My Example CRM

Create items or materials for your Internal Price Book to add to your estimates and invoices

Add an item to your Internal Price Book

Create unique Price Books to use along side your integrated Price Book

Create an Internal Price Book

Default Profit Margins

Services or Materials not provided by your dealer that you manage yourself

Internal Price Book

Add profit margins to each individual item in your Internal Price Book

Set a profit margin for an item in your Internal Price Book

Quote customers efficiently with your Price Book

What is a Price Book?

Where can I view my Price Books?

Add multiple sources to quickly add items to estimates and invoices

Why would I want multiple Price Books?

Jana

Price Book

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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