Favorites is where you save the items you use again and again: services, materials, charges, installs, equipment and proposal content. Save a service once with its price, and you can add it to any estimate in a few taps.
Open your services
Tap More in the bottom bar, then Favorites.
Tap Services.
Add a service
Tap + next to Services.
Enter the service Name and its Price, then choose how it's priced, such as per sq. foot, per hour or a flat price. Use Tiered pricing to offer several price options, such as Basic, Standard and Premium.
To make it a recurring service, turn on Recurring service and choose how often, for example Weekly or Yearly. You can also add a description and Adjustments, such as a minimum price or rounding. Then tap Save.
Add a material or charge (optional)
If the service always includes a material, for example mulch in a spring cleanup, tap Material under Additional components and choose its type, such as Plant, Area or Volume. Tap Charge to add a fee such as a disposal charge.
đĄ You can also add materials later, when you use the service in an estimate.
Please contact [email protected] if you need help or have questions.