CRM & Pipeline 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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CRM & Pipeline

CRM & Pipeline

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