Creating Canned Services

Step 1

Starting from the ‘Getting Started’, navigate to sidebar menu, and click on the ‘Canned Job’

Step 2

A pop-up window displays all service packages (canned jobs), making it easy to select and add common services to your estimate in seconds.

Step 3

To create a new service package, click “Create Package” and complete the package details.

Step 4

When you finish entering the package information, click “Save & Activate Package” to enable it for estimates and work orders.

You can now easily add the package to an estimate.