Add a Package to an Estimate

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.

Note: Clients cannot select individual rounds of the Package on the View My Proposal page. They can only select the entire package.

To add a Package to an Estimate, follow these steps: 

  1. Navigate to the Estimate overlay.
  2. Click Add Item.
  3. In the Add Item dialog, click the Package radio button.

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  4. Select a Package from the dropdown list.
  5. Click Apply.
  6. Choose whether the rounds for this package will appear on the estimate.

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  • 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.
Note: You can set the Package print settings as the default option under Settings > Estimate Settings.

 

 

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