Profit Rhino

Michael Axtell

Navigating, customizing and building options

Managing your Book

This article will help you navigate through the mobile program of SmartPrice Plus and SmartPrice Starter

Navigating SmartPrice Plus/Starter - Mobile Tool

How to navigate the manage book section optimally

Navigating The Book

How to adjust how things can be viewed on the mobile tool.

General Settings:  SmartPrice - Starter/Plus

Managed Records

Invoice emails, sending from server and customizing email text

Managing Notifications

How to purchase new technician accounts, edit payment information and print invoices.

Purchasing Additional Users & Editing Payment Information

How to sync your mobile book and what the automatic syncing is.

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

How to change and/or setup all your rates.

Managing Your Business Information - Rate Management

How Is The Price Book Organized?

How to adjust bill out rates, parts markups, refrigerant management and managed lists.

The Business Information Section

How to use the Quick Add feature in the Profit Rhino mobile application. ex. diagnosis fee, dispatch fee

Using Quick Adds In The Profit Rhino Mobile

Make sure you're charging properly when working on refrigerant components

Using 'Configure Refrigerant' in the Field

Navigating & Other FAQs

Guide to uploading logo images to Profit Rhino account and mobile app

How to Add a Mobile or Company Logo

How to edit the name & contents of an option board in the mobile version of Profit Rhino

Editing Board Name & Contents

How to manage your users in Profit Rhino.

Adding and Managing Users

How to change the tax rate in your business information section, and why you might want to do that

Changing Tax Rate In Business Information

This article will describe how to update the price of a product line

Updating Part Cost by Product Line

Customizing Your Mobile Settings

Customizing your Book

How to copy a task and move it to another business type

Copying Tasks and Moving Tasks To Another Business Type

To Change or Update a Part Status

How to use hidden tasks to bake additional labor into the total job price.

Setup and Use of Hidden Tasks

Managing Parts In Tasks

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

How to add a cross-sell to a quote as an add-on rather than a task

Cross-Selling As an Add-on

Performing Bulk Actions

How to copy and inactivate unwanted parts

Copying & Inactivating Parts

How to manage Quick-add's in Profit Rhino

Add task to Quick-Add lists for mobile application

The process for copying and inactivating a task.

Copying & Inactivating Tasks

Task Content Management

Creating A Task

This article details how to view Task or Add-on pricing at a glance in the Manage Book Section

Manage Book - Task/Add-On Toggle

Creating A New Part

Viewing Part Lists In The Mobile Tool

Editing description, pictures and other parts of a task.

Editing tasks

How to utilize cross selling and up selling in the marketing tab

How to Setup your Marketing Tab in a Task

How to enable or disable your task to have an Add-on price.

Enabling and Disabling Tasks and Add-ons

How to import your own parts into Profit Rhino and the correct format they will need to be in

Importing Your Parts Into Profit Rhino

How to create and use discount tasks. These can be used for discounts, rebates and coupons.

Creating and Using Discount Tasks

How To Add Images To A Task

how to exclude a task or category from your price book

Inactivate to Exclude a Task or Category from your mobile application

How to use the grid matrix to build a task on the fly

Using The Grid Matrix

Contractor Created or Contractor Managed Tasks

Manually Set Tasks Prices

This article will describe how to edit your parts markups

Managing Parts Markups

How to import your own tasks into Profit Rhino and the correct format they will need to be in

Importing Your Tasks Into Profit Rhino

Tasks and Parts

How to manage your option boards and option labels

Option Boards and Option Labels

Creating & Deleting Option Boards

The differences between showing and hiding your pricing on the mobile app

Show/Hide Pricing On Option Boards

How to add new option labels to your option builder and edit existing ones

Adding & Editing Option Labels

This article will explain the changes coming with the new build of profit rhino in regards to building options and syncing data.

Option Builder Task/Add-on Setting

How reopening a work order also reopens the option boards that were presenting during that job.

Recalling Option Boards

There are huge benefits to presenting Good, Better, Best options.

Why Offer Customers Options?

New in July 2021: More option boards functionality and added features.

Updated: Option Boards

Splitting Repairs On The Option Builder

How to move options from one position to another when building option boards.

Swapping the Position of Option Boards

Building Options

How to add images and descriptions to a business type, category and subcategory.

Adding Images & Descriptions To Business Types, Categories or Subcategories

Assigning Tasks To Multiple Categories

Different ways that Categories can be laid out and adjusted in SmartPrice

Manage Book - Category Layout

How to create and remove Categories and Sub Categories from your Manage Book Section of the price book.

Creating and Removing Categories and Sub Categories

How to inactivate and move categories inside of the Manage Book section in Profit Rhino

Manage Book - Category Bulk Actions

Stopping business types, categories and sub-categories from showing up in your book. Inactivating and activating.

Activating and Inactivating Business Types, Categories and Sub-Categories

Business Types and Categories

Here's the quickest easiest ways to assign your GL Codes that you have in Quickbooks to your Account field.

Assigning GL Codes to Your Account Field in Profit Rhino

Filtering The Work Order Grid

Creating Customers in Profit Rhino's Mobile Tool

How to sync your price book to Field Edge using the API

Syncing Your Profit Rhino Price Book To Field Edge

Setting Up Payments Through Profit Rhino

The process for exporting a report from Profit Rhino.

Exporting A Report

Sending email from the mobile application

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

How to export customers out of Quickbooks into a  friendly format to fit Profit Rhino's import template.

Exporting Customers From Quickbooks

Where and how to add or change the sales tax rate that you need to charge your customers*

Adding Sales Tax On Your Work Orders

Step by step process to import your contacts onto your iPad

How To Import Contact List onto iPad

Customer History, Work Order List for Customer, Previous Work Orders, Resend Work Orders, Add Service Address to Customer, Edit Customer

Navigating The Customer Details Screen

Using Bulk Actions and Exporting Data From the Work Order Grid

Searching for Customers In The Mobile Tool

How to enable the PaySimple payments app to app.

Enabling the PaySimple Payments App-to-App Integration

Customers, Adding Customers, Importing Customers

How to Create & Import Customer In Profit Rhino

How To Export QuickBooks Reports and import your tasks and parts into your Quickbooks Online Account.

How To Import your Price Book into Quickbooks Online

Merging Customers in Profit Rhino

How to navigate your work orders and invoices

Introduction to Profit Rhino's Work Order Grid

Establishing Financing Options

Adding an internal note will save job and customer-related notes to the customer record.

Using and Viewing Internal Customer Notes

The Power of Payment & Financing Options