How to Prepare your Housecall Pro account for your Profit Rhino Price Book
Before you can start taking advantage of your brand new price book, there are a couple key pieces of set up to make sure your pricing is accurate for your business.
Step 1: Enable the flat rate pricing tool if you have not done so already
Navigate to the 'My Apps' section, clicking 'See More' and clicking into the 'Flat Rate Pricing' app card. You will want to toggle it on
Step 2. Head into the 'Price Book' tab, click into Settings and go to 'Manage Labor Rates'
Click 'Edit' and create a new labor rate if you do not currently have any and select the radio button for 'Default flat rate'
Note: This is a critical step. You will need to set a default labor rate that will be applied to the services you have for your Profit Rhino price book. It can always be adjusted in the future if your breakeven costs, overhead or labor rate changes.
If you need help determining what to set your break even labor cost as, please refer to this help article.
Step 3. Review and edit your material mark ups as needed
Click into your the Price Book settings gear and click into "Material Mark Ups' and then click 'Edit' to begin adjusting. You will have defaults set up here that you can use as a starting point.
More information on how to set up and edit your material mark ups here.