Edit Template · Pelican Bend

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

Commercial Turf & Beds (Example) All changes saved

NameKindAudienceCustomer PicksProgram Lines ShowGood for (days, blank = setting)Prepay Discount % (blank = setting)Monthly Installments (blank = setting)

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: Click Add Another for each line.
Give lines the same Option name to make a package, or leave it blank for an add-on.
Click Save.

Help Article

Recommended OptionThe package the customer sees marked Recommended.

Wording (blank uses the Estimates settings)

IntroTermsEmail SubjectEmail (must contain [estimate_link])Approval Confirmation

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: Pick a property, or use preview sizes.
Check the prices and margin.
Change the template and look again.

Help Article

Option	Season	Monthly	Margin	$/hr	Hours
Site Care Recommended	$1,300.63	$108.39	62.2%	$159.71	8.14
Add-on: Large Patch spot treatment (2 visits)	$145.40	Per Service			0.87
Add-on: Retention pond treatment	$150.00	Per Service			0.37

This property has no sq ft for Aquatic.

Notes

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