Add a Package to an Estimate

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.

  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 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.

 

 

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