All Collections
Practice Using Profit Rhino
Mobile App Practice - Jobs with Prebuilt Option Boards
Mobile App Practice - Jobs with Prebuilt Option Boards

We highly recommend that your technicians practice using the mobile app on their own. Here is one of the practice scenarios for the to use!

Profit Rhino avatar
Written by Profit Rhino
Updated over a week ago

Receive Dispatch and Locate Customer   

  • Step 1: Dispatched to a job for Jane Smith at 789  Jack Ave NYC, New York 12345 

  • Step 2: Go to the customer list icon. Search and find customer "Jane Smith."

Launch Work Order and Perform Diagnosis              

  • Step 3: Launch a work order for this customer     

  • Step 4: Use the Quick Add to add a dispatch/diagnosis/service fee's

  • Step 5: Get the customer signature for the Diagnosis fee     

Build Your Quote

  • Step 6: Open your option boards (123 with 3 dashes icon)        

  • Step 7: Find and open the Plumbing (Business Type) > Utility > Utility Standard Faucet Replacements and add to a new option board to present to the customer  

  • Step 8: Add to the "Best" option onto the option board

  • Step 9: Personalize it with Jane Smith's Invoice        

  • Step 10: Add a summary of findings note     

Present to the Customer, Collect  Signature, and Payment              

  • Step 11: Present the option board to the customer and they choose

  • Step 12: Add the option to the work order

  • Step 13: Give a 10% Senior discount       

  • Step 14: Add the Service Agreement agreement charge to the invoice (Quick Add)

  • Step 15: Add an internal note about faucet location in lower bathroom

  • Step 16: Get the customer signature for the approval for the work to begin

  • Step 17: Get the customer signature for the acceptance of the work        

  • Step 18: Get the payment in full for the job using a check ending in 12345

  • Step 19: Save and email the invoice out to the customer

Now that you've mastered using prebuilt option boards, try Creating Your Own Option Board!

Did this answer your question?