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Adding services to your favorites (mobile app)

How to save services like mowing, spring or fall clean ups, chemicals and more to your favorites

Updated this week

1. What are favorites?

  • Favorites is a database that contains your frequently used items including:

    • Services: your production rates for maintenance services

    • Materials: your units, prices, margins and pricing sheets

    • Proposals: your default text, contracts, images in here

2. How to add services to your favorites

  • Tap on “More” in the bottom right of your app

  • Select “Favorites”, then “Services”

3. Tap the plus sign in the top right next to the word “Services”

4. Enter the service name, price and unit for pricing

  • Optional: You can also set a recurring schedule

5. (Optional) you can add a material to your service

  • Example: if you mulch as part of a spring cleanup, you can add a material to the service

💡Note: you can add the material later when you use the service in a proposal or estimate

6. Tap “Add material”

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