Managing your Book

Navigating, customizing and building options

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83 articles in this collection
Written by Profit Rhino and Michael Axtell

Navigating SmartPrice Plus/Starter - Mobile Tool

This article will help you navigate through the mobile program of SmartPrice Plus and SmartPrice Starter
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Written by Profit Rhino
Updated this week

Navigating The Book

How to navigate the manage book section optimally
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Written by Profit Rhino
Updated this week

General Settings: SmartPrice - Starter/Plus

How to adjust how things can be viewed on the mobile tool.
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Written by Profit Rhino
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Managed Records

Managed Task and Parts
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Written by Profit Rhino
Updated this week

Managing Notifications

Invoice emails, sending from server and customizing email text
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Written by Profit Rhino
Updated this week

Purchasing Additional Users & Editing Payment Information

How to purchase new technician accounts, edit payment information and print invoices.
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Written by Profit Rhino
Updated this week

How To Sync Your Book In Profit Rhino & What Profit Rhino Automatically Syncs

How to sync your mobile book and what the automatic syncing is.
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Written by Profit Rhino
Updated this week

Managing Your Business Information - Rate Management

How to change and/or setup all your rates.
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Written by Profit Rhino
Updated this week

How Is The Price Book Organized?

How to navigate the price book.
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Written by Profit Rhino
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The Business Information Section

How to adjust bill out rates, parts markups, refrigerant management and managed lists.
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Written by Profit Rhino
Updated this week

Using Quick Adds In The Profit Rhino Mobile

How to use the Quick Add feature in the Profit Rhino mobile application. ex. diagnosis fee, dispatch fee
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Written by Profit Rhino
Updated this week

Using 'Configure Refrigerant' in the Field

Make sure you're charging properly when working on refrigerant components
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Written by Profit Rhino
Updated this week
Tasks and Parts

Copying Tasks and Moving Tasks To Another Business Type

How to copy a task and move it to another business type
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Written by Profit Rhino
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To Change or Update a Part Status

Setting alternate parts
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Setup and Use of Hidden Tasks

How to use hidden tasks to bake additional labor into the total job price.
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Written by Profit Rhino
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Managing Parts In Tasks

How to manage parts while editing a task
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Written by Profit Rhino
Updated this week

Convert Task to Add-on or Add-on to Task In The Option Builder

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Written by Profit Rhino
Updated this week

Cross-Selling As an Add-on

How to add a cross-sell to a quote as an add-on rather than a task
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Written by Profit Rhino
Updated this week

Performing Bulk Actions

Bulk edit tasks and parts
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Copying & Inactivating Parts

How to copy and inactivate unwanted parts
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Written by Profit Rhino
Updated this week

Add task to Quick-Add lists for mobile application

How to manage Quick-add's in Profit Rhino
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Written by Profit Rhino
Updated this week

Copying & Inactivating Tasks

The process for copying and inactivating a task.
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Written by Profit Rhino
Updated this week

Task Content Management

Managing Task Information
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Creating A Task

How to create a task
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Written by Profit Rhino
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Manage Book - Task/Add-On Toggle

This article details how to view Task or Add-on pricing at a glance in the Manage Book Section
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Written by Profit Rhino
Updated this week

Creating A New Part

How to create a new part
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Viewing Part Lists In The Mobile Tool

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Written by Profit Rhino
Updated this week

Editing tasks

Editing description, pictures and other parts of a task.
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Written by Profit Rhino
Updated this week

How to Setup your Marketing Tab in a Task

How to utilize cross selling and up selling in the marketing tab
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Written by Profit Rhino
Updated this week

Enabling and Disabling Tasks and Add-ons

How to enable or disable your task to have an Add-on price.
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Written by Profit Rhino
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Importing Your Parts Into Profit Rhino

How to import your own parts into Profit Rhino and the correct format they will need to be in
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Written by Profit Rhino
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Creating and Using Discount Tasks

How to create and use discount tasks. These can be used for discounts, rebates and coupons.
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Written by Profit Rhino
Updated this week

How To Add Images To A Task

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Written by Profit Rhino
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Inactivate to Exclude a Task or Category from your mobile application

how to exclude a task or category from your price book
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Written by Profit Rhino
Updated this week

Using The Grid Matrix

How to use the grid matrix to build a task on the fly
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Written by Profit Rhino
Updated this week

Manually Set Tasks Prices

Contractor Created or Contractor Managed Tasks
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Written by Profit Rhino
Updated this week

Managing Parts Markups

This article will describe how to edit your parts markups
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Written by Profit Rhino
Updated this week

Importing Your Tasks Into Profit Rhino

How to import your own tasks into Profit Rhino and the correct format they will need to be in
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Written by Profit Rhino
Updated this week
Work Orders and Customers

Assigning GL Codes to Your Account Field in Profit Rhino

Here's the quickest easiest ways to assign your GL Codes that you have in Quickbooks to your Account field.
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Written by Profit Rhino
Updated this week

Filtering The Work Order Grid

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Written by Profit Rhino
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Creating Customers in Profit Rhino's Mobile Tool

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Syncing Your Profit Rhino Price Book To Field Edge

How to sync your price book to Field Edge using the API
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Written by Profit Rhino
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Setting Up Payments Through Profit Rhino

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Written by Profit Rhino
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Exporting A Report

The process for exporting a report from Profit Rhino.
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Written by Profit Rhino
Updated this week

Sending email from the mobile application

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Written by Profit Rhino
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Enabling Pop-Ups to Use Profit Rhino's Work Order Grid

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Written by Profit Rhino
Updated this week

Exporting Customers From Quickbooks

How to export customers out of Quickbooks into a friendly format to fit Profit Rhino's import template.
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Written by Profit Rhino
Updated this week

Adding Sales Tax On Your Work Orders

Where and how to add or change the sales tax rate that you need to charge your customers*
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Written by Profit Rhino
Updated this week

How To Import Contact List onto iPad

Step by step process to import your contacts onto your iPad
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Written by Profit Rhino
Updated this week

Navigating The Customer Details Screen

Customer History, Work Order List for Customer, Previous Work Orders, Resend Work Orders, Add Service Address to Customer, Edit Customer
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Written by Profit Rhino
Updated this week

Using Bulk Actions and Exporting Data From the Work Order Grid

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Written by Profit Rhino
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Searching for Customers In The Mobile Tool

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Written by Profit Rhino
Updated this week

Enabling the PaySimple Payments App-to-App Integration

How to enable the PaySimple payments app to app.
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Written by Profit Rhino
Updated this week

How to Create & Import Customer In Profit Rhino

Customers, Adding Customers, Importing Customers
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Written by Profit Rhino
Updated this week

How To Import your Price Book into Quickbooks Online

How To Export QuickBooks Reports and import your tasks and parts into your Quickbooks Online Account.
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Written by Profit Rhino
Updated this week

Merging Customers in Profit Rhino

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Written by Profit Rhino
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Introduction to Profit Rhino's Work Order Grid

How to navigate your work orders and invoices
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Written by Profit Rhino
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Establishing Financing Options

How to set up financing options.
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Written by Profit Rhino
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Using and Viewing Internal Customer Notes

Adding an internal note will save job and customer-related notes to the customer record.
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Written by Michael Axtell
Updated this week

The Power of Payment & Financing Options

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Written by Profit Rhino
Updated this week

Emailing Work Orders From Profit Rhino's Website

How to email any of the quotes/invoices/options that your technicians have generated out in the field to a customer.
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Written by Profit Rhino
Updated this week