Setup
You will need the Pricing tiers module turned on in your workspace. If you do not see this in your main menu, reach out to [email protected].
You will also need the following permissions in your security group:
Can view product list and detail page.
Can view pricing information.
Can add price tier.
Can change price tier.
Can view clients.
Can change, archive clients and client contacts.
Can view property list page.
Can view property.
Can view invoices and credit notes.
Can create and update properties.
Click here to learn about permissions and security groups.
For cases where special pricing applies, such as client-specific agreements, promotions, or regional deals, a price book (price tier) can be created and applied at the client or property level. Apply the price book to the client or an individual property to be passed down to the tasks.
If you see this arrow, click to expand for more information!
If you see this arrow, click to expand for more information!
We will add additional information and images under these arrows.
How to create a pricebook
1. Navigate to Billing > Product catalogue and click Price books.
1. Navigate to Billing > Product catalogue and click Price books.
2. Click + Create Pricebook.
2. Click + Create Pricebook.
3. Provide Name and click Save Pricebook.
3. Provide Name and click Save Pricebook.
4. On the Price Book editing page, click through the Materials, Labour, Equipment, Subcontracted and Expense tabs to view the relevant products and enter a unit price.
4. On the Price Book editing page, click through the Materials, Labour, Equipment, Subcontracted and Expense tabs to view the relevant products and enter a unit price.
5. Once complete, scroll to the bottom of the page and click Save price tier.
5. Once complete, scroll to the bottom of the page and click Save price tier.
How to rename a pricebook
1. Navigate to Billing > Product catalogue and click Price books.
1. Navigate to Billing > Product catalogue and click Price books.
2. View a Pricebook.
2. View a Pricebook.
3. Click Update when viewing the Pricebook.
3. Click Update when viewing the Pricebook.
4. Then click Update again on the Pricebook editing page.
4. Then click Update again on the Pricebook editing page.
5. Change the Name, then Save Pricebook.
5. Change the Name, then Save Pricebook.
How to update prices in the pricebook
1. Navigate to Billing > Product catalogue and click Price books.
1. Navigate to Billing > Product catalogue and click Price books.
2. View a Pricebook.
2. View a Pricebook.
3. Click through the Materials, Labour, Equipment, Subcontracted and Expense tabs to view the relevant products and change/enter a unit price.
3. Click through the Materials, Labour, Equipment, Subcontracted and Expense tabs to view the relevant products and change/enter a unit price.
4. Once complete, scroll to the bottom of the page and click Save price tier.
4. Once complete, scroll to the bottom of the page and click Save price tier.
Update prices for the pricebook in bulk by clicking Download CSV when viewing the pricebook and using Uptick CSV Data Importer.
How to attach the pricebook to a client or property
By default, all clients and properties will use the Default price book.
Client
2. Select the existing pricebook from the list and click Save Client.
2. Select the existing pricebook from the list and click Save Client.
All properties under this client will now inherit the assigned pricing structure, unless a different price tier is added to an individual property.
Property
1. View the Billing tab on the property and click Customise Pricing in the Property billing requirements section.
1. View the Billing tab on the property and click Customise Pricing in the Property billing requirements section.
2. Select the existing pricebook from the list and click Save.
2. Select the existing pricebook from the list and click Save.
