Adding Default Crew to Services
Set up default crews to streamline your estimation process, automatically assigning the right team to each service during estimate creation
Selectable Shortcut Icons for Services, Products and Bundles
Use shortcut icons to quickly add Products, Services, or Bundles to an estimate without searching through lists.
Automatically Select Multiple Services and Products when Creating an Estimate
Add all services or products from a single category to an estimate at once, saving time and reducing errors.
Setting Up Services, Products and Bundles for Estimates
Learn how to create, edit, and organize services, products, and bundles for use in estimates, including assigning costs, crews, and favorites to streamline the estimation process.
Service Groups - from smarter estimates to clearer invoices
Build reusable service collections that stay fully editable, schedulable, and billable—giving you cleaner estimates, transparent invoices, and easier client communication.
Add-ons
Designed for better job planning, learn how to set and track consumables such fertilizers for your projects.