Price Book

17 articles in this collection
Written by Laura Fonseca, Andrew Nicoletta, and Cecilia Li

Add, Edit, or Delete Your Tax Rate

Learn how to add or edit an existing tax rate from Price Book.

Written by Andrew Nicoletta
Updated over a week ago

Importing & Exporting

How to export your Price Book

Exporting your Price Book as a CSV file

Written by Cecilia Li
Updated over a week ago

How to import your Price Book

Import your Price Book and understand the fields that can be imported

Written by Cecilia Li
Updated over a week ago

The Basics

Access Your Price Book

Where to location the Price Book feature from your dashboard

Written by Andrew Nicoletta
Updated over a week ago

Add, edit, and delete an industry from your Price Book

How to add, edit, and delete an industry and what you need to know before deleting

Written by Cecilia Li
Updated over a week ago

How to add, edit, and delete a service in your Price Book

Written by Andrew Nicoletta
Updated over a week ago

Add, edit, and delete a category in your Price Book

How to manage categories and what happens when you delete a category from your Price Book

Written by Andrew Nicoletta
Updated over a week ago

Flat Rate

Getting Started with Flat Rate Services & Pricing

How to set up your labor rates, material mark ups, and your flat rate services with HCP.

Written by Laura Fonseca
Updated over a week ago

Making Changes

How to add or change the industry image in your Price Book

Uploading, editing, and cropping industry images

Written by Cecilia Li
Updated over a week ago

How to move a service to a different category in your Price Book

Written by Andrew Nicoletta
Updated over a week ago

How to reorder services within a category of your Price Book

Written by Andrew Nicoletta
Updated over a week ago

How to add or change the category image in your Price Book

Adding, editing, and cropping the category image in your Price Book

Written by Cecilia Li
Updated over a week ago

How to add or change the service image in your Price Book

Written by Andrew Nicoletta
Updated over a week ago

How to see which services have online booking enabled in your Price Book

Written by Andrew Nicoletta
Updated over a week ago

Visual Price Book

Visual Price Book Overview (Desktop)

Learn how to use Visual Price Book with an Estimate or Job

Written by Andrew Nicoletta
Updated over a week ago

Visual Price Book Overview (iOS Apple Devices)

Learn how to use Visual Price Book with an Estimate or Job using an Apple device.

Written by Andrew Nicoletta
Updated over a week ago

Visual Price Book Overview (Android)

Learn how to use Visual Price Book on jobs and estimates from your Android device.

Written by Laura Fonseca
Updated over a week ago