Custom pricing on quote line items
When you add a price-book item to a quote, Essential fills in the price it resolves for that customer and property automatically. It resolves the price in this order: a price saved specifically for this property, then a rate sheet attached to the property, then a price saved for the whole customer, then a rate sheet attached to the customer, and finally the book (default) price.
If a line already uses a saved property or customer price, a small "Property price" or "Customer price" label shows under the amount; if the price instead comes from an attached rate sheet, the label names the sheet instead (for example "10% Off Inspections rate"). Hovering it shows the book price and the override.
If you type a unit price that differs from what the profile resolves, a "Save price" link appears alongside a muted "Book" reference. Clicking it offers three choices. This property saves the new price for just this property. All of (customer name) saves it for every property on that account.
Just this quote keeps it as a one-off and saves nothing. Saving writes the override so future quotes and invoices use it; a quiet "Saved to ..." note with an Undo link appears, and Undo actually removes the override, not just the message.
The "This property" option only appears when a property is selected on the quote. Custom pricing is edited on draft quotes where a customer is selected.
Where to find it: On a draft quote, after you add a line item from your price book and change its unit price, a "Save price" link appears under the price with a small "Book $X" reference.
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