Task Management
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      Customising the FlatRateNOW Pricebook by trade

      In this article, we will show you how to customise your FlatRateNOW pricebook by trade.

      With over 1,800 tasks across Plumbing, Electrical, Solar & HVAC, the FlatRateNOW pricebook is extensive.

      As an Electrical business, you may not want to see Plumbing and as a Plumbing Business, you may not want to see Electrical.

      This article will explain how you can hide entire sections of the FlatRateNOW pricebook.

       

      For example:

      image of app highlighting trades in pricebook

      1. Log into FlatRateNOW Office
      2. Head to Configuration
        click configuration
      3. Select Filtering
        click filtering
      4. Enable 'Task Filtering'
        enable filtering 
        1. Please Note: You MUST enable 'All Trades'. This refers to the tasks that are not trade-specific.
      5. Click 'Add an item'
        click add an item
      6. Select the trades that you would like to enable and click Select
        select item and click select
      7. Click Apply to save your changes
        click apply to save

      In my example, I have only selected Electrical as the Approved Trade. We now have a simpler pricebook:

      only electrical approved

      If you would like to remove an Allowed Trade, simply click the BIN icon to the right.

      bin icon