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Claire GautreauxOwner

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DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo

Single Program + Add-ons (Example) 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
Lawn Plan Recommended$660.00$55.0071.9%$215.923.06
Add-on: Shrub & Bed Care - 6 Visit$286.53$23.882.62
Add-on: Mosquito Shield - Monthly$396.90$33.073.06
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.

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