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When creating quotes or invoices for large jobs, clearly breaking them down helps clients understand their costs. Using ServiceMate, you can insert section names between line items for clarity, especially for jobs spanning multiple rooms or involving various services. This method streamlines your quoting process and matches your job scoping style. To add sections, you can insert a new item with the section name in the name field, leaving the code blank and setting the quantity, cost, and price to zero. You can add sections throughout the process or at the end, simply dragging and dropping them into place. Remember to use a template that itemizes your materials and services, as section names will be displayed in the final document.
