Manager Guide Archives - PriceRight Pro App

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Getting Started

9

Quick Start: Get Set Up in 10 Minutes
Why We Built PriceRight Pro
The PriceRight Pro Business Cycle – Start Here
Find and Track Your Prospects
Build An Estimate That Wins Jobs
Present, Sign, and Collect a Deposit
Invoice, Get Paid, and Manage the Job
Close the Job and Ask for a Review
How PriceRight Pro Sets You Up for Tax Season

Estimates & Jobs

22

Business Foundation
Job Builder
Job Tracking
- Track Your Job: Status, Photos, and Actuals
Job Completion
- Mark a Job Complete and Record Final Payment
- Request a Review After a Completed Job
In Your Day - Scenarios
- Wrapping Up a Completed Job
FAQ
- FAQ: How Do I Add a New Trade Vertical?
Estimate By Vertical

CRM & Pipeline

10

Contacts & Business Card
Pipeline & Follow-Up Reminders
Vendors
- Manage Your Vendors
In Your Day - Scenarios

Client Mode

4

Present Your Estimate in Client Mode
Collect a Signature and Take a Deposit
Send Your Estimate for Remote Web Approval
In Your Day - Scenarios
- Client Mode in Your Day: On-Site with a New Client

Invoicing & Payments

3

Connect Stripe and Send Your First Invoice
Track Payments, Partials, and Milestones
Set Up Recurring Invoices

Field Mode - Your Sales Team

13

Manager Guide
Field Worker Guide
In Your Day - Scenarios
- Commission Tracker in Your Day: Checking Your Payout After Sync
FAQ
- FAQ: How Do Field Workers Download and Use the App?

Crew Mode

7

Manager Guide
Crew Member Guide
- How to Clock In and Out as a Crew Member (App)
- Clock In and Out via the Crew Web Portal
FAQ
- FAQ: How Do Crew Members Access the App or Web Portal?

Reports & Exports

17

Job Tracking Tools
Vehicle Management
- Manage Your Vehicle Fleet: Service Log, Fuel Tracking, and Expenses
Business Metrics
- Read Your Business Metrics Dashboard
- Read Your Sales Team Activity Dashboard
Tax Planning
Financial Tools
- Track Your Business Debt and Interest
In Your Day - Scenarios

SmartScope Calculators

29

Overview
Marketing
General Business
- Business Tools: Price Builder, Hourly Rate, Overhead, Package Pricer & Break Even
Pressure Washing
Video Production
- Livestream SmartScope: Event Setup, Crew, Platform & Tech & VOD & Delivery
- Video Tools: Pre-Pro Time Estimator, Shoot Day Estimator, Revision Budget & Travel/Per Diem
Painting
- Painter Tools: Wall Area, Gallons, Labor, Color Change & Room Scan
Landscaping
- Landscaper Tools: Mulch, Sod, Mowing, Plants & Seasonal Annualizer
Cleaning Service
- Cleaning Tools: Sq Ft, Time Estimator, Supply Cost & Recurring Rates
General Contractor
- GC Tools — Takeoff Calculators: Concrete, Lumber, Area & Pitch/Slope
- GC Tools — Labor, Subcontractor, Permit, Room Scan & Good/Better/Best
Coaching
- Coaching Tools — Pricing Foundations: Rate, Session Package & Group Program
- Coaching Tools — Programs & Revenue Streams: Retainer, Program Dev, Corporate, Revenue Mix & Digital Product
Freelance/Creative
- Freelance Tools: Scope, Rate, Rush, Revisions & Licensing
Web Design & Development
- Web Dev Tools — Project Scope & E-Commerce Complexity
- Web Dev Tools — Hosting, Maintenance, Integrations & Design Scope
Graphic Design
- Design Tools: Brand Identity, Batch Pricer, Print, Licensing, Revisions & File Prep

Vertical Tools

3

Production Management (Video Production)

Settings & Account

5

App Lock and Account Security
Back Up and Restore Your Company Data
Set Up and Manage Multiple Businesses
FAQ: Can I Use PriceRight Pro for Multiple Businesses?
FAQ: What Happens to My Data If I Cancel My Subscription?

Troubleshooting

6

Troubleshooting: Field Estimate Not Showing After Import
Troubleshooting: Access Code Not Working
Troubleshooting: Payment Failed
Troubleshooting: CloudKit Sync Error
Troubleshooting: Miscategorized Expense in Tax Planner
Troubleshooting: SmartScope Not Adding to Estimate

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Home
PriceRight Pro Knowledge Base
Crew Mode
Manager Guide

Manager Guide

Set Up Crew Mode and Add Your First Crew Member
Approve Timesheets and Manage Crew Hours
Monitor Live Crew Status
Publish Jobs to the Crew Portal