Managing your Book

Navigating, customizing and building options

Profit Rhino avatar Andrew Franchina avatar Michael Axtell avatar +1
85 articles in this collection
Written by Profit Rhino, Andrew Franchina, Michael Axtell and 1 other

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 Dillon Tiddick
Updated over a week ago

Navigating The Book

How to navigate the manage book section optimally
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Written by Profit Rhino
Updated over a week ago

Creating, Retrieving & Printing Books

Mobile, Print Book, Price Book
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Written by Profit Rhino
Updated over a week ago

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
Updated over a week ago

Managed Records

Managed Task and Parts
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Written by Profit Rhino
Updated over a week ago

Managing Notifications

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

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

This article will describe the process for syncing your mobile book and detail the automatic syncing that takes place in Profit Rhino.
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Written by Profit Rhino
Updated over a week ago

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 over a week ago

Managing Your Business Information - Rate Management

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

How Is The Price Book Organized?

This article will help you and your techs navigate the price book.
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Written by Profit Rhino
Updated over a week ago

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 over a week ago

Using Quick Adds In The Profit Rhino Mobile

This article will detail the process for using the Quick Add feature in the Profit Rhino mobile application. ex. diagnosis fee, dispatch fee
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Written by Profit Rhino
Updated over a week ago

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 over a week ago
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
Updated over a week ago

To Change or Update a Part Status

Setting alternate parts
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Written by Profit Rhino
Updated over a week ago

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
Updated over a week ago

Managing Parts In Tasks

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

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

Task to Add-on, Mobile, Option Builder, Repair
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Written by Profit Rhino
Updated over a week ago

Cross-Selling As an Add-on

This article will describe the process for adding a cross-sell to a quote as an add-on rather than a task
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Written by Profit Rhino
Updated over a week ago

Performing Bulk Actions

Bulk edit tasks and parts
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Written by Profit Rhino
Updated over a week ago

Copying & Inactivating Parts

How to copy and inactivate unwanted parts
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Written by Profit Rhino
Updated over a week ago

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 over a week ago

Copying and Inactivating Tasks

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

Task Content Management

Managing Task Information
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Written by Profit Rhino
Updated over a week ago

Creating A Task

How to create a task
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Written by Profit Rhino
Updated over a week ago

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 over a week ago

Creating A New Part

How to create a new part
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Written by Profit Rhino
Updated over a week ago

Viewing Part Lists In The Mobile Tool

Tasks, Parts, Mobile Tool, Repairs, Part Price
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Written by Profit Rhino
Updated over a week ago

Editing tasks

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

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 over a week ago

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
Updated over a week ago

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
Updated over a week ago

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 over a week ago

How To Add Images To A Task

This article will detail how to add images to tasks
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Written by Profit Rhino
Updated over a week ago

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 over a week ago

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 over a week ago

Task Types - Setting Pricing Using Fixed and Calculated Price

Setting the price of a task manually
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Written by Dillon Tiddick
Updated over a week ago

Managing Parts Mark-ups

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

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 over a week ago
Building Options

Option Boards and Option Labels

How to manage your option boards and option labels
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Written by Profit Rhino
Updated over a week ago

Creating & Deleting Option Boards

How to create and delete option boards
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Written by Profit Rhino
Updated over a week ago

Show/Hide Pricing On Option Boards

The differences between showing and hiding your pricing on the mobile app
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Written by Profit Rhino
Updated over a week ago

Adding & Editing Option Labels

How to add new option labels to your option builder and edit existing ones
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Written by Profit Rhino
Updated over a week ago

Dynamic Option Board Task/Add-on Update

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Written by Profit Rhino
Updated over a week ago

Option Builder Task/Add-on Setting

This article will explain the changes coming with the new build of profit rhino in regards to building options and syncing data.
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Written by Profit Rhino
Updated over a week ago

Recalling Option Boards

How reopening a work order also reopens the option boards that were presenting during that job.
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Written by Michael Axtell
Updated over a week ago

Why offer customers options?

There are huge benefits to presenting Good, Better, Best options.
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Written by Michael Axtell
Updated over a week ago

Splitting Repairs On The Option Builder

Split Repairs, Task/Add-on, Option Builder
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Written by Profit Rhino
Updated over a week ago

Updated: Option Boards

New in July 2021: More option boards functionality and added features.
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Written by Profit Rhino
Updated over a week ago

Swapping the Position of Option Boards

How to move options from one position to another when building option boards.
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Written by Profit Rhino
Updated over a week ago
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 over a week ago

Filtering The Work Order Grid

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Written by Profit Rhino
Updated over a week ago

Creating Customers in Profit Rhino's Mobile Tool

Create Customer, Mobile Tool, Work Order,
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Written by Profit Rhino
Updated over a week ago

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 Andrew Franchina
Updated over a week ago

Setting Up Payments Through Profit Rhino

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Written by Profit Rhino
Updated over a week ago

Exporting A Report

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

Sending email from the mobile application

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Written by Michael Axtell
Updated over a week ago

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

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Written by Profit Rhino
Updated over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

Using Bulk Actions and Exporting Data From the Work Order Grid

Exports, quotes, invoices, bulk actions and work orders
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Written by Profit Rhino
Updated over a week ago

Searching for Customer's In The Mobile Tool

Customers, Work Orders, Mobile Tool, Search, Invoice, Quote
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Written by Profit Rhino
Updated over a week ago

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 over a week ago

How to Create & Import Customer In Profit Rhino

Customers, Adding Customers, Importing Customers
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Written by Profit Rhino
Updated over a week ago

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 over a week ago

Merging Customers in Profit Rhino

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Written by Profit Rhino
Updated over a week ago

Introduction to Profit Rhino's Work Order Grid

Invoice Grid, Quotes, Invoices, Managing Quotes On Web
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Written by Profit Rhino
Updated over a week ago

Establishing Financing Options

How to set up financing options.
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Written by Profit Rhino
Updated over a week ago

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 over a week ago

The Power of Payment & Financing Options

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Written by Profit Rhino
Updated over a week ago

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 over a week ago