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How do I handle a part that isn't on my price list?

What PRICE NEEDED means and what to do next.

Narrated video with captions, 31 s. Made with a fictional company, Brightline Heating & Air (sample · fictional business). Read the transcript · Download the step-by-step PDF

Step by step

  1. Step 1: When a job needs something that isn't on your price list, the assistant never guesses a price.

    When a job needs something that isn't on your price list, the assistant never guesses a price.

  2. Step 2: It adds the line with the price left blank and the note price needed, so you can't miss it when you check the draft.

    It adds the line with the price left blank and the note price needed, so you can't miss it when you check the draft.

  3. Step 3: Fill in the price before you approve the quote. If the part comes up again, add it to the price list so the next draft has it at the right price.

    Fill in the price before you approve the quote. If the part comes up again, add it to the price list so the next draft has it at the right price.

  4. Step 4: In the sample's first month, two lines the techs used were added to the list this way.

    In the sample's first month, two lines the techs used were added to the list this way.

Get the Quote & Follow-Up Assistant

Quotes drafted from your notes, and unsigned quotes followed up. Every Kit and Install comes with these videos, and an Install adds a walkthrough made from your own setup.

See the Quote & Follow-Up AssistantAll guides