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How do I create custom price lists?

You can create price lists in your company profile and in a customer profile. Navigate to the designated customer profile or your own company profile and go in to the 'Price List' tab. Click on 'New' and here you can either manually enter each line item or import from an excel or CSV file. Make sure that you choose the category you want to upload in to (Equipment, Expense Type, Labor Type) prior to clicking on import. Always click on SAVE before switching tabs.

 

If you are importing a file, make sure that you have clear item descriptions including categories, item name, and price.