Rate Management:
Here you can change markups or discounts for service agreement vs non-service agreement customers, after hour rates, and your tax set up.
Interested in learning more about setting a Minimum Time charge for tasks, our Managing Your Business Information - Rate Management article will show you how.
Parts Markups:
Whether you use a sliding scale or a flat profit percentage, we recommend marking up your parts somehow. Learn more about managing your markup schedule in Managing Parts Markups
Refrigerant Management:
Here you can manage your standard or blended lists, liquid line driers, and suction driers all in one spot. Check here to learn more about refrigerant management.
If you're tired of calculating refrigerant costs in the field, you'll want to keep an eye out for our mobile refrigerant functionality coming soon!
Managed Lists - Brands and Manufacturers
As price books grow larger and functionality related to price books becomes more sophisticated, any way to improve organization is important. Here you can keep up with your brands and manufacturers.