Add and save your custom and pre-set services so you can easily create or edit invoices and estimates from the office or when you're on the go. 

You have 3 options for adding in your Price Book, in this video we cover adding price book items manually.

  1. Add Price Book Items Manually

  2. Import From Quickbooks Online

  3. Import from CSV/Excel File

How to Add Price Book Items Manually

Navigate to 'Account Settings'

Click on 'My Price Book'

Click on 'Services'

Click on a 'Category'

Click 'Add Service'

Add in your price book 'item details'

Price book item details include:

  1. Name: This is the name of your service or material.

  2. Price: The price you will charge your customer.

  3. /Unit: If pricing per unit, add in the per unit measurement such as square foot, each, hour, etc.

  4. Description: Give a detailed description of what is included in each service.

  5. Taxable: You'll want to select whether or not the item is taxable.

  6. Online Booking: You'll want to select whether or not this service or material is available to be booked online by your customers. 

  7. Picture: You'll want to add in an image if you enable Online Booking so that the image can be displayed on your online booking page.

Click 'Save' and you're all set!

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Add/Remove an Industry

You can add an industry to your price book by clicking the +Industry button at the top right hand side. Industries can be removed by pressing the three dots at the bottom left of the industry itself.

Keep in mind that if you delete an industry, all items under that industry will also be removed.

Edit/Delete Items 

Use the three dots on the far right to edit, delete, reorder, or move the location of your items. These items are saved to your account for easy use on invoices and estimates, so personalize it to make your items your own! 

Now that you know how to add and edit your services, let's move on.

Whats Next? Set your service area!

Are you an HVAC business owner? Learn how to best price your services.

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