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  4. Add a Package to an Estimate
  1. Home
  2. Knowledge Base
  3. Estimates
  4. Add a Package to an Estimate

Add a Package to an Estimate

 

To add a package of items/services to an estimate, click the “Finance” tab> Estimates.

Next click the green “+New Estimate“button.

Under the “Item or Service/Description” section click the yellow “Add Package” button

This will add all of the items included in the package as line items on the estimate

Updated on February 21, 2022

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