T-02: Import the 30-item price book from CSV, including options

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Jobber's Products & Services CSV template has Name, Description, Category (Service/Product), Unit Price, Unit Cost, Duration Minutes, quantity flags and Taxable: no item code field and no option tiers. Codes were carried as a [CODE] prefix in Description; the three replacement packages (RIDGELINE-REPLACE-01/02/03) were imported as single items at the good-tier amount with the good/better/best tiers written into Description because the importer cannot represent them. Import of 30 rows succeeded without errors: list went from 8 pre-loaded HVAC sample services to 38 items; all 30 codes present, no duplicates of RIDGELINE-DIAG, RIDGELINE-REPAIR-01 or RIDGELINE-PART-01. Part names with a comma and quotation marks ('Fixture part 1, "example"') imported intact. Pass criteria partially met: codes and descriptions preserved via workaround, option tiers not preserved as options. Note: Jobber pre-loads eight HVAC sample services during onboarding; the file was injected into the native file input by the coordinator's browser (no OS dialog).

Execution exe-jobber-t-02-20260928-1 · Protocol 1.0.0 · MacBook Air M3 24 GB · macOS Tahoe 26.6.2 · Claude desktop built-in browser (Chromium) · Home fibre, Cádiz, Spain

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Materials & Services > Bulk Import. The sample CSV has Item Number, Name, Purchase Cost, Price. Our 30-item fixture (items-servicem8.csv: item number, name, description, price, cost) was auto-detected ('Item Number -> Item Number', 'Name', 'Price', 'Cost -> Purchase Cost') with the notice 'Imported materials will use your default tax rate (TAX). Prices will be imported as tax inclusive.' Choosing 'No, adjust settings' shows the mappable fields: item number, name, purchase cost, quantity in stock, price, price includes taxes, tax rate, item is inventoried, barcode. Description cannot be imported (although materials have a description field), there is no category and no good/better/best option structure; replacement packages came in at the good price. All 30 items plus the default 'Labour' ($80) were active within about a minute (background import). Prices are stored as tax-inclusive by default; the account's default 'TAX' rate is 0% after switching the region to United States, so amounts are unaffected in our lab, but a US contractor would need to map a 'Price Includes Taxes' column or edit items afterwards. Result partial: fast and clean for codes and prices; descriptions, categories and option tiers are lost.

Execution exe-servicem8-t-02-20260929-1 · Protocol 1.0.0 · MacBook Air M3 24 GB · macOS Tahoe 26.6.2 · Claude desktop built-in browser (Chromium) · Home fibre, Cádiz, Spain