Configure Price Book For Services And Materials
This tutorial guides you through setting up a price book for services and materials in DreamzCMMS. You will learn how to create, customize, and save a new price book to manage your service and material pricing effectively.
Overview
The Price Book feature in DreamzFSM allows you to define and manage pricing for your services and materials in one centralized location. You can create new price books with custom names, categories, service types, and financial details such as price, cost, and unit. Once saved, each price book can be reviewed, assigned a QR code, and referenced across estimates and work orders.
Here is a reference video:
Steps to Configure a Price Book for Services and Materials
Step 1 – Navigate to Price Book
Click on Price Book to access the pricing management section.
Step 2 – Open Services and Materials
Click Services & Materials to view and manage service and material price entries.
Step 3 – Create a New Price Book
Click New Price Book to start creating a new pricing list.
Step 4 – Select Price Book Status
Select the status for the price book from options such as OK, Need Repair, Damaged, Deleted, Move Out (Sell), or Not Found.
Step 5 – Enter the Price Book Name
Click the Name field and enter a title to identify your price book (e.g., Kitchen Mixie).
Step 6 – Choose a Category
Select a category to classify the price book items. Available options include Appliances, Calibration Tool, Carpet Cleaning, Electrical, Installation, or Parts and Supplies.
Step 7 – Select the Service Type
Click to choose the Service Type from options such as Custom Services, Diagnose and Repair, Install, Repair, or Service Call, then fill in the selected service type to specify the nature of services included.
Step 8 – Fill in the Financial Tab
In the Financial tab, fill in the necessary details such as Price, Cost, Unit, and any other relevant financial information.
Step 9 – Save the Price Book
Click Save to store the new price book with all specified details.
Step 10 – View Price Book Details
Click Price Book Details to review the information and settings of the saved price book.
Step 11 – Display and Close the QR Code
Click Show QR Code to generate and view the QR code linked to the price book. Click × to close the QR code display and return to the price book details.
Step 12 – Return to the Price Book List
Click the Price Book List button to go back to the services and materials list. Your newly added material will now appear in the list.
Tips for Configuring the Price Book
- Use clear and descriptive Price Book Names so technicians and dispatchers can quickly identify the correct pricing when building estimates or work orders.
- Always assign the correct Category and Service Type to ensure price book items are properly classified and easy to filter when searching.
- Complete the Financial tab accurately with price, cost, and unit details to ensure your estimates and invoices reflect the correct margins and totals.
- Use the QR Code feature to quickly link physical assets or materials to their price book entry for faster field referencing.
- After saving, always verify the entry appears correctly in the Services & Materials list by returning to the Price Book List view.
Frequently Asked Questions
How do I access the Price Book in DreamzFSM?
Click on Price Book from the main navigation menu, then select Services & Materials to view and manage your existing price book entries.
What categories are available when creating a new price book?
You can choose from categories including Appliances, Calibration Tool, Carpet Cleaning, Electrical, Installation, and Parts and Supplies, among others.
What service types can I assign to a price book entry?
Available service types include Custom Services, Diagnose and Repair, Install, Repair, and Service Call. Select the type that best describes the nature of the service being priced.
What details should I fill in on the Financial tab?
The Financial tab requires details such as the price, cost, and unit of the service or material. Filling this in accurately ensures correct pricing is applied when the price book is used in estimates and invoices.
What is the QR Code feature used for in the Price Book?
The QR Code feature generates a unique QR code linked to the price book entry. This can be used to quickly identify and reference a specific service or material item in the field without manually searching the system.
Related Articles
- Create Estimates and Estimate Listing
- Import / Manage Customer
- Add New Customer Manually
- How to Create Jobs
- Invoicing from App