How to Add Proposal Templates in ServiceMinder

 

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1. Click on Control Panel

2. Click on Parts/Add-Ons

3. Click on Templates

4. Click on Add...

5. Give the template a name

6. Select the appropriate service

7. If you enter notes here, they will show up on every proposal that uses this template.

8. Add in the individual line items

9. Click on Insulation Removal and Disposal

10. You can reorder the lines by clicking the highlighted area and dragging

11. Click on Save