Manage Price Books and Create Plan Templates
Written By Tyler Woods
Last updated 2 days ago
Objective
This Video explains how to organize price book line items and create reusable plan templates in the system. It helps ensure technicians and sales staff see the correct services, pricing, and default plan options consistently across web and mobile.
Key Steps
1. Navigate to the Price Book area 0:00
Go to Settings.
Select Price Book.
Use this area to manage line items and plan templates.
2. Review the new line item organization structure 0:11
Locate the service types and folders used to organize line items.
Understand that line items are grouped by service type for easier access and cleaner dropdown menus.
Confirm the current structure before making changes.
3. Create a new folder in the price book 0:19
Enter the folder name in the folder field.
Click Add Folder.
Verify the folder appears in the correct service type or category.
If needed, leave it empty until items are added later.
4. Delete an unnecessary folder safely 0:27
Select the folder you want to remove.
Click Delete.
Confirm the deletion when prompted.
Use caution, especially if the folder may contain many line items.
5. Review and organize line items within a service type 0:40
Open the relevant folder or service type to view all line items.
Check that line items are grouped correctly, such as items related to window washing.
Rearrange line items as needed so they display in the preferred order for technicians and sales staff.
6. Move or duplicate a line item as needed 0:54
To make a line item available in another service, choose Add to another service.
To remove it from the current service and place it elsewhere, choose Move.
To preserve the original while making edits, create a copy first.
After copying, select Edit to modify the duplicate.
If the copy is not needed, delete it.
7. Open the Plan Templates section 1:22
Navigate to Plan Templates.
Review existing templates before creating a new one.
Delete an old template if you want to rebuild it from scratch.
8. Create a new plan template 1:35
Click to create a new plan template.
Enter a clear template name, such as Weekly.
Select the appropriate service type, such as Pressure Washing.
Set the plan duration, such as 12 months.
Enable auto-renew if the plan should continue after the term ends.
9. Add pricing and billing details to the template 1:48
Add the relevant line item to the plan template.
Apply any discount, such as a fixed dollar amount.
Choose whether the discount applies to the first job only or another billing period.
Confirm the initial job pricing and any recurring job settings.
Set payment behavior such as auto pay if required.
Add notes only if needed.
Click Create to save the template.
10. Set the default plan template order 2:14
Review the newly created template in the list.
Move the most commonly used template to the top of the list.
Remember that the first template in the list is the default that appears first when creating a new plan.
11. Use the template when creating a customer plan 2:19
Open a customer record.
Click New Plan.
Confirm the default template auto-fills into the plan form.
If needed, select a different template from the dropdown.
Verify the plan details populate correctly before saving.
12. Confirm the plan details are correct before saving 2:44
Check that the selected service type is correct.
Confirm the plan frequency and duration match the intended setup.
Verify the line item and discount are included.
Ensure the template is consistent with your pricing and sales process.
Save the plan once all details are correct.
Cautionary Notes
Always confirm deletions before removing folders or templates, especially if they may contain many items.
Be careful when moving line items so they do not disappear from a service where they are still needed.
Check discounts carefully to ensure they apply to the correct job or billing period.
The first template in the list becomes the default, so keep the most commonly used template at the top.
Tips for Efficiency
Keep commonly used line items and templates organized at the top for faster selection.
Use copy instead of editing originals when testing changes.
Build reusable templates for common services to reduce manual entry.
Standardize naming conventions, such as using clear frequency-based names like Weekly or Yearly.
Review template setup periodically to keep pricing and service options current.