02-21-2023 09:19 AM - last edited on 05-09-2023 04:50 AM by LBabayan
Something I think needs to be implemented into ST pricebook is variants in equipment. For example picking equipment, and then having option A or B popping up to choose from.
ie. HVAC full system > open options for "gas" or "electric"
ie. HVAC Evaporator Coil 3 ton gets selected > see options for "a width" "b width" "c width"
This would reduce clutter in the pricebook heavily.
Almost like conditional logic but for the pricebook.
02-21-2023 10:06 PM
I agree a system design or compatibility feature would be helpful and I believe this is in the ideas section of the community! Currently, you can use categories and sub-categories to create some of this logic, for example, HVAC system>gas or electric>good/better/best system match-ups>tonnage>. If you then combine that with setting up recommendations or upgrades on the pricebook system match-up services themselves it can be a rather powerful tool. A lot to set up though, I'll link the community idea here if I find it!