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Adding services to your favorites

How to save services like mowing, spring or fall clean ups, chemicals and more to your favorites

Updated over 3 weeks ago

1. What are favorites?

  • Favorites is a database that contains your frequently used items including:

    • Services: your production rates for maintenance services

    • Materials: your units, prices, margins and pricing sheets

    • Proposals: your default text, contracts, images in here

2. How to add services to your favorites

  • Tap on “More” in the bottom right of your app

  • Select “Favorites”, then “Services”

3. Tap the plus sign in the top right next to the word “Services”

4. Enter the service name, price and unit for pricing

  • Optional: You can also set a recurring schedule

5. (Optional) you can add a material to your service

  • Example: if you mulch as part of a spring cleanup, you can add a material to the service

💡Note: you can add the material later when you use the service in a proposal or estimate

6. Tap “Add material”

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