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Price Book
Price Book
+2
29 articles in this collection
Written by
Ian,
Laura Fonseca,
Cathlin H.
and 2 others
Importing & Exporting
How to export your Price Book
Exporting your Price Book as a CSV file
Written by
Tim B.
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
Tim B.
Updated over a week ago
How to Import Materials into your Price Book
How to import your list of materials or parts that you need to bring into your Housecall Pro Price Book
Written by
Laura Fonseca
Updated over a week ago
The Basics
Access Your Price Book
Where to location the Price Book feature from your dashboard
Written by
Tim B.
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
Tim B.
Updated over a week ago
How to add, edit, and delete a service in your Price Book
Written by
Tim B.
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
Tim B.
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
Tim B.
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
Tim B.
Updated over a week ago
How to move a service to a different category in your Price Book
Written by
Tim B.
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
Tim B.
Updated over a week ago
How to reorder services within a category of your Price Book
Written by
Tim B.
Updated over a week ago
How to add or change the service image in your Price Book
Written by
Tim B.
Updated over a week ago
How to see which services have online booking enabled in your Price Book
Written by
Tim B.
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
Tim B.
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
Tim B.
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
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.
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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