2,800 · Materials: $1,400
$4,200
HF-102Moderate
Replace 60K BTU Gas Furnace
Labor: $2,200 · Materials: $1,100
$3,300
HF-115Add-on
Smart Thermostat Install
Labor: $200 · Materials: $150
$350
Quote Builder & Live Summary
9:41
Quote Builder
Jennifer Morrison
1847 Oak Ridge Dr, Canton OH 44718
Line Items
Replace 80K BTU Gas Furnace
Labor: $2,800 · Materials: $1,400
$4,200
Duct Cleaning — Full System
Labor: $350 · Materials: $100
$450
Smart Thermostat Install
Labor: $200 · Materials: $150
$350
Summary
3 items$5,000
Tax$288
Total$5,288
Tier Preview
Good$3,800
Better$4,200
Best$5,800
Present
Presentation & Tier Selection
9:41
Choose Your Plan
Good / Better / Best
Choose the option that's right for you.
Economy
$3,800
Standard furnace
5yr warranty
Basic install
Select Good
RECOMMENDED
Most Popular
$4,200
$175/mo
80K BTU furnace
10yr warranty
Duct inspection
Smart thermostat
Priority scheduling
Select Better
Premium
$5,800
$242/mo
96% AFUE furnace
Lifetime warranty
Full duct cleaning
Zoning + thermostat
Air quality monitor
Select Best
Design Studio & Sales Materials
9:41
Sales Tools
Design Studio
Upload Room Photo
Modern
Traditional
Farmhouse
Generate AI Rendering
Sales Materials
HVAC System Comparison
12 pages
Financing Options Guide
6 pages
Energy Savings Calculator
4 pages
Upload Materials
1 Manager
2 Builder
3 Pipeline
4 Studio
5 Settings
Pricebook Manager
https://app.3bids.io/contractor/pricebook
3BidsPricebook
Pricebook
Browse
Quote Builder
Quotes
Design Studio
Settings
Sales Tools
Sales Decks
Cross-Sell
Analytics
MK
Mike Kowalski
Contractor
Pricebook Manager
161
Total Tasks
32
Categories
$4,820
Avg Ticket
35%
Avg Margin
Categories
Heating & Furnace
Air Conditioning
Duct Cleaning
Smart Home
Plumbing
Electrical
Code
Task
Labor
Materials
Total
HF-101
Replace 80K BTU Gas Furnace
$2,800
$1,400
$4,200
HF-102
Replace 60K BTU Gas Furnace
$2,200
$1,100
$3,300
HF-110
Furnace Tune-Up & Safety Check
$120
$30
$150
HF-115
Smart Thermostat Install
$200
$150
$350
Quote Builder
https://app.3bids.io/contractor/pricebook/quote/new
3BidsPricebook
Pricebook
Browse
Quote Builder
Quotes
Design Studio
Settings
Sales Tools
Sales Decks
Cross-Sell
Analytics
MK
Mike Kowalski
Contractor
Quote Builder
Customer
JM
Jennifer Morrison
(330) 555-0234
1847 Oak Ridge Dr
Canton, OH 44718
Property Type
Single Family Home
Line Items
Task
Breakdown
Price
Replace 80K BTU Gas Furnace
10yr warranty
L: $2,800
M: $1,400
$4,200
Duct Cleaning — Full System
+$25 bonus
L: $350
M: $100
$450
Smart Thermostat Install
Suggested add-on
L: $200
M: $150
$350
Summary
Subtotal$5,000
Tax (5.75%)$288
Total$5,288
Save & Present
Cross-SellThermostat auto-suggested. Average ticket +7%.
Quote Pipeline
https://app.3bids.io/contractor/pricebook/quotes
3BidsPricebook
Pricebook
Browse
Quote Builder
Quotes
Design Studio
Settings
Sales Tools
Sales Decks
Cross-Sell
Analytics
MK
Mike Kowalski
Contractor
Quote Pipeline
12
Total Quotes
3
Presented
7
Accepted
$58K
Pipeline Value
58%
Close Rate
Customer
Items
Total
Status
Tier
Jennifer Morrison
1847 Oak Ridge Dr
Furnace, Duct, Thermostat
$4,200
Accepted
Better
Robert Chen
442 Maple Ave
AC Unit, Duct Seal
$6,800
Presented
Pending
Lisa Park
891 Elm St
Water Heater, Pipe
$3,200
Accepted
Best
David Wright
1520 Pine Blvd
Furnace Replace
$4,500
Draft
—
Design Studio
https://app.3bids.io/contractor/pricebook/design-studio
3BidsPricebook
Pricebook
Browse
Quote Builder
Quotes
Design Studio
Settings
Sales Tools
Sales Decks
Cross-Sell
Analytics
MK
Mike Kowalski
Contractor
Design Studio
Before
Upload Room Photo
After (AI Generated)
AI rendering will appear here
Style:
Modern
Traditional
Farmhouse
Industrial
Generate AI Rendering
Settings
https://app.3bids.io/contractor/pricebook/settings
3BidsPricebook
Pricebook
Browse
Quote Builder
Quotes
Design Studio
Settings
Sales Tools
Sales Decks
Cross-Sell
Analytics
MK
Mike Kowalski
Contractor
Settings
Markup Configuration
Material Markup
35%
Labor Markup
20%
Tier Pricing
Good
-15%
Better
Base
Best
+25%
Visibility & Automation
Show pricing to technicians
Techs see task prices on their device
Show margin details
Display markup percentages in reports
Auto-suggest add-ons
AI recommends cross-sell items
Auto-generate tiers
Create Good/Better/Best automatically
Hidden MarginTechnicians see task prices but never see your markup percentages or profit margins.

Data Architecture

Pricebook & Quote Builder — in-home sales engine with Good/Better/Best tier presentation, AI design studio, and commission tracking.

Source Files

  • screen pricebook/index.tsx
  • screen pricebook/search.tsx
  • screen pricebook/quote-builder.tsx
  • screen pricebook/tier-selection.tsx
  • screen pricebook/design-studio.tsx
  • screen pricebook/settings.tsx

Convex Queries

  • query getCategories
  • query searchTasks
  • query getQuoteSession
  • query getQuoteSessions
  • query getSettings

Convex Mutations

  • mutation createQuoteSession
  • mutation addItemToQuote
  • mutation presentQuote
  • mutation acceptQuote
  • mutation importPricebook

Quote Flow

draft
presented
accepted
converted
(terminal:)
declined
expired

Key Design Decisions

Hidden Margin

Technicians see task prices but never see markup percentages or profit margins. Owner maintains full control over pricing strategy.

Good-Better-Best

Three-tier pricing psychology. Better tier is visually dominant — terracotta border, cream background, RECOMMENDED badge. Closes 2x more deals.

Offline-First

Quote builder works in basements and attics with no signal. Syncs when connection returns. In-home sales can't depend on WiFi.

Cross-Sell Engine

AI auto-suggests complementary items based on the primary task. Thermostat with furnace, duct cleaning with AC. Average ticket +7%.

AI Design Studio

Photo-to-rendering pipeline. Contractors show homeowners what the finished job looks like before work begins. Visual selling at scale.

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