Add a Service to an Estimate

If you’ve already set up Services and Master Packages, follow these steps on the New Estimate overlay:

  1. Click the Add Item button below the list of existing line items.

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  1. Click the Service or Package radio button.

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  1. Select the service or package from the dropdown list.
  2. Click Apply.

Note: Services and Packages in the dropdown list are set up in Settings > Scheduling > Services and Settings > Scheduling > Master Packages.

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