Pricing
Finance Plans
PricebookPlus
Rebates
Building
100

The preferred (often ONLY) document type requested for pricing updates from our customers. 

What is an Excel document?

100

A major finance company currently offered as an integration with PricebookPlus. 

Who/What is Wells Fargo?

100

The default landing page when logging into the program.

What is the accounts page?

100

A rebate type that is factored in Pricebook just like a discount.

What is an Instant Rebate?

100

A preselected set of systems, selected by our customers, of their most common pairings.

What are default matchups/what is their book?

200

The portion of a service or install kit that is not taxed.

What is labor?

200

A finance plan with 'until paid in full' may not have this.

What is a term/number of months?

200

A user that can see their accounts and another salesperson accounts. They have no 'company' tab.

What is Install Manager?

200

Availability of these rebates to dealers is connected to their state/province. 

What are utility rebates?

200

An admin tool that allows you to 'Create Section' or modify an existing section to help create matchups requested by our dealers.

What is Pricebook Generator?

300

The install kit price if your materials are $775, your sales tax is 7%, your labor is $105/hr (9hr job), and your margin is 35%. (rounded to the nearest dollar)

How much is $2730?

300

The part of the finance plan that displays on ShowSite and printed proposal.

What is the short description?

300

Only functions when the dealer's default system type is set to 'Split Heat Pump'.

What is create custom matchup?

300

A type of rebate stating 'Up to $500 off'.

What is a custom rebate?

300

If you have a 'Pricebook' tab in your new Pricebook; you've forgotten to select this during set up.

What is Primary Brand?

400

The price (rounded to the nearest dollar) of a 4TTV0X condenser that costs $5,398.79, a margin of 48%, sales tax of 8%, labor cost is $95/hr, and finance fee is 6%.

How much is $11,213?

400

Currently the program cannot support programs with this.

What is varied APR/credit-based APR?

400

When not set; a dealer may say - 'None of my ST jobs are coming over!'; receives any unassigned jobs when set.

What is default user?

400

A mail-in rebate that is not awarded to the customer until roughly a year later.

What is a tax credit?

400

The nominal SEER rating on 24TPA748W003.

What is 17 SEER?

500

The System Price (rounded to the nearest dollar) of a 4TTV8X condenser that costs $4,299, a S9V2 furnace that costs $2,956, and a 4TXC coil that costs $1,156.
The margin is 48%, sales tax of 8%, labor cost is $95/hr, and finance fee is 6%. They've elected to use a fixed price install kit of $2,000.

How much is $21,260?

500

The equation used to find the equal monthly payment finance factor.

What is [(1/term)X100]?

500

The second selection made, after choosing your system(s), in the 'Buy Now' process of our program.

What is payment method?

500
A type of rebate that is not utility, manufacturer, government, or other.

What is affiliate credit?

500

The system type of a EL23XCV-036 and CBA38MV-036 pairing.

What is Split Electric?

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