Knowledgebase

Single Service Discounts on Interactive Estimates Single Service Discounts allow you to apply a discount or promo code to a specific service within an inte...

Overview Interactive Estimates provide the flexibility to offer targeted discounts on individual services. This allows for more strategic pricing, such as ...

Note: This feature is only available for our Premium & Elite tier subscribers. If you use interactive estimates and want to automatically follow up ...

Overview By default, the system displays programs and services in the order they were added. You have the ability to reorder these items for each specific ...

This guide explains how to use custom tags to organize, track, and streamline upcoming service renewals for next season. Why Use Tags for Renewals? App...

This article explains how to automatically provide informational documents, consumer handbooks, or welcome guides to your customers the moment they approve ...

When sending out bulk estimates for a specific service, you may want to ensure customers who have already signed up for that service don't receive dupli...

When attempting to accept an estimate for a property, you may receive a error screen that says Estimate Not Created! and prevents the estimate from saving. ...

When customers view and accept an interactive estimate, any optional add-ons they decline (such as seasonal aeration and overseeding) are automatically omit...

Interactive estimate templates allow you to quickly create estimates for your lawn care programs and services without choosing all of the options (prepay, d...