This tutorial guides you through creating and configuring an estimate template within the Price Book feature of Dreamzcmms. You will learn how to add service templates, enter necessary details, and save your configurations for efficient estimating.
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02
Navigate to Price Book
Click the Price Book to access pricing features within Dreamzcmms.
03
Open Estimate Template
Click Estimate Template to manage your estimate templates.
04
Add New Service Template
Click Add New Service Template to start creating a new service template.
05
Select Template Name Field
Click Template Name to specify the name of your new service template.
06
Enter Template Name
Enter your template name as Preventive Schedule to identify the service type.
07
Select Option Name Field
Click Option Name to define the specific option for the service template.
08
Enter Option Name
Enter your option name as Premium to indicate the service level.
09
Select Description Field
Click Description to add details describing the service template.
10
Enter Description
Enter your description as Preventive Schedule to clarify the template purpose.
11
Click Search Button
Click Search to find related accounts or services to associate with the template.
12
Enter Search Term
Enter your search term as deb to filter from the customer.
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13
Select the user from the dropdown
After searching from users select Davidson from the list
14
Click to Add Service
Click here to add a service item to your estimate template.
15
Enter Service Category
Enter your service category as cat to narrow down service options.
16
Click "CAT00005 Repairing Service
Select the service from the dropdown. You can also select any service from the service book also
17
Save Service Template
Click Save to store your new service template with all entered details.
18
Open Service Template List
Click Service Template List to view all existing service templates.
19
Select Template from List
Click here to open the newly created service template for viewing.
20
Close Template Window
Click × to close the service template window after completing viewing your template and return to the template listing
