Add a Service to an Estimate

If you’ve already set up Services and Master Packages, follow these steps:

  1. On the New Estimate overlay, click the Add Item button below the list of existing line items.

  1. Click the Service or Package radio button.

  1. Select the service or package you want to add from the dropdown list.
  2. Click Apply.
Note: Services and Packages in the dropdown list are set up under Settings > Scheduling > Services and Settings > Scheduling > Master Packages.
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