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Reviewing, Renaming and Activating a Price List

Internal guide to managing Price Lists in One Click Contractor, covering screen navigation, editor functionality, update workflows, and best practices.

After a Price List has been updated, it must be properly renamed and activated to ensure estimates use the correct pricing version. This article outlines how to rename a Price List, activate it, and apply best practices for version control.

Step 1: Select and rename a Price List

  1. Click the pen icon
  2. Enter a new name in the pop-up window
  3. Save changes

Step 2: Activate the Updated Price List

Once uploaded:

  1. Review the Price List carefully
  2. Activate it when ready for use
  3. Confirm estimates are using the intended version

Note: Inactive Price Lists remain available for reference but are not used for new estimates.