Was wondering how other companies are adding a helper to a job so the customer is charged for his time? The helper moves around to different jobs but the customer needs to be charged for his time. Do we list him in the price book as an add-on?Need ad...
I believe it would be more efficient to have a favorites category for constantly used items from the Pricebook. Rather that searching for an item each time, simply save it to your favorites and reference that list, which will inevitably be much small...
Wanted to see what other handyman companies might be doing for their pricebooks? For ours we currently just have a time sheet of 1 hour to 16 hours with a price attached to each of those times. The techs then have to determine how long a project migh...
I am going through and doing some Pricebook clean-up and came across an issue with deactivated categories still being listed under active services and materials. Naturally, I looked to the community to see if anyone else has found this and had a good...
How is everyone managing pricebook materials for plumbing and electric. Our vendors will not give us an excel or usb with their pricebook and pricebook pro is lacking in all but basic materials. We have built our own but maintaining and constantly up...
We use dynamic pricing for most of our products. If our guys are in an area with poor service and they build an estimate, the price that populates is the static price. They have no way of knowing this until the estimate updates - sometimes after they...
Does anyone have a best practice for adding items to a PO that you dont have loaded in your pricebook? Maybe there is a simple way to do this, I am just not sure of it. Thanks!!
Is there a way to have a discount or fee automatically add to the invoice with another item? Say we have an afterhours call when the After Hours Service Call is added to the invoice it will automatically add a premium fee to the invoice as well.
Is there a way to have the Pricebook Auto Refresh on my technicians tablets instead of the manual 'Download Pricebook'? Trying to take away a step my technicians have to try and remember.
I know it may not affect most, but please help me upvote this idea to add one of my major suppliers to the list of procure to pay integrated companies. This is a HVAC supplier in the MidSouth and I am sure this would help plenty of other Titans that ...
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| 12-10-2024 01:30 PM | ||
| 10-28-2024 09:25 AM | ||
| 10-21-2024 08:52 AM | ||
| 10-15-2024 01:57 PM | ||
| 09-30-2024 10:16 AM |
