A Package is a series of jobs performed for a client over an extended period. It's also scheduled as rounds. Packages are created on a company level, then assigned to various clients.
To add a Package to an Estimate, follow these steps:
- 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 top check box so the Package round line items appear on the estimate.
- Deselect the check box for only the top round to appear.