It's great to have option boards prebuilt that you can easily open, edit, and present to a customer, but you'll always run into jobs that require a brand new board. Profit Rhino gives you the ability to create a new board from scratch and also save it for use on future jobs.
A few things to think through before you create your board....
- What is the primary repair/service
- What additional services can I add to the Better and Best options to offer higher quality repairs
- What option board and name description can I add to easily identify this board next time I want to use it
Take a look at the video below for a quick walk through of the process.
We'd recommend always adding a summary of findings before presenting to the customer. The article below will walk you through how that can be easily done.
We were also able to quickly create an option board because the secondary tasks we wanted to offer were preset as cross-sells. The article below details how marketing items like cross-sells and upsells can be easily set up.
Feel free to reach out to us with any questions you have!