Master Packages are a collection of Services, typically offered to a client as a bundle, that are each scheduled based on a date range rather than a specific date. Master Packages are commonly used for things like fertilization jobs or pest control.
If you need a refresher as you’re building a Package, click the green question mark icon at the top of the Master Package Editor for a walk-through and explanation.
To create a new Master Package, follow these steps:
- Go to Settings > Master Packages.
- Click Add Package. This will take you to the Master Package Editor.
- Give your Package a Name and Description. The client will not see these fields.
- Select a Renewal Date. This is typically based on the calendar year. This is when the Package will expire and when you'll need to renew it.
The renewal process allows you to make changes to the Package before the next year of service.
Note: The renewal date you select should be after the end date of the last round and before the start date of the first round.
- Leave "Renew Products?" checked to keep products on your Package Job after the Master Package has been renewed.
- Make sure the "Active" checkbox is selected.
- Enter a Name for the first round of the Package. Clients will not see this field either.
- Select a Service.
- Enter a Start and End date for the date range of the round. This service will appear on the Waiting List for the date range you designate.
- The "Min. Days" field is used to set the number of days between when rounds are scheduled. This is typically used for chemical applications where a certain amount of time must pass before more chemicals can be applied.
- Enter the Default B. Hrs and Default Rate, if applicable. These are typically left blank and filled out at the Account level.
- Click the Note icon to leave Package Notes that will display on Route Sheets, or enter a custom Invoice Description. The Service uses the default Invoice Description but you may want to customize the description for Package services, particularly if chemicals are used.
- Click Add Service to add additional rounds to the Package.
- Click the blue arrow to copy information down into additional line items.
- Click Save Changes when finished.
If you scroll down, you will see a list of Clients assigned to this Package.