Interactive estimate templates allow you to quickly create estimates for your lawn care programs and services without choosing all of the options (prepay, discounts, optional programs & services, etc) each time you create an interactive estimate.
Creating Interactive Estimate Templates
To create a template, you will need to navigate to the "Interactive Estimates" page. At the top of the page, you will see a "+ New Interactive Estimate Template" button.
Then you will set up an estimate exactly as you would set up any new interactive estimate. Choose any options you want to include when using this template (Prepay options, discounts, estimate message, programs, services, etc). You will have one additional field to fill out, "Template Name", and will not be able to enter any properties or price overrides. Make sure to name the template something descriptive so you know what it is just by looking at the name.
When you have all of the options for your template set, you can click the "Create Template" button. This will save the template for later use.
Viewing and Editing Existing Templates
To view/edit your current interactive estimate templates, you can click on the "Interactive Estimate Templates" button at the top of the Interactive Estimates page. Here you will be able to do the following:
- View a list of all of your current estimate templates.
- Delete any templates you no longer need --> click the checkbox next to the template(s) you'd like to delete and click the "Delete" button at the top of the table.
- Edit current templates --> click the "Pencil" icon next to the template you'd like to edit. Then you can change anything in the template and save it. Any estimates created with this template moving forward will use the new template version.
Creating an Estimate from an Interactive Estimate Template
Now that you have your template(s) created, you can use them when creating an interactive estimate. Simply click the "+ New Interactive Estimate" button at the top of the page.
Before making any choices, click the "Create Interactive Estimate from Template" button at the top of the page. Then choose the template you'd like to apply to the new estimate.
Once this is done, you will create the estimate just like you normally would by choosing the property (or properties) and applying price overrides (if necessary). All of the templated information will be automatically filled for you. You can even make edits to the pre-filled information without changing the template itself.
Here is a video walking through the entire process:
Learn more about interactive estimates.