Edit Template · Pelican Bend

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

One-Time Service Visit (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

OptionLine TypeServiceAreaQuantityQtyPriceCustom PriceLabelCustomer NoteCrew Note

Starts Ticked for the Customer Remove on Save

OptionLine TypeServiceAreaQuantityQtyPriceCustom PriceLabelCustomer NoteCrew Note

Starts Ticked for the Customer Remove on Save

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
Visit Recommended	$72.70 per visit	Per Service	63.9%	$166.49	0.44
Add-on: Bed cleanup & haul-off	$85.00	Per Service			0.00

Notes

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