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Pricebook Admin Quick Start Guide

Settings, Getting Started with Pricebook

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Training
Sales
Settings
Getting Started with Pricebook
Building A Proposal
Customizing Proposals
Making Sales
Release Notes

Video Topics

WEBINAR RECORDING: Palmetto LightReach Financing Integration
Impact of Newly Announced Tariffs on HVAC Pricing
New Customer Management Functionality
Notice to PricebookPlus Subscribers: Special Discount on Setup Fees for Mitsubishi Conversions
NEW: Service Images & Types
Updated “Buy Now” Checkout [VIDEO]
25C Tax Credit Updates
System Selector Updates [VIDEO]
How To Use Sales Commission Reporting
New Feature – Sales Commission Reporting
NEW Functionality for Expired Proposals
NEW FEATURE – Price Checker
Lead Source – New Feature [VIDEO]
NEW Spring Training Schedule – Starting in April ’23
Live and Recorded Webinars for Winter ’22-’23
WEBINAR RECORDING – Proposal Building
RECORDING: Building Specialty Proposals
UPDATE: Failsafe to maintain accurate AHRI data on proposals
Revising Your Retail Pricing [RECORDING]
Advanced Proposal Building RECORDING
Updating your Pricebook for Fall (Webinar Recording)
September 2022 Trainings
System Selector Tutorial

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