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Effectively managing your Price Book is crucial for maintaining a well-organized and efficient business. By keeping your industries, categories, and services up-to-date and accurately priced, you streamline the process of generating invoices and estimates. This not only helps reduce errors and save time but also ensures you provide clear and precise quotes to your customers. A well-maintained Price Book supports smoother daily operations and enhances your ability to adapt quickly to changes in your service offerings or pricing.

You have three options for adding items to your Price Book. This article will guide you through manually adding and managing services. For instructions on importing data, please refer to our articles on importing Services using a file or through QuickBooks.

Industries help you organize your price book by grouping related categories together. Each industry contains various categories, and each category includes specific services. This setup makes it easier to manage and find your services, keeping everything neatly organized.

To add an industry to your Price Book, locate and click the ‘Price Book’ tab in the top navigation bar of your HouseCall Pro account. If you have a lot of features in the top navigation bar, your Price Book may be nested under the More drop-down.

Alternatively, you can access the Price Book by going to Account Settings. Click the gear icon in the upper-right corner of your account.

Next, select ‘Price Book’ from the options on the left-hand side of the settings menu.

Please note that you must be an admin or office staff with the 'Update company account info' permission to view the Price Book feature.

Once you have navigated to your price book, ensure that Services is selected from the left-hand menu, located directly beneath the Price Book heading. Select the Add Industry button in the upper right corner of your price book.

A pop-up window will appear, featuring a drop-down menu.

From the dropdown, you must select an industry from the list of Housecall Pro-defined industries. You cannot add an industry outside of the dropdown list at this time. Select the industry that best describes your business.

Please note that once an industry is chosen, it cannot be selected again and will be removed from the options in the drop-down list.

You can also add an image to represent the industry you have chosen. If you prefer, you can add an image later at any time!

If you choose to add an image now, click 'Add Image' in the center of the pop-up window. Select the file from your device and then click 'Open.'

Please note that images should have an aspect ratio of 1.5:1.

You will then have the option to crop the image. Adjust the image by resizing the blue box and/or using the + or - magnify icons to zoom in or out until the image looks the way you want it for that category. To adjust the image orientation, use the left or right orientation icons to rotate the image as needed until it is positioned correctly.

Click 'Save' to apply your changes.

Once the industry is selected, and if applicable, an image has been uploaded, click Save in the lower right corner of the pop-up window.

To edit an industry in your Price Book, locate and click the ‘Price Book’ tab in the top navigation bar of your HouseCall Pro account. If you have a lot of features in the top navigation bar, your Price Book may be nested under the More drop-down.

Alternatively, you can access the Price Book by going to Account Settings. Click the gear icon in the upper-right corner of your account.

Next, select ‘Price Book’ from the options on the left-hand side of the settings menu.

Please note that you must be an admin or office staff with the 'Update company account info' permission to view the Price Book feature.

To edit an industry from your Price Book, ensure that Services is selected from the left-hand menu of your price book, located directly beneath the Price Book heading. You will see all your industries presented here in a grid format. Click on the icon with three dots, located in the bottom right corner of the industry you wish to edit.

Click 'Edit' from the dropdown options.

A pop-up window will appear on the screen. Once an industry is selected, its name cannot be changed. However, you can update the industry image. To replace an existing image, hover over the image and click 'Replace Image' in the center.

Next, select the image file and click 'Open.'

Please note that images should have an aspect ratio of 1.5:1.

You will then have the option to crop the image. Adjust the image by resizing the blue box and/or using the + or - magnify icons to zoom in or out until the image looks the way you want it for that category. To adjust the image orientation, use the left or right orientation icons to rotate the image as needed until it is positioned correctly.

Click 'Save' to apply your changes.

Once you have uploaded or updated an image, click 'Save' in the lower right corner of the pop-up window to confirm your changes.

To delete an industry from your Price Book, locate and click the ‘Price Book’ tab in the top navigation bar of your HouseCall Pro account. If you have a lot of features in the top navigation bar, your Price Book may be nested under the More drop-down.

Alternatively, you can access the Price Book by going to Account Settings. Click the gear icon in the upper-right corner of your account.

Next, select ‘Price Book’ from the options on the left-hand side of the settings menu.

Please note that you must be an admin or office staff with the 'Update company account info' permission to view the Price Book feature.

To delete an industry, ensure that Services is selected from the left-hand menu of your price book, located directly beneath the Price Book heading. You will see all your industries presented here in a grid format. Click on the icon with three dots, located in the bottom right corner of the industry you wish to delete.

From the dropdown, click 'Delete'.

When you choose to delete an industry, a popup will appear with this message:

“Are you sure you want to delete this industry? Please note that this will also remove all associated sub-categories and services.”

To proceed with the deletion, click 'Delete' once more.

Please note that deleting an industry will delete every category and service nested beneath it. Proceed with caution when deleting an industry from your price book to avoid accidental data loss.

Categories break down your services into smaller, related groups within each industry. This makes it easier to manage and find specific services by organizing them into clear, distinct groups. Categories help you keep your Price Book well-structured and efficient, ensuring you can quickly locate and update the services you offer.

To add a category to your Price Book, locate and click the ‘Price Book’ tab in the top navigation bar of your HouseCall Pro account. If you have a lot of features in the top navigation bar, your Price Book may be nested under the More drop-down.

Alternatively, you can access the Price Book by going to Account Settings. Click the gear icon in the upper-right corner of your account.

Next, select ‘Price Book’ from the options on the left-hand side of the settings menu.

Please note that you must be an admin or office staff with the 'Update company account info' permission to view the Price Book feature.

Once you have navigated to your price book, ensure that Services is selected from the left-hand menu, located directly beneath the Price Book heading.

Next, click on the industry where you’d like to add a new category.

If you haven’t added any categories yet, you will see a prompt that says 'Get Started' with options to sync from QuickBooks, import a price book from a file, or start from scratch. Click 'Start from Scratch' and then click 'Next.'

You will now see a sub-header labeled 'Add Categories.' Click the 'Add Category' button.

If you have previously added categories, you can create additional categories by clicking 'Add Category' in the upper right-hand corner of the Categories page.

A pop-up window will appear with a field for the category name. Enter the name of your category. Please note that the system will not allow you to use duplicate names for categories within the same industry. Make sure each category name is unique to prevent any conflicts or confusion.

You can also add an image to represent the category. If you prefer, you can add an image later.

If you choose to add an image now, click 'Add Image' in the center of the pop-up window. Select the file from your device and then click 'Open.'

Please note that images should have an aspect ratio of 1.5:1.

You will then have the option to crop the image. Adjust the image by resizing the blue box and/or using the + or - magnify icons to zoom in or out until the image looks the way you want it for that category. Click 'Save' to apply your changes.

Once the category name is entered and, if applicable, the image is uploaded, click 'Save' in the lower right corner of the pop-up window.

Sub-categories help you organize services more effectively, allowing for better management and clearer differentiation. For example, you might create sub-categories such as 'Weekly Maintenance' and 'Monthly Deep Clean' to classify services based on frequency, making it easier to manage and track different types of offerings within your Price Book.

Keep in mind that once you add a service to a category, you will no longer be able to add sub-categories to that category. To maintain better organization and structure, consider adding sub-categories before you add any services.

To add a sub-category to your Price Book, locate and click the ‘Price Book’ tab in the top navigation bar of your HouseCall Pro account. If you have a lot of features in the top navigation bar, your Price Book may be nested under the More drop-down.

Alternatively, you can access the Price Book by going to Account Settings. Click the gear icon in the upper-right corner of your account.

Next, select ‘Price Book’ from the options on the left-hand side of the settings menu.

Please note that you must be an admin or office staff with the 'Update company account info' permission to view the Price Book feature.

Once you have navigated to your price book, ensure that Services is selected from the left-hand menu, located directly beneath the Price Book heading.

Next, click on the category where you’d like to add a new sub-category.

If there are no services listed under that category, you will see options to either 'Add Service' or 'Add Category.' To create a new sub-category, click 'Add Category'.

A pop-up window will appear with a field for the sub-category's name. Enter the name of your sub-category. Please note that the system will not allow you to use duplicate names for sub-categories within the same category. Make sure each sub-category name is unique to prevent any conflicts or confusion.

You can also add an image to represent the sub-category. If you prefer, you can add an image later.

If you choose to add an image now, click 'Add Image' in the center of the pop-up window. Select the file from your device and then click 'Open.'

Please note that images should have an aspect ratio of 1.5:1.

You will then have the option to crop the image. Adjust the image by resizing the blue box and/or using the + or - magnify icons to zoom in or out until the image looks the way you want it for that category. Click 'Save' to apply your changes.

Once the sub-category name is entered and, if applicable, the image is uploaded, click 'Save' in the lower right corner of the pop-up window.

Please note sub-categories can also be added within an existing sub-category. Follow the process in this section to add additional sub-categories as needed.

To edit a category from your Price Book, locate and click the ‘Price Book’ tab in the top navigation bar of your HouseCall Pro account. If you have a lot of features in the top navigation bar, your Price Book may be nested under the More drop-down.

Alternatively, you can access the Price Book by going to Account Settings. Click the gear icon in the upper-right corner of your account.

Next, select ‘Price Book’ from the options on the left-hand side of the settings menu.

Please note that you must be an admin or office staff with the 'Update company account info' permission to view the Price Book feature.

Once you have navigated to your price book, ensure that Services is selected from the left-hand menu, located directly beneath the Price Book heading. Next, click on the industry that contains the category you want to edit.

To edit an existing category, find the category you wish to modify and click the three vertical dots icon in the lower right corner of that category. From the dropdown menu, select 'Edit.'

In the edit window, you can update both the category name and the image. To update the category name, simply modify the text field as needed. Please note that the system will not allow you to use duplicate names for categories within the same industry. Make sure each category name is unique to prevent any conflicts or confusion.

To add an image, click 'Replace Image' in the center of the pop-up window.

If you want to replace an existing image, click 'Replace Image' on the existing image in the center of the pop-up window.

Select the image file from your device and click 'Open.'

Please note that images should have an aspect ratio of 1.5:1.

You will then have the option to crop the image. Adjust the image by resizing the blue box and/or using the + or - magnify icons to zoom in or out until the image looks the way you want it for that category. Click 'Save' to apply your changes.

Once you have updated the category name and, if applicable, uploaded or added an image, click 'Save' in the lower right corner of the pop-up window to apply your changes.

Once you’ve made the necessary changes, click Save in the lower right corner of the edit window to apply your updates.

To delete a category from your Price Book, locate and click the ‘Price Book’ tab in the top navigation bar of your HouseCall Pro account. If you have a lot of features in the top navigation bar, your Price Book may be nested under the More drop-down.

Alternatively, you can access the Price Book by going to Account Settings. Click the gear icon in the upper-right corner of your account.

Next, select ‘Price Book’ from the options on the left-hand side of the settings menu.

Please note that you must be an admin or office staff with the 'Update company account info' permission to view the Price Book feature.

Once you have navigated to your price book, ensure that Services is selected from the left-hand menu, located directly beneath the Price Book heading. Click on the industry that contains the category you want to delete.

Find the category you wish to remove and click the three vertical dots icon in the lower right corner of that category. From the dropdown menu, select 'Delete.'

Alternatively, categories can be deleted by selecting the 'Edit' option from the dropdown menu that appears when you click the three vertical dots icon in the lower right corner of the category.

In the pop-up window that appears, click 'Delete' in the bottom right-hand corner.

A confirmation popup will appear with the message:

“Are you sure you want to delete this category? This will also delete all sub-categories or services under it.”

To proceed with the deletion, click 'Delete' once more.

Please note that deleting a category will also remove all sub-categories and services associated with it. Proceed with caution to avoid unintentional data loss.

Adding services to your Price Book is key for accurate quotes and streamlined operations. This process helps keep your pricing current, reduces mistakes, and ensures efficient management. Learn how to update your services to enhance your business operations.

To add a service to your Price Book, locate and click the ‘Price Book’ tab in the top navigation bar of your HouseCall Pro account. If you have a lot of features in the top navigation bar, your Price Book may be nested under the More drop-down.

Alternatively, you can access the Price Book by going to Account Settings. Click the gear icon in the upper-right corner of your account.

Next, select ‘Price Book’ from the options on the left-hand side of the settings menu.

Please note that you must be an admin or office staff with the 'Update company account info' permission to view the Price Book feature.

Click the industry where you want to add the service if you have multiple industries.

From the industry menu, select the category where you want to add a service.

If there are no services listed under a category, you can either click 'Add Service' to include services within that category or click 'Add Category' to create additional sub-categories within the empty category.

If you need guidance on adding sub-categories, please refer to the section on sub-categories within this article.

If you already have services listed under a category and want to add a new service, click the 'Add Service' button in the upper right-hand corner of the category.

You can then add the following details to the new service:

If you have flat rate pricing enabled, you will have the following options:

If you choose to add an image during the creation of a service, click the 'Add Image' button.

This will open a pop-up labeled 'Image Library,' where you can browse through available images using the < and > arrow icons. Once you find an image you like, click on it and then click 'Use Selected Image' in the bottom right corner.

Alternatively, if you want to upload your own image, click 'Upload Image' in the upper right corner.

A pop-up will appear, allowing you to choose an image file from your device. Select the file and click 'Open' to upload it.

Ensure your image has an aspect ratio of 1.5:1 for the best display. After uploading, you can crop the image by adjusting the blue box and/or using the + and - magnifying buttons to zoom in or out.

Click 'Save' to finalize your changes when you’re satisfied with the image.

After entering all the details, click the 'SAVE' button in the upper right-hand corner to save your new service.

To edit a service in your Price Book, locate and click the ‘Price Book’ tab in the top navigation bar of your HouseCall Pro account. If you have a lot of features in the top navigation bar, your Price Book may be nested under the More drop-down.

Alternatively, you can access the Price Book by going to Account Settings. Click the gear icon in the upper-right corner of your account.

Next, select ‘Price Book’ from the options on the left-hand side of the settings menu.

Please note that you must be an admin or office staff with the 'Update company account info' permission to view the Price Book feature.

Click the industry where you want to edit the service if you have multiple industries.

From the industry menu, select the category where you want to edit a service.

On the Services page, find the service and click the three-dots icon to the far right to edit it.

From the drop-down menu, select 'Edit.'

You can then edit the following details of the existing service:

If you have flat rate pricing enabled, you will have the following options:

To update the image for the service, hover over the existing image and click 'Replace Image.'

If no image has been added yet, click 'Add Image' to upload a new one.

This will open a pop-up labeled 'Image Library,' where you can browse through available images using the < and > arrow icons. Once you find an image you like, click on it and then click 'Use Selected Image' in the bottom right corner.

Alternatively, if you want to upload your own image, click 'Upload Image' in the upper right corner.

A pop-up will appear, allowing you to choose an image file from your device. Select the file and click 'Open' to upload it.

Ensure your image has an aspect ratio of 1.5:1 for the best display. After uploading, you can crop the image by adjusting the blue box and/or using the + and - magnifying buttons to zoom in or out.

Click 'Save' to finalize your changes when you’re satisfied with the image.

After entering all the details, click the 'SAVE' button in the upper right-hand corner to save the changes made to your service.

To delete a service from your Price Book, locate and click the ‘Price Book’ tab in the top navigation bar of your HouseCall Pro account. If you have a lot of features in the top navigation bar, your Price Book may be nested under the More drop-down.

Alternatively, you can access the Price Book by going to Account Settings. Click the gear icon in the upper-right corner of your account.

Next, select ‘Price Book’ from the options on the left-hand side of the settings menu.

Please note that you must be an admin or office staff with the 'Update company account info' permission to view the Price Book feature.

Click the industry where you want to delete the service if you have multiple industries.

From the industry menu, select the category where you want to delete a service.

From the Custom Services page, find the service you want to delete, then click the three dots icon on that service.

From the dropdown options, choose 'Delete.'

Alternatively, services can be deleted by selecting 'Edit' from the drop-down menu

Click 'Delete Service' in the bottom left-hand corner of the edit screen.

A pop-up will appear with the message 'Delete Service? Are you sure you want to delete this service?' Click 'Delete' to confirm and delete the service.

For further assistance, reach out to our support team via your blue chat bubble or call us at 858-842-5746.
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