What is a Category?

  • The Category is found on the Account Screen when you open a Default Services item (click on the Pencil)
  • The Categoryorganizes the spreadsheet output based on the Services used for the estimate.
  • The Default Services are applied to Smart Groups and the Categories arrange the groups under the Category heading in the spreadsheet:
    • Maintenance Service
    • Snow Service
    • Spring Service
    • Other

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