Price Book

Learn how to set up your Price Book for the services and materials that you provide

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30 articles in this collection
Written by Ian, Laura Fonseca, Cathlin H. and 1 other

The Basics

Access Your Price Book

Where to location the Price Book feature from your dashboard

Written by Ian
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 Ian
Updated over a week ago

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

Written by Ian
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 Ian
Updated over a week ago

Add, Edit, or Delete Your Tax Rate

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

Written by Ian
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

How to set up and edit your material mark ups

To get your flat rate pricing fully set up, you will want to customize your material mark up tiers

Written by Laura Fonseca
Updated over a week ago

Making Changes

How to move services and materials in bulk in your price book

Use the bulk move tool to adjust the location of your services and materials when re-organizing your price book

Written by Laura Fonseca
Updated over a week ago

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

Uploading, editing, and cropping industry images

Written by Ian
Updated over a week ago

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

Written by Ian
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 Ian
Updated over a week ago

How to reorder services within a category of your Price Book

Written by Ian
Updated over a week ago

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

Written by Ian
Updated over a week ago

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

Written by Ian
Updated over a week ago

Price Book Materials

How to Add, Edit and Delete Price Book Materials

Learn more about the materials section of your price book. This will be part of the set up for flat rate pricing.

Written by Ian
Updated over a week ago

Visual Price Book

How to use multi-add view for your Visual Price Book

Written by Laura Fonseca
Updated over a week ago

Visual Price Book Overview (Desktop)

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

Written by Ian
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 Ian
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

Profit Rhino Partnership

How to set up your account for the Flat Rate Price Book powered by Profit Rhino

We are now partnering with Profit Rhino to provide price books for HVAC, Electrical, Plumbing and Drain Cleaning Pros!

Written by Laura Fonseca
Updated over a week ago

Profit Rhino Books and the flat rate app card

Written by Laura Fonseca
Updated over a week ago

How to Calculate Break-even Labor Rate for Flat Rate Pricing

Know your numbers for total costs of doing business, weekly billed hours, and break-even rate to get started with flat rate pricing.

Written by Joe Burkhart
Updated over a week ago

How to make a Profit Rhino service or material Managed by You

Written by Laura Fonseca
Updated over a week ago

Profit Rhino Content Updates FAQ

Learn more about how quarterly content updates will work for those of you who are using Profit Rhino price books within HCP.

Written by Laura Fonseca
Updated over a week ago

Profit Rhino Webinar Part 1: Pricing for Profit

Learn from the Flat Rate experts at Profit Rhino on how to set your business up for financial success

Written by Cathlin H.
Updated over a week ago

Profit Rhino Webinar Part 2: Should I be on Flat Rate?

Learn from the experts at Profit Rhino whether Flat Rate is the right choice for you.

Written by Cathlin H.
Updated over a week ago

Profit Rhino Webinar Part 3: Are you charging what you're worth?

Learn from the Flat Rate experts at Profit Rhino how to know your value, earn your target profits, and charge what you're really worth.

Written by Cathlin H.
Updated over a week ago

Price Book on Mobile

Price Book Mobile - What's new?

Learn about new changes to Price Book on mobile, including access to viewing and editing materials and viewing more details from web.

Written by Laura Fonseca
Updated over a week ago

Price Book Mobile Permissions

User and field tech permissions to consider that impact price book access

Written by Laura Fonseca
Updated over a week ago

Flat Rate Price Book Items on Mobile

Written by Laura Fonseca
Updated over a week ago