It’s easy to create a range of solutions in your Flat Rate Price Books with NSPG software. Let’s say you want to set up a special group to improve your sales process for water heater replacements. The idea is to set up your books to automatically print the range of options together on a single page. Here’s how to do it.
Create a Category with an appropriate Title like “Water Heater Solutions” for your new sales group of tasks. You can also customize your bullet points and sales text to highlight the benefits of solutions you provide.- Choose the first Task that you want to use in this group.
- Use the Copy function to create a new copy of the Task, and update the Task Number and Name so it fits your new “Water Heater Solutions” group.
- Repeat for each Task you want to add to the new group.
- Click the button to Recalculate all of your prices.
You’re ready to print your new “Water Heater Solutions” section of your Price Book. You can repeat this process for any other product or service you sell until you have a complete custom sales solution for your technicians to use in the field.