FlexJob, as the name implies, offers a lot of flexibility, which might lead to some confusion as to how to make the best use of it.

So to get a better understanding of FlexJob, we think it can save you time if you review these 5 Key Concepts:

Let's have a closer look at these concepts:

Any admin can create, edit, publish a FlexJob for a large variety of categories.

Once a job is published, the team can include or recommend it as many times they needed inside a consultation.

Start with a simple set of FlexJobs. You can use the preloaded catalog for inspiration, and get a feel for creating test FlexJobs.

Then, once you are comfortable with the capabilities you can use the Clone feature to simply copy your FlexJob and tweak the new version.

Unlike accessories or equipment, a FlexJob is a container of items. Not only can a FlexJob contain multiple live, custom equipment, accessories, and installation items, it also has ample area for the job description, multiple images, notes, and several pricing elements.

This lets you create FlexJobs that accurately reflect the details of the job, and that wraps multiple priced items under one brand message.

There are multiple benefits of adopting FlexJobs, but probably one of the most popular benefits is that it can templatize your sales approach.

It might be tempting to create a new FlexJob in the office for every situation that presents itself, especially given how easy it is to clone FlexJobs.

But be careful before you clone too many jobs. We'd recommend building "base" FlexJobs, and then leveraging the customization feature in the sales app to customize the job on the fly.

Customization supports everything from products, items, special notes to the additional material and labor costs.

As we mentioned earlier, a FlexJob is really a container, and one of the key elements it contains can be a product.

A great feature of a FlexJob is that you can add a connected product from our partner suppliers, include one or more inside the FlexJob, and then take advantage of the automated cost and product information updates.

This can take away the headaches of keeping your products in sync. And if your cost on the connected products changes, your FlexJob will automatically recalculate to reflect your target margins.

We've built FlexJob with more granular controls to fine-tune pricing strategy.

For example, a way to price accessories and installation items with labor, material, and (products only) tax in mind.

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