The Custom Product feature gives you the ability to add product items to the estimate straight from your iPad.
App Appearance allows you to change the text that appears within the App for any of the menu items such as Estimates and Contracts.
This section covers the different price guide elements in the SalesPro dashboard and how they are displaying on the app.
Outlines the different tools available and the general layout of the price guide screen.
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.
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.
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.
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.
This feature allows you to change the pricing of multiple items at once. Quick Steps In your SalesPro Dashboard, navigate to Pricing. Click on Tools. Click on Mass Price Change. In the same screen a white window will pop up. In the Operation drop-down, you will have the option to Divide, Multiply, Add or Subtract
Mass Copy allows you to copy values from one Measure Sheet Item to one or more other Measure Sheet Items.
Packages allow you to group multiple products together to allow users to toggle between different options without having to measure for them individually.
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.