My Example CRM

Create items or materials for your Internal Price Book to add to your estimates and invoices

Add an item to your Internal Price Book

Add multiple sources to quickly add items to estimates and invoices

Why would I want multiple Price Books?

Create unique Price Books to use along side your integrated Price Book

Create an Internal Price Book

Add profit margins to each individual item in your Internal Price Book

Set a profit margin for an item in your Internal Price Book

Your price book, direct from your dealer, brought online!

Integrated Price Book

Services or Materials not provided by your dealer that you manage yourself

Internal Price Book

Where can I view my Price Books?

Default Profit Margins

Quote customers efficiently with your Price Book

What is a Price Book?

Jana

How to set up and use Price Books to send accurate estimates and invoices

Price Book

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