Managing your Book
Navigating, customizing and building options
By Profit and 1 other2 authors81 articles
- Copying Tasks and Moving Tasks To Another Business Type
- To Change or Update a Part Status
- Setup and Use of Hidden Tasks
- Managing Parts In Tasks
- Convert Task to Add-on or Add-on to Task In The Option Builder
- Cross-Selling As an Add-on
- Performing Bulk Actions
- Copying & Inactivating Parts
- Add task to Quick-Add lists for mobile application
- Copying & Inactivating Tasks
- Task Content Management
- Creating A Task
- Manage Book - Task/Add-On Toggle
- Creating A New Part
- Viewing Part Lists In The Mobile Tool
- Editing tasks
- How to Setup your Marketing Tab in a Task
- Enabling and Disabling Tasks and Add-ons
- Importing Your Parts Into Profit Rhino
- Creating and Using Discount Tasks
- How To Add Images To A Task
- Inactivate to Exclude a Task or Category from your mobile application
- Using The Grid Matrix
- Manually Set Tasks Prices
- Managing Parts Markups
- Importing Your Tasks Into Profit Rhino
- Option Boards and Option Labels
- Creating & Deleting Option Boards
- Show/Hide Pricing On Option Boards
- Adding & Editing Option Labels
- Option Builder Task/Add-on Setting
- Recalling Option Boards
- Why Offer Customers Options?
- Updated: Option Boards
- Splitting Repairs On The Option Builder
- Swapping the Position of Option Boards
- Adding Images & Descriptions To Business Types, Categories or Subcategories
- Assigning Tasks To Multiple Categories
- Manage Book - Category Layout
- Creating and Removing Categories and Sub Categories
- Manage Book - Category Bulk Actions
- Activating and Inactivating Business Types, Categories and Sub-Categories
- Assigning GL Codes to Your Account Field in Profit Rhino
- Filtering The Work Order Grid
- Creating Customers in Profit Rhino's Mobile Tool
- Syncing Your Profit Rhino Price Book To Field Edge
- Exporting A Report
- Sending email from the mobile application
- Enabling Pop-Ups to Use Profit Rhino's Work Order Grid
- Exporting Customers From Quickbooks
- Adding Sales Tax On Your Work Orders
- How To Import Contact List onto iPad
- 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 Create & Import Customer In Profit Rhino
- How To Import your Price Book into Quickbooks Online
- Merging Customers in Profit Rhino
- Introduction to Profit Rhino's Work Order Grid
- Establishing Financing Options
- Using and Viewing Internal Customer Notes
- The Power of Payment & Financing Options
- Emailing Work Orders From Profit Rhino's Website