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1.0 - Add additional services to an estimate
1.0 - Add additional services to an estimate

How to add additional services / accessorial charges to an estimate

Ren Jones avatar
Written by Ren Jones
Updated over a week ago

You can add additional services such as washer/dryer connection fees, vehicle towing, overnight storage, crating fees, etc. to any estimate.

To view, add, or edit services on your services list, navigate to Settings -> Estimate Lists -> Additional Services.

Note: If you have multiple jobs on the opportunity, whichever job is selected in the Jobs panel is the job that will have the services added to its estimate.

Adding services to an estimate

First, ensure the correct job is selected in the jobs panel (if you have multiple jobs on the opportunity).

Next, click Additional Services in the estimate panel.

Then, click the Add icon next to any service that you need to add.

Next, edit the quantity or other variables on the service as needed. Items highlighted

Note: You may be unable to edit certain options (like price) if the settings do not allow editing.

Removing an item

If you need to remove a service, click the "three dots" menu and select Remove Service, or click Clear All to remove all services.

Then, once you’ve added all the necessary services, click Save.

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