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
1. Navigate to the Settings --> Favorites --> Services section
2. How to add services to your favorites
Click on the plus sign in the top right next to the word “Services”
3. Input the base price
Usually this is your labor rate or just the standard cost of your service before any add ons
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. Click on “Save”
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
