Configure Estimate Templates in Price Book

Created by Binita Goswami, Modified on Fri, 21 Nov at 4:26 PM by Binita Goswami

Introduction

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.

Introduction

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02

Navigate to Price Book

Click the Price Book to access pricing features within Dreamzcmms.

Navigate to Price Book

03

Open Estimate Template

Click Estimate Template to manage your estimate templates.

Open Estimate Template

04

Add New Service Template

Click Add New Service Template to start creating a new service template.

Add New Service Template

05

Select Template Name Field

Click Template Name to specify the name of your new service template.

Select Template Name Field

06

Enter Template Name

Enter your template name as Preventive Schedule to identify the service type.

Enter Template Name

07

Select Option Name Field

Click Option Name to define the specific option for the service template.

Select Option Name Field

08

Enter Option Name

Enter your option name as Premium to indicate the service level.

Enter Option Name

09

Select Description Field

Click Description to add details describing the service template.

Select Description Field

10

Enter Description

Enter your description as Preventive Schedule to clarify the template purpose.

Enter Description

11

Click Search Button

Click Search to find related accounts or services to associate with the template.

Click Search Button

12

Enter Search Term

Enter your search term as deb to filter from the customer.

Enter Search Term

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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.

Click to Add Service

15

Enter Service Category

Enter your service category as cat to narrow down service options.

Enter Service Category

16

Click "CAT00005 Repairing Service

Select the service from the dropdown. You can also select any service from the service book also

Click "CAT00005 Repairing Service

17

Save Service Template

Click Save to store your new service template with all entered details.

Save Service Template

18

Open Service Template List

Click Service Template List to view all existing service templates.

Open Service Template List

19

Select Template from List

Click here to open the newly created service template for viewing.

Select Template from List

20

Close Template Window

Click × to close the service template window after completing viewing your template and return to the template listing

Close Template Window