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NameKindNew customerAdd-on offerRenewalAudienceNew leadsExisting customersRenewalsCommercialCustomer PicksOne optionAny optionsProgram Lines ShowSetting (both)Each roundThe totalRounds and totalGood for (days, blank = setting)Prepay Discount % (blank = setting)Monthly Installments (blank = setting)

Billing choices: Pay per Service Monthly Prepay Needs a signature Active

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 ArticleGot ItKeep Showing

OptionLine TypeProgramServiceCustomTextProgramPick a program…Bed & Gravel Weed ControlBiweekly MowingChristmas LightsEssential Lawn - 5 VisitFire Ant & Flea - 2 VisitLandscape MaintenanceLarge Patch Guard - 3 VisitMosquito Shield - MonthlyPond Clear - 3 VisitPremier Lawn - 9 VisitShrub & Bed Care - 6 VisitSignature Lawn - 7 VisitSoil Builder - 4 VisitWeekly MowingAreaDefault areaTurfLandscapePondSurfaceQuantityQty from sq ftFixed qtyAsk when buildingQtyPricePrice from catalogCore Aeration Flat RateMinimum Visit $49Custom PriceLabelCustomer NoteCrew Note

Starts Ticked for the CustomerRemove

Add Another

Recommended OptionNoneThe package the customer sees marked Recommended.

Wording (blank uses the Estimates settings)

IntroTermsEmail SubjectEmail (must contain [estimate_link])Approval Confirmation

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