What is a Canned Service?
Canned services are a powerful time-saver, as they provide templates for frequently added service items. These saved templates are a grouping of parts, labor, and other line items. Canned Services can be added to estimates as-is or easily modified as needed, serving as an efficient way to add commonly-used services quickly and easily to estimates.
Creating Canned Services
To create a canned service, go to your Lists page and then Canned Services. From here, you can see any canned services you have already created. Click New Canned Service to start building one.
Give the Canned Service a title that is easily recognizable by others in your shop, and add any notes.
Categories let you organize the Canned Services. You can use these categories to organize Canned Services, and you can also see reports on Canned Service sales grouped by Categories.
Next, set if the Canned Service will be a Recommended Service. Recommended Services let your customer choose whether they would like the service performed. They will not be added to the estimate by default, but a customer can authorize the service and have it added to the estimate.
A service can also be set to Recommended from an order. For more information on Authorizations and Recommended Services, check out our help article.
You can also set if the Canned Service will show as a Lump Sum. When the Lump Sum toggle is turned on, your customer will only see the service’s total amount. Individual line items like labor, parts, tires, subcontracts, and fees will be hidden, and only the grand total of the line items will be displayed.
You can also set a service to display Lump Sum from the order. For more information about creating services on an order check out our help article.
Tip: To show your customer more details for a Lump Sum service, add notes. By using the notes on the Canned Service the customer will see all of the notes you’ve added without seeing the line item totals.
Building a Service
Build out your Canned Service by adding the necessary line items, including labor, parts, tires, subcontracts, and fees. Making any changes to the line item details including price, quantity, notes, item toggles, and more will be saved and added anytime the Canned Service is added to an order. For more information on Parts, Tires, Subcontracts, and fees check out our help article. When you’re done, click Save & Close.
On an Estimate
To create a canned service on an Estimate, simply build out a service (or use Labor and Parts Lookup), and then once completed, click the ellipsis button and click Save as Canned Service. This will save the service as a canned service for future use. For more information on services, check out our help article.
Adding Canned Services to an estimate
To add a canned service to an estimate, click anywhere on the Search all services bar from within the Services tab on an estimate. From there, start typing the name of the service in the Search bar to quickly find and add it to your estimate.
Note: Canned services are always available to search and create, even if you are not using labor lookup or have not yet specified a vehicle.
Managing Canned Services
To manage your canned services, navigate to Lists > Canned Services:
This page allows you to search and view all of your services, create and edit categories, as well as create, edit, and delete services. Clicking on a canned service will bring you to the Edit Canned Service page, where in addition to modifying the canned service, you can add categories to assist in filtering and locating the service:
Reporting on your Canned Services
One of the benefits of utilizing canned services on estimates is being able to report on them. Go to Reports > Canned Service Summary to see a list of all canned services sold in the selected time range. This summary highlights the number sold so you can see your most popular services and packages, and also the total profit so you can understand which are the most profitable services. Click into the name of a service to drill down and see the related details for each time the package was sold.
Still have questions? Feel free to reach out to us through the Chat Icon in the bottom right corner of your screen. Thanks for reading!