Tutorial 17 of 17 · 1:23
How to import your price list into Opervo
Tap your profile icon, then Business under Settings, and scroll down to Import from another app. Tap Open Import Hub, then Services & Pricing. Add your list as a photo, screenshot, PDF, Excel, CSV, Word or text file, up to five at a time, and tap Read. Opervo pulls out your services and prices, and nothing is saved until you check every row. A price range comes in at the lower number with Starting at turned on, and a service with no price is left out, so add those yourself afterward. Tap Add and your services are saved in My Services. They show on your public folio page right away, and you can hide any of them by opening it and turning off Folio page. Old .doc and Apple Pages files can't be read, so save those as a PDF or take a screenshot.
Voice-over and captions, so it works with or without sound. Watch on YouTube or see the full playlist.
In this video
Step by step
- Bring it over. Already have a price list? You don't have to retype it. Opervo reads it for you.
- Find it. In your profile, tap Business, then scroll down to Import from another app.
- Import Hub. Open the Import Hub, and tap Services and Pricing.
- Add your list. Add your list however you have it. A photo, a screenshot, a PDF, an Excel or Word file. Up to five at a time.
- Read it. Tap Read, and Opervo pulls out your services and prices.
- Check every row. Nothing is saved yet. Check every row. Fix a name, a price or a unit, and remove anything you don't want.
- Price ranges. A price range comes in at the lower number, with Starting at turned on, so customers see From.
- No price. A service with no price, like call for a quote, gets left out. Add those yourself afterward.
- Save. Tap Add, and your services are saved in My Services.
- Your public page. They show on your public folio page right away. To hide one, open it and turn off Folio page.
- Online booking. To take online bookings, set how long it takes, then turn on Booking page.
- Your clients. Your clients import the same way, from the same screen.