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  5. Price Book – Favourite Tasks

Price Book – Favourite Tasks

Setting Task Favourites

It is believed that over 80% of the jobs you sell will contain a subset of around 50 common Price Book Tasks. It makes sense to have these available for your Plumbers to select quickly.

To select a Task as a favourite:

1. Log in as a Manager

2.  In the >Price Book, find the Task you want and Tap on the star to the right of the Task (see below)

3.  It will turn Gold (see below)

4.  It will now appear in the Favourites section of the Price Book (see below)