Favorites
Store your production rates, materials and proposal docs in your favorites section
19 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)How to save materials to your favorites database. Common materials include mulch, plants, pavers, gravel, concrete and more.
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 (desktop 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