Category Structure
Organize items hierarchically:
- Top-Level Categories: Major service types (HVAC, Plumbing, Electrical)
- Subcategories: Specific services within each type
- Example Structure:
- HVAC → Air Conditioning → Repairs, Installations, Maintenance
- Plumbing → Water Heaters → Repair, Replace, Maintenance
- Electrical → Outlets → Installation, Repair, Upgrade
Creating Categories
Set up your category structure:
- Go to Price Book → Categories
- Click "Add Category"
- Name your category
- Add description (optional)
- Set display order
- Create subcategories as needed
- Assign items to categories
Organization Best Practices
Tips for effective Price Book organization:
- Keep category names simple and clear
- Limit to 2-3 levels deep maximum
- Group related items together
- Order categories by frequency of use
- Use consistent naming conventions
- Review and reorganize quarterly
- Get feedback from team on usability
Finding Items Quickly
Help your team find the right items:
- Use search bar to find items by name or description
- Filter by category in dropdown
- Recently used items appear first
- Favorite frequently used items
- Add tags for alternate search terms
- Create personal shortcuts for your most-used items