Building pricebook
Chad Hoffner
- Allow users to upload their own files to import pricebook data.
- For the love of god make it so you can go into categories and edit and add new items. Like what the technicians in the field see. If i want to add items let me go into that specific area of the pricebook and start adding items. It is way to difficult to build out a pricebook the way it is set up. Let me click the main account then go into whichever sub account i click next and start adding from there so everything is already labeled as it needs to be.
- And for your price book pro allow you to assign those to specific labels in the account. My installers don’t need access to repair pricing. My techs and office are the only accounts needed. There’s no reason to pay the $39 a month per user when 6 of the 10 employees don’t use it.
- create basic accounts we can set users to that only have clock in clock out and view job abilities. A good number of my employees don’t need any other features but other employees need all features. General laborers and apprentices do not need full function of the crm.