Step 1. From your web portal main dashboard, click “Price Book” from the top main navigation.

Step 2. Click the cog icon on the top right of the price book page.

Then select the “export price book” option from the cog icon dropdown:

Step 3. Once you select “export price book” from the drop-down, you will receive a notification message that “your price book will be emailed to you as a CSV file”. The file will then be sent to your email address used in your Housecall Pro account.

Next - Add, edit, and delete an industry in your Price Book

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