Tips and Tricks

Welcome to the Tips and Tricks page! Here you will find videos showing you how to use the lesser-known features of PriceIt that will make your job a lot easier and productive. Check out the videos below!

Episode 1 – Crouching Tiger Hidden Features

In this episode of tips and tricks we will show you some “hidden" features in PriceIt Software that will make your job a whole lot easier and productive.

  • Part 1: Quickly access locally stored art files and associate them with a customer.
  • Part 2: Records navigation trick.
  • Part 3: Print invoice or estimate with one click.

Episode 2¬†–¬†List and Found

In this episode you will learn how to:

  • Part 1. View a List of Found jobs or estimates for a customer
  • Part 2. Copy data from a line above in order entry with one click
  • Part 3. Copy order entry line data from one order to another.

Episode 3 – Practice Save Search

In this episode of Tips and Tricks you will learn how to:

  • Part 1. Save a Search
  • Part 2. Change the line color in Order Entry

Episode 4 – Ricky don't lose that Number Sequence.

In this episode of Tips and Tricks you will learn how to:

  • Part 1. Change order number sequence.
    Part 2. Change order number
    Part 3. Swap invoice and estimate header/footer