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
  • Why Your Jobs Are Profitable on Paper but Not in Your Account
  • Set Up Your Business Foundation: Costs and Overhead
  • Set Up Your Business Foundation: Labor Burden and Markup
  • Set Up Your Business Foundation: Reading Your Numbers and Adjusting
  • Know Your Business Planning Tools
• Job Builder
  • Set Your Pricing Rules: Floor Price, Tax, Rounding, and Saved Quotes
  • Build a Reusable Catalog: Services, Products, and Packages
  • Start a New Estimate: Vertical, Scope, and Line Items
  • Add Costs, Allocation, and Markup to Your Estimate
  • Preview, Finalize, and Send Your Estimate
• 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
  • Build an Estimate: Marketing Services
  • Build an Estimate: General Business Services
  • Build an Estimate: General Contractor (Multi-Trade)
  • Build an Estimate: Video Production
  • Build an Estimate: Coaching and Session-Based Services
  • Build an Estimate: Freelance and Creative Projects
  • Build an Estimate: Graphic Design Projects

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CRM & Pipeline

10

• Contacts & Business Card
  • Scan a Business Card and Save a Contact
  • Add Contacts to Your CRM and Start a Pipeline Lead
  • Set Up and Share Your Digital Business Card
• Pipeline & Follow-Up Reminders
  • Move Leads Through Your Prospect Pipeline
  • Set Follow-Up Reminders on Your Estimates
  • ProspectIQ Sales Intelligence
• Vendors
  • Manage Your Vendors
• In Your Day - Scenarios
  • Digital Business Card in Your Day: First Meeting with a New Client
  • Follow-Up Reminders in Your Day: After Dropping an Estimate
  • Business Card Scanner in Your Day: Networking Events

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
  • Set Up Field Mode: Create Your First Access Code
  • Review Incoming Field Estimates and Data
  • Review Field Notes and Before/After Site Photos
  • Field Commission and Digital Business Card Settings
  • Send a Push Message to a Field Worker
• Field Worker Guide
  • Enter Field Mode with Your Access Code
  • Build and Export a Field Estimate
  • Use Your CRM, Visit Notes, and Reminders in the Field
  • Set Up and Share Your Digital Business Card as a Field Worker
  • Check Your Commission Tally
  • Log Your Daily Sales Activity
• 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?

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Crew Mode

7

• 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
• 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
  • Track Business Mileage Without Keeping a Paper Log
  • Scan and Categorize Receipts with AI Receipt Scanner
  • Track Job Expenses in the Field
• 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
  • Set Up Quarterly Tax Estimates and Your Set-Aside Account
  • Track Home Office and Vehicle Deductions
  • Run Your 1099 Tracker and Export to Schedule C
  • Export Your Books to FreshBooks or QuickBooks
• Financial Tools
  • Track Your Business Debt and Interest
• In Your Day - Scenarios
  • AI Receipt Scanner in Your Day: Driving Home from a Supply Run
  • AI Receipt Scanner in Your Day: End of a Job Site Day
  • Tax Planning in Your Day: Your Weekly Admin Hour
  • 1099 Tracker in Your Day: Hiring a Subcontractor
  • Vehicle Management in Your Day: After the Last Job of the Day
  • Business Metrics in Your Day: Monday Morning Dashboard Check

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SmartScope Calculators

29

• Overview
  • Map Measurement Tool: Measure Property from Satellite
  • Room Scan: Measure with LiDAR
  • SmartScope Calculators: How They Work
  • Add-On Calculator Packs: What They Are and How to Enable Them
• Marketing
  • Marketing Retainer Builder
  • Content Production Calculators: Campaign Pricer & Social Volume Pricer
  • Paid Media Calculators: Ad Spend ROI & Media Buy Estimator
  • SEO Scope Calculator
  • Email Campaign Calculator
• General Business
  • Business Tools: Price Builder, Hourly Rate, Overhead, Package Pricer & Break Even
• Pressure Washing
  • Roof Wash Estimator
  • Flatwork / Driveway Estimator
  • Multi-Surface Job Builder
  • Building / House Wash Calculator
  • Travel & Fuel Surcharge Calculator
  • xJet Batch Mix Calculator
• 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

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Vertical Tools

3

• Production Management (Video Production)
  • Production Management Part 1: Set Up Scenes and Build Your Shot List
  • Production Management Part 2: Schedule Your Production Day
  • Production Management Part 3: Track Live Production and Generate Your Wrap Report

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