Profit Rhino

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

How to email any of the quotes/invoices/options that your technicians have generated out in the field to a customer.

Emailing Work Orders From Profit Rhino's Website

Michael Axtell

Work Orders and Customers

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Track the progress of all tickets related to your company.

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