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.

Select the Lists icon on the left-side navigation. Select Canned Services.

Select + New Canned Service to create a new canned service.

Fill out the New Canned Service information.

Any notes that you add here will be visible to the customer. We recommend using this space to describe the service and why you’re recommending it to your customer.

Create categories to organize your canned services to help you find them faster in the future.

Set this canned service as Recommended. These services are not included in the estimate total when sent to the customer. Recommended services allow your customers to choose whether they would like the service performed or not.

Toggle Lump Sum on to change the way the service is displayed on an estimate and invoice for your customer. 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 total of the line items will be displayed.

Add service details including:

Review service details and cost on the right-hand side of the New Canned Service Menu. Select Save to add the canned service to your shop.

If you’ve already built out a service in an estimate and decide you’d like to save it as a canned service, simply select the … ellipsis on the top, right of the service and select Save as Canned Service.

Once saved, you’ll be able to find and manage this canned service on your Canned Services Lists page.

To add a canned service to an estimate, select the Canned Services button from within the estimate.

From here, search to find the canned service and select + Add Service.

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!