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Start a Book when you have no price book yet. Kordless guides you through a consequence-driven interview about what you sell and how the work behaves, then composes your answers into a structured draft you can review, calibrate, verify, and publish.

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Before you start

  • A workspace with an active Test environment (your first Book always starts in Test)
  • No existing price book is required — this method exists for businesses that are pricing for the first time

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Steps

1

Open the Book start screen

From the Book overview, select Start your Book (or Add pricing if a draft already exists). The start screen asks: How would you like to start your pricing?
2

Choose Help me design my pricing

Selecting this method navigates to a dedicated guided-setup page — it is not a chatbot and not an empty catalog editor.The guided interview asks the smallest set of consequential questions in ordered sections.
3

Answer: What do you sell?

List the services you offer, one per line. This becomes the shape of your Book. This section is required.
4

Answer: How do you set the price?

For each service, describe how you decide the price and state a typical amount. Include any minimum charge.Within this section, an optional Work out a price from your costs helper lets you enter materials, labor time, labor rate, other costs, minimum charge, target margin, or a price you have in mind. It calculates a break-even floor and a target with visible derivation. You can insert the calculation into your answer or save the numbers as economic assumptions for the Book.
5

Answer: What changes the price?

Describe the details that move the price up or down — vehicle size, condition, add-ons, or any factor that changes what you charge. Kordless turns these into the questions a quote asks.
6

Answer: What won't you quote automatically?

List work you would rather price in person — full repaints, commercial fleets, accident damage. Kordless routes these to you instead of guessing.
7

Submit

Submit your answers. Kordless composes them into one structured explanation, provisions your first Book workspace, ingests the explanation as an interview source, and schedules extraction.You land on the Book overview, which shows “Extracting” while Kordless drafts the Book.

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The economics helper

Within the pricing section, the economics helper lets you work out a price from your costs. It accepts:
  • Materials — what the job costs you in materials
  • Labor time — minutes of labor
  • Labor rate — your hourly rate
  • Other costs — any additional cost
  • Minimum charge — the lowest price you will accept
  • Target margin — the percentage above your costs you want to earn
  • A price you have in mind — an owner-stated target that overrides the margin
The helper calculates and shows:
  • A break-even floor from your costs
  • A target from your margin or your stated price
  • Assumptions that went into each number
  • Sensitivity — how the target changes when a key assumption moves
The economics helper distinguishes four value types. They are structurally distinct, and none of them is an authorized price:
  • Calculated floor — from your cost and capacity inputs
  • Owner target — the price you stated you want to charge
  • Evidence-derived proposal — from your stated assumptions
  • Kordless suggestion — clearly labeled, not authorized
Each calculation carries a provenance chip — From your numbers for calculated values, You told us for an owner-stated target, or Suggested for a Kordless proposal — so an unverified suggestion is never styled like an authorized price.

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Drafting a pricing rule

After saving your economic numbers, you can draft a pricing rule. Choose from five structures: Drafting a rule creates an unverified proposed Statement on your Book draft. Nothing can quote from it until you verify it through Verify Statements.

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What Kordless produces

Kordless composes your answers into a structured draft: services, rules, factors, tables, and policies. Each rule shows its derivation on demand. Calculated values carry From your numbers provenance; owner-stated values carry You told us; any Kordless suggestion carries Suggested.

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What remains unverified

Completing the guided flow is not evidence that the model is commercially correct. You must still verify every material rule through Verify Statements before the Book can publish.
Every proposed value — whether calculated, owner-stated, or suggested — remains unverified until you explicitly verify it. No suggested or calculated value becomes an authorized rule without your explicit action.

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Combining with other methods

You can add sources from other starting methods to the same Book later. For example, complete the guided setup, then import a spreadsheet to fill in specific prices.

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If it does not work

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Next

Review the draft

Inspect the constructed Book draft and correct meaning.

Calibrate scenarios

Test the Book against representative and boundary cases.