Articles

1. Price Guide Overview

This section covers the different price guide elements in the Leap dashboard and how they are displaying on the app.

2. Main Screen

Outlines the different tools available and the general layout of the price guide screen.

3. Measure Sheet Items

Measure Sheet Items are the most basic price guide elements. This article covers how to add/edit them and the different fields that make them up.

4. Price Guide Options

Price Guide Options exist under Measure Sheet Items and have a price associated with them. This article covers how to add/edit them and the different fields that make them up.

5. Pricing With Excel

Excel allows you to quickly copy and paste Measure Sheet Items and Options if you have multiple items to add. See instructions and examples here.

6. Upcharges

Up-Charges allow you to increase or decrease the price of a Measure Sheet Item/Option. This article covers how to add/edit them and the different fields that make them up.

7. Mass Price Change

Mass Price Changes Leap allows you to make mass price changes in the price guide in order to save time. 1. Navigate to Price Guide. 2. Click on Tools. 3. Click on Mass Price Change. 4. In the window that pops up, you will have the option to Divide, Multiply, Add or Subtract from the …

8. Mass Copy

Mass Copy allows you to copy values from one Measure Sheet Item to one or more other Measure Sheet Items.

9. Packages

Packages allow you to group multiple products together to allow users to toggle between different options without having to measure for them individually.

10. Additional Details

Additional Details allow you capture more information about a Measure Sheet Item besides just the quantity. They can include colors, sizes, model numbers, photos and more.

11. Custom Placeholders

Custom Placeholders allow you to link additional information from a Measure Sheet Item, Price Guide Option, or an Upcharge to the contract.

12. Formulas

Formulas allow you to perform math functions on Measure Sheet Items and reference the values of other cells. EagleView and Hover Placeholders can also be used.