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< Previous Next >How to create and manage your own material and labour price lists as a tradesman in Price Doctor
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Price lists are an integral part of the Price Doctor system as they manage all of pricing within the system. Out of the box, Price Doctor uses our own managed “Master Price List”. This price list contains every price that is used in the system and as this is our own list you cannot alter
How to manage quote template layouts as a tradesman using Price Doctor
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Custom quote templates provide a method for you to add your bespoke company information to the header or footer area of any quotes that you send out to customers. To create custom headers and footers for your quotes, work through the following steps: Step 1 Firstly, click on “My Profile” on the main menu at
How to create custom lead sources for tradesmen using Price Doctor
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Lead sources help you to identify where enquiries have come from. For example if you run a series of magazine adverts and you have an influx of calls that all quote that they found you in the given ad then its useful to be able to flag up these calls so that you can see
How to create custom projects and create your own building work quotes using Price Doctor
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At present the Price Doctor system has a set selection of Project Types that you can choose from; Extension, New Build, Driveway etc. These are systems that we have built and added to Price Doctor that enable you to use all of the default pricing and options to enable you to get an estimate or
How to add your company information to the Price Doctor system to add to your building work quotes
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To add a professional look to the estimates and quotes you send out, it’s necessary to add all of your company information and logo in the “My Profile” area of the system. The information you add to this section will then be used to add to all of your quotes, estimates and other forms of
Using your dashboard to view stats on quotes you have sent out to your customers
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The dashboard view in your account gives you a quick overview of your entire Price Doctor account. From the dashboard you can see a quick overview of any enquiry visits and scheduled calls you may have, how many enquiries you currently have, how many quotes and jobs you currently have running, any emails that need
