Favorites
Store your production rates, materials and proposal docs in your favorites section
23 articles
- Adding services to your favorites (mobile app)How to save services like mowing, spring or fall clean ups, chemicals and more to your favorites
- Adding materials to your favorites (mobile app)Save commonly used materials like mulch, plants, pavers, gravel, or concrete so you can reuse them quickly in proposals.
- How to create snippets in your proposal (mobile app)Snippets are segments of text or images that you save in your favorites. They are an easy way to create a beautiful, winning proposal.
- How to save service descriptions (mobile app)Service descriptions provide details of what services you will perform for your client. They appear on your proposal and your invoices.
- How to set your production rates (mobile app)A production rate calculates how many hours it will take you to perform the work that you are estimating.
- Personalizing proposals with smart tags (mobile app)A smart tag allows you to customize a proposal by inserting a text placeholder, that will be filled with information from your CRM.
- Service charges (mobile app)Charges are a place to store your costs for equipment rental, delivery fees and other items that are not labor or materials.
- How to create service kits (mobile app)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.
- How to set a minimum price (mobile app)You can set a minimum price on all of your services. The customer will be charged the greater of the calculated price for your services, or the minimum price that…
- How to round a price (mobile app)You can round a price on all of your services, allowing you to charge customers a rounded total ($1, $5, $10, or $100) instead of the exact calculated price.
- How to round a price for a service (desktop web app)You can round a price on all of your services, allowing you to charge customers a rounded total ($1, $5, $10, or $100) instead of the exact calculated price.
- How to set a minimum price (desktop web app)You can set a minimum price on all of your services. The customer will be charged the greater of the calculated price for your services, or the minimum price that…
- How to create service kits in the (desktop web app)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.
- How to set your production rates (desktop web app)A production rate calculates how many hours it will take you to perform the work that you are estimating.
- Personalizing proposals with smart tags (desktop web app)A smart tag allows you to customize a proposal by inserting a text placeholder, that will be filled with information from your CRM.
- Adding charges to your favorites (desktop web app)Charges are a place to store your costs for equipment rental, delivery fees and other items that are not labor or materials.
- How to create snippets in your proposal (web app)Snippets are segments of text or images that you save in your favorites. They are an easy way to create a beautiful, winning proposal.
- Adding materials to your favorites (desktop web app)How to save materials to your favorites database. Common materials include mulch, plants, pavers, gravel, concrete and more.
- Adding services to your favorites (desktop web app)How to save services like mowing, spring or fall clean ups, chemicals and more to your favorites
- Create Reusable Installs in FavoritesCreate reusable install templates for proposals by saving installs with materials, charges, labor pricing, and other options in Favorites.
- How to Create Service Pricing Tiers in FavoritesService pricing tiers let you save multiple price options under one service.
- Starring your favorite items for quick reuse (desktop web app)How to star the installs, services, materials, and charges you use most, so they're front and center every time you build a proposal or invoice.
- Starring your favorite items for quick reuse (mobile app)How to star the installs, services, materials, and charges you use most, so they're front and center every time you build a proposal or invoice.