Add Items to the Service on the Maintenance Estimate

1.   Click on Sales.

2.   Select Maintenance Estimates.

3.   Select an Estimate or Create a New Maintenance Estimate.

4.   Go to Services Tab.

5.   Add a service if there is not one already in the Estimate. 

6.   Click on Arrow or Name of Service to Expand it Or click Expand All.

7.   Click on +Add Items.

8.   After the Add Items to Service dialog box appears, click on the appropriate Item you'd like to add to the "Shopping Cart".

9.   Click Add Items to add the Items in the "Shopping Cart" to the Service or Cancel to discard the additions.

You can view further details in the Services Section under Add a Kit to a Service, Add Equipment to a Service, Add Materials to a Service, Add Plants to a Service, Add Labor to a Service, Add Subs to a Service, or Add Misc. Items to a Service.