Configure Estimate Templates in Price Book
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.
Overview
The Estimate Templates feature in the Price Book allows you to pre-build reusable service configurations that can be quickly applied when creating estimates. You can define a template name, option name, description, associate it with a customer account, and add specific services from the service book or by category. Once saved, templates are available for selection across all estimates — saving time and ensuring consistency.
Here is a reference video:
Steps to Configure Estimate Templates in Price Book
Step 1 – Navigate to Price Book
Click on Price Book to access the pricing features within DreamzCMMS.
Step 2 – Open Estimate Template
Click Estimate Template to manage your estimate templates.
Step 3 – Add a New Service Template
Click Add New Service Template to start creating a new service template.
Step 4 – Enter the Template Name
Click the Template Name field and enter a name to identify the service type (e.g., Preventive Schedule).
Step 5 – Enter the Option Name
Click the Option Name field and enter a name to indicate the service level (e.g., Premium).
Step 6 – Enter a Description
Click the Description field and enter a description to clarify the template purpose (e.g., Preventive Schedule).
Step 7 – Search for and Select a Customer
Click the Search button, enter a search term to filter customers (e.g., deb), and then select the appropriate customer from the dropdown list (e.g., Davidson).
Step 8 – Add a Service to the Template
Click Add Service to include a service item in your estimate template. Enter a service category (e.g., cat) to narrow down available options, then select the desired service from the dropdown (e.g., CAT00005 Repairing Service). You can also select any service directly from the Service Book.
Step 9 – Save the Service Template
Click Save to store your new service template with all entered details.
Step 10 – View and Close the Template
Click Service Template List to view all existing service templates, then click on the newly created template to open it. Click × to close the service template window and return to the template listing.
Tips for Configuring Estimate Templates
- Use clear and specific Template Names (e.g., Preventive Schedule, HVAC Service) so team members can quickly identify the right template when building estimates.
- Define meaningful Option Names (e.g., Basic, Standard, Premium) within each template to reflect different tiers of service offering.
- Use the Description field to add context about the template so users understand its purpose without having to open and review each item individually.
- Linking a template to a customer account during setup helps associate the template with recurring service agreements or account-specific pricing.
- You can add services either by searching by category or browsing the Service Book — use whichever method gets you to the right service faster.
- Once saved, templates appear in the Service Template List and can be applied directly when building estimates, saving significant time on repeat jobs.
Frequently Asked Questions
How do I access the Estimate Templates section in DreamzFSM?
Navigate to Price Book from the main menu and click Estimate Template to view and manage all existing service templates.
Can I add multiple services to a single estimate template?
Yes. You can add as many services as needed to a template by clicking Add Service and selecting items by category or from the Service Book each time.
What is the Option Name field used for in an estimate template?
The Option Name defines the service level or tier within the template (e.g., Premium, Standard, Basic). This helps differentiate options when the template is applied to an estimate with multiple option sheets.
Can I associate an estimate template with a specific customer?
Yes. During template creation, use the Search field to find and select a customer account to associate the template with. This is useful for recurring service agreements or customer-specific pricing configurations.
Where can I view all saved estimate templates?
Click the Service Template List button after saving to see all existing templates. You can click on any template in the list to review its details and close the window when done.
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