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How to create service kits

Service kits allow you to estimate the labor, material, equipment, other fees and all the aspects of a service simply by drawing on a map.

Updated over 3 weeks ago

What are service kits?

A service kit is a pre-packaged bundle of labor, material, equipment and fees that allows you to create an accurate proposal for your customer extremely easily. We recommend that you create service kits for your most frequently used services, such as sod installation, or a fall clean up, to save you time and ensure accuracy with every quote.

Video overview

Step by step instructions

  1. Navigate to the Favorites section

    • Go to “More”, then select “Favorites”

2. Tap on “Services” and tap the “+” to create one, or pull up an existing one

3. Input the base price → usually this is your labor rate or just the standard cost of your service before any add ons

4. If relevant, tap on “Add Materials” and add any materials you would use on this install. You can choose them from your favorites or create new ones from scratch.

5. Tap on “Add Charge”

6. Choose a Charge from your favorites, or create one from scratch.

7. Give the service a description → this will show up on your proposal.

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