Multi-Option Estimation Template

The Multi-option Estimation Template can be configured to edit the format of the multi-option (Good – Better – Best) estimations that are sent to your customers. Here’s a quick rundown on how to view and edit this template within the ServiceWorks software

To begin, click the cogwheel icon on the toolbar to open the Configuration tab and navigate to Configuration → Estimation Settings → Multioption Estimation Template

Inside the template body for the multi- option estimate, you can utilize dynamic data text to customize the current format of your multi-option estimates. You can use the toolbar to access various formatting options, as well as use the legend on the right-hand side to view the dynamic text that is available for this template

To view the various preset multi-option estimation templates available, click the Select a Template link

To preview your current template configuration, type the estimate number in to the field next to the Preview button and click the button to view a draft of what your customers will see

Within the Page Setting section, you can enable or disable certain criteria from appearing on your estimate whenever specific dynamic data texts are used.

The first group of configuration pertains to the {Estimations} tags, which relates to any information or products added to the estimates

The next group of toggles is for the subtotal section of the estimate, allowing for charges for items to be displayed or hidden

And the last group is for how your line items will display on your multi-option estimates

The last panel of this menu is the Styles section, where you can edit the font size and colors of the font, header, and approval button on your created multi-option estimates

Once finished with your changes, be sure to click Save before continuing.

Need More Assistance?
Contact us:
Use the chat bubble on our site here
Phone: 636-220-4363 Ext #1


Leave a Reply