Edit Template

4
Claire GautreauxOwner

Top Tasks

Send estimate for bed weed controlSend estimate for bed weed controlFollow up on large patch
Clocked in 9h 12mToday: 5 stops

Talk

MessagesEmailsMy Notes

Work

Tasks4My DayMy Timesheet59.3h

Me

Time OffMy PayMy FilesMy EarningsDocuments
My Settings
Help
Help CenterSupport ChatAnnouncementsFeature Requests
Sign Out
Log Out
Switch
OfficeCustomer
Edit Template
Dashboard Base Board Waiting Services Upcoming Services This Month on Base Routing Today's Teams Tickets Waiting on Parts Done Tickets Route Tasks Quick Calc Notepad Customers Properties Quote Requests Tags Soil Tests Programs Services Products Equipment Treatment Guide Estimates Estimate Pipeline Estimate Templates Add-on Offers Renewals Estimate Reports Stages & Reasons Invoices Card Payments Statements Deposits Price Rules Price Changes Import Prices Vendors Expenses Bills Checks Purchase Orders Mileage Timesheets Time Off Pay Runs Commission 1099s Sales Tax Texting Bill Aging Revenue by Service P&L Cash Flow Budgets Ledger Money Log Reports Scorecard Employees Roles & Permissions Shop Wall Clock My Earnings Emails Messages Automations Text Assistant Send Safety Website Reviews Customer Survey Lead Sources Service Status Change Log Integrations
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo

Fall Core Aeration All changes saved

Billing choices:

Lines

Lines with the same Option name form one package to pick from; a blank Option makes an add-on they can tick.MoreLess
What It Does
Starts Ticked means the add-on is already ticked when the customer opens the estimate. Recommended Option, below the lines, gets a Recommended badge.
What It Changes
Prices come from the catalog and each property's square feet; a price rule covers flat rates and minimums.
How to Use
  1. Click Add Another for each line.
  2. Give lines the same Option name to make a package, or leave it blank for an add-on.
  3. Click Save.
Help Article
Wording (blank uses the Estimates settings)

Preview

What this template would price for a property, before you use it.MoreLess
What It Does
Shows each option's season and monthly price, margin and hours.
What It Changes
Nothing is saved; it only shows the math.
How to Use
  1. Pick a property, or use preview sizes.
  2. Check the prices and margin.
  3. Change the template and look again.
Help Article

Rebecca Wright - Home · 5,500 sq ft turf

OptionSeasonMonthlyMargin$/hrHours
Add-on: Core Aeration$65.00Per Service0.50
Notes

Notes, voice notes and sketches attached here show on this row.

Quick Calc

Type a rate, mix or unit question, or tap an example.

Notepad