HVAC Companies in Texas using Flat Rate

mbroadwa
New Contributor

Is there any HVAC companies in Texas using flat rate pricing, If so how is material taxes calculated without taxing labor?

1 ACCEPTED SOLUTION

rcurrie_
New Contributor

We had to set up a duplicate price Book for commercial applications. Techs simply have to choose from 2 menu items on their iPad. 

it is fairly simple if you download existing pricebook into excel, copy the entire workbook and paste it into another workbook (not worksheet), make the changes to the taxing and upload. We used support when doing this to make sure we didn’t mess it up. It works fine for us. 

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3 REPLIES 3

rcurrie_
New Contributor

We had to set up a duplicate price Book for commercial applications. Techs simply have to choose from 2 menu items on their iPad. 

it is fairly simple if you download existing pricebook into excel, copy the entire workbook and paste it into another workbook (not worksheet), make the changes to the taxing and upload. We used support when doing this to make sure we didn’t mess it up. It works fine for us. 

DianaK
New Contributor III

Good morning,

1st question, do you export to QBO or QBD? My answer will be a little different if so. 

joywilke
New Contributor III

It is a little time-consuming however, it does get the job done in an accurate manner.   Thanks, @rcurrie_ for sharing.  Good stuff.