I feel your pain. ours was a mess when i took it over. here are some set up hints and ideas. first off make a list of all the services you offer. (we are a menu price company) The look at the various groups of services you offer and group like services together, for instance your various systems set up as on group and services as another and so on. Then build a task for each item in the price builder.
you will have to use your knowledge as to what materials you will include or exclude from each task. This will build your catalogue of services. once you get it done, it will be an online catalogue for your techs .
once you have it up and running, set your gross margin targets in your company and review the invoices job costing tab to see where you may need to adjust the pricing. follow the materials that the techs are using for the tasks and also adjust. remember small fitting add up and will affect your GM so you will want to make sure you have everything on the tasks. when. you get it all said and done, you will be clear sailing to profitability.
remember when you do menu pricing the techs naturally want to think TM. they need o be broken of that habit. That is why we do not like CPR tasks to be used unless approved by management.
yes start from scratch but do it with a plan. Think how your customers see your prices and how you want them to buy.
Michael Taggert
