Articles

1. Custom Products

The Custom Product feature gives you the ability to add product items to the estimate straight from your iPad.

2. Display Unit Prices

App Appearance allows you to change the text that appears within the App for any of the menu items such as Estimates and Contracts.

3. Price Guide Overview

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

4. Price Guide Tools

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

5. 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.

6. 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.

7. 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.

8. 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.

9. Mass Price Change

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

10. Mass Copy

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

11. Packages

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

12. 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.