A Package is a series of jobs performed for a client over an extended period and scheduled as rounds. Packages are created on a company level and then assigned to various clients.
Note that clients cannot select individual rounds of the Package on View My Proposal. They can only select the entire package.
- Navigate to the Estimate overlay.
- Click Add Item.
- In the Add Item dialog, click the Package radio button.
- Select a Package from the dropdown list.
- Click Apply.
- Choose whether the rounds for this package will appear on the estimate.
- Select the check box for the package round line items to appear on the estimate.
- Deselect the check box for only the top round to appear.
Note: You can set the Package print settings as default options in Settings > Estimate Settings.