Why is it important?
Packages let you group the products and adders commonly used for a home improvement job into one setup. This makes it easier to organize your offerings and quickly use the right products and adders when creating proposals.
What will you need?
Access to Manage Database.
Access to the Home Improvement database.
The products and adders you want to include in the package.
A name for the package.
Step by Step Instructions
Step 1: From the main menu, click “Manage Database” and select “Database” from the dropdown.
Step 2: Click “Home Improvement” and select “Packages” from the drop down.
Step 3: Click “Add”.
Step 4: Set a name for the package, select products and adders from the dropdown and click “Save”.
Real Life Scenario
A contractor regularly sells a home improvement package that includes specific products and adders. Instead of selecting each item individually every time, they can create a package with all the required items. The team can then use the package when working with home improvement jobs.
Pro Tip
Choose a clear and descriptive package name that makes it easy for your team to identify its contents. Before saving, review the selected products and adders to make sure the package includes everything needed.
Troubleshooting
The Home Improvement option is not available:
Make sure you have access to the Manage Database section and that Home Improvement is available for your organization.
A product or adder is missing from the dropdown:
Check that the product or adder has already been added to the database and is available for selection.
The package is not saved:
Make sure you have entered a package name and selected the required products and adders before clicking Save.