How to Use the Product Library in Houzz Pro

Access Product Library

Your product library is called My Items across all features on the Houzz Pro platform. You can access it to manage your items in your library by clicking on the Company icon in the left navigation, then clicking My Items under the Library section.

Filter Items

All Item types, including products, services, groups (designers), assemblies (builders), and material and labor (builders) will be available at the top of your My Items page to quickly filter by clicking the relevant item type. You can also use the search bar or filter by category to narrow down the items shown. Use the Type dropdown to select whether you want to show All, Active or Archived items.

Organize Items

Use the Organize By menu at the top of the page to adjust how your items are organized. You can choose to view them grouped by Category, Vendor or None.

Customize Columns

You can customize your column preferences on the My Items page by clicking the Customize button in the top right. In the Customize modal you can toggle on/off the columns you want to see as well as rearrange them by dragging them into place using the six dots to the left of each one. To hide images, toggle off Show Images under the Item Details section.

To reset the columns to their original settings, click Restore to Default in the bottom left of the modal.

Create New Items in Library

There are multiple ways to create and add items to your library, including manually adding, using Clipper, importing catalogs, and saving from our brand catalogs. Let's take a look at each option:

Manually Add Items

Click the Create New button in the top right of the My Items page, then select Item or Assembly (builders) or Group (designers).

For more information about creating assemblies or groups, refer to the following tutorials:

How to Create Assemblies on Estimates and Invoices (Builders)

How to Group Lines Items on Proposals and Invoices (Designers)

For a new individual item, first select the cost type then fill in the relevant information. You can add up to 5 images for each item, including uploaded images, icons and logos. The large image at the top will be used as the cover image for the item. Click Create to add the new item to your library.

Add Items with the Clipper

You can also use the Clipper tool to easily add items to your library as you shop and source online. Any item you clip will automatically be added to your library for future use. Check out How to Use the Clipper Tool to learn more.

Import Your Own Catalog

If you already have a catalog of items you want to use in Houzz Pro, you can easily import the whole list into My Items. Check out How to Import Your Own Catalog of Items to learn how.

Add Items from Brand Catalogs

Items can easily be added to your library directly from our brand catalogs, including the Home Depot Catalog and the Average Price Catalog (builders only). Look for the Add to Library button on items as you browse the catalog(s).

Edit Library Items

You can edit items directly from the My Items page by clicking on the item’s photo or clicking the three dots to the far right and selecting Edit. This will bring up an overview of all the item's details. Make any edits you need then click Save to commit the changes.

You can also quickly edit certain item details in-line by clicking directly on the field you wish to update. This will work for the Title, Category, Unit Cost, Unit and Markup. To make any other edits you will need to open the Edit modal as mentioned above.

Adding Items to Favorites

For quick access to your most used items you can use the Favorites feature. This will group the items you have marked as favorites into a separate section for easy access anywhere your My Items library is available.

To mark an item as a favorite on the My Items page, simply click the star icon in the Favorites column, or use the three dots menu to the far right and select Mark as Favorite. If you don't see this column you will need to click Customize and enable the column. To remove an item from your Favorites, click the star to deselect it or select Unfavorite from the three dots menu.

To view all of your favorites on the My Items page, toggle on Show Favorites at the top of the page. You can further filter down the favorites that are shown by using the item type filters (material, labor, product etc.).

You will see a similar experience when accessing My Items across the features in Houzz Pro — the Show Favorites toggle will be at the top of the item panel and you can quickly search or filter the results using the item filters. Favorites will be denoted by a star icon to the right of the item; you can unfavorite by clicking the three dots and selecting Unfavorite.

Use My Items In Projects

When accessing My Items across the Houzz Pro platform, you’ll see two parts: “In this Project” and “In My Library”. 

In this Project: This section includes all items associated with the specific project you're in. Here you can quickly find the items already added to an individual project's documents or design tools, or items assigned directly from your My Items page. Learn more about Draft Project Items here.

In My Library: This section includes all of your items across all projects, including those not assigned to any project.

When you open My Items on a document or tool, you can click the item types across the top to quickly find an item, use the search bar and filters to narrow down your results, or click Customize to organize and sort your items — just like in your main My Items Library page. Toggle on Show Favorites to quickly find items added to your favorites.

Assign Items to Project

Easily assign items to a project from the My Items page by selecting the relevant items using the checkbox to the left of each one, then clicking Assign to Project at the top of the page. Choose the correct project in the dropdown and click Save.

You will now see these items under the “In This Project” section of My Items across all tools within the project you selected.

Financial Documents

When adding items to a financial document, including estimates/proposals, invoices, change orders and purchase orders, you will see a right panel where you can access My Items. Click an item to add it to your document.

Mood Boards

In Mood Boards, you’ll find My Items in the right panel. Click an item to add it to your mood board.

Selection Boards

On Selection Boards, you’ll find My Items in the right panel. Click an item to add it to your selections board.

Selections Tracker

In your Selections Tracker, you’ll find My Items in the right panel. Click an item to add it to your tracker.

Manage Categories

Item categories help you keep your library organized and can be managed separately in your Categories section. However, you can quickly edit an item’s category directly from the My Items page. To do so, click in the Category column on a line item to open the dropdown. Select the correct category, or type in a new one and click “Create New Category”.

To update the category on multiple items at once, select the relevant items using the checkbox to the left of each one, then click Assign to Category at the top of the page. Choose the correct category in the modal and click Save.