Pre-builds save time when you are doing a lot of the same work such as air-conditioner or solar installs. You build up a kit of products, labour and other items which can then be added or imported into any task.
Steps:
- You can setup a pre-build by selecting Lines, Pre-build, create pre-builds
- Give the pre-build a title.
- Put in an optional description if you want this to be automatically be added to the description field of a quote job or invoice
- Add products, labour and other items
- The pre-build is now complete and ready to be added or imported to a task.