Shortcut icons provide a quick way to add products/bundles/services without the need to find them in the lists of products/bundles/services.

To add a shortcut icon to a new service, please navigate to the “Estimates Services” sub-module in the “Estimates” module and click on the “New Service” icon in the top right corner.



In the “Create Service” window, tick the box “Is Favorite”. After you mark it as “Is Favorite”, shortcut icons will open.



You can choose one of the offered icons with a picture or you can choose an icon containing the first letters of the service (if the service name consists of one word) or the first initials of the first 2 words (if the service name consists of two or more words).

You can also add shortcut icons to an already existing service. To add a shortcut icon to an already existing service, please click on the “Pencil” icon and carry out the same actions presented above.

If you want to add a shortcut icon to a new or already existing product, please navigate to the “Estimates Products” sub-module in “Estimates” module and carry out the same actions presented above.
If you want to add a shortcut icon to a new or already existing bundle, please navigate to the “Estimates Bundles” sub-module in “Estimates” module and carry out the same actions presented above as well.

On the “Create an Estimate”/ “Edit an Estimate” page, you will find the added shortcut icons.



If the icons do not fit in one row, a horizontal scroll will appear.
If you click on the icon, the product/service/bundle it represents will be added to the estimate.

NOTE: The background colors of the icons correspond to:
Service - Orange
Product - Green
Bundle - Blue
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