Add recommendations to services and equipmentLast updated on 03/23/2022
When technicians build estimates or invoices, they see available recommended services that they can offer to customers, creating upsell opportunities. When you add recommendations to your pricebook, you empower your team to increase sales without additional training.
Things to know
Only services can be added as recommendations.
After a technician adds a service or equipment to an estimate or invoice, a pop-up opens showing any available recommendations that they can offer to customers.
You can offer a variety of recommendations—services frequently performed at the same time, related consumables, equipment memberships, and more.
You can also add recommendations for items within a category or subcategory by editing the Suggested Tasks field of the category or subcategory. For more information, see Set up pricebook categories and subcategories.
To add recommendations to an existing equipment or service, edit the item in your pricebook:
Go to the navigation bar and click Pricebook.
In the side menu, click Services or Equipment, depending on the item you want to edit. The Services or Equipment screen opens.
Browse the table or use the search field to find the item you want to edit. You can search by item code, name, or description. Tip: To filter the list of items, click Filters. You can filter based on price, sold hours, category, and other details. After setting your filters, click Apply.
At the end of the item row, click Actions ⠇ and select the View/Edit option.
The Edit Service or Edit Equipment screen opens.
Scroll down and click the Recommendations field to view a list of available items.
Click an item in the list to add it. Tip: Filter the list by entering a few letters of the name, code, or item description.
When you're finished, click Save.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.