10-23-2023 12:18 PM
I have a couple of questions in regards to the Pricebook setup.
I created the material list (plumbing fittings), equipment list (toilets, water heaters, well pump) and services (install new toilet, install new water heater etc.)
My question is:
If I add a toilet (equipment) to a service (install new toilet) when the service is added to an estimate by the technician, it creates 2 items, 1 for the service and 1 for the equipment. How can I change this so the client sees only 1 item?
Also, it has 2 options to add material, in the equipment itself or the service. What's the difference between the 2 of them? For example, when installing a toilet we use wax ring. the wax ring should be added to the toilet (equipment) or the install new toilet (service).
Thank you,
10-23-2023 12:28 PM
Are you using Dynamic Pricing?
10-24-2023 06:10 AM
I'm not sure, I added the price to the service and to the material/equipment.
10-24-2023 06:52 AM
Dynamic Pricing is a great tool to use in these cases. You can add commonly used items to the Service (like a wax ring) instead of to the equipment. As a best practice item, equipment is typically an item that has a serial number (like a water heater) instead of common items like toilets. If you get a moment, review the Dynamic Pricing knowledge base articles or search up the Blue Collar Nerd videos as I know he has some great walkthroughs on how to set it up.