The estimate creation and approval process just got easier. Introducing Estimate Templates a new tool that will help you move through the estimate creation, review, and approval process more efficiently and accurately.
Treatment Sheet Examples
Product Groups can be ordered on the Treatment Sheet to easily build a detailed workup in just a few clicks. We also recommend using a common label when creating these so they’re easy to search for OP, ER, IP prefixes.
Orders within a Product Group can be active by default with specific frequencies and start times if needed.
Pro Tip: Visit our Admin Guide for more information on creating Product Groups, and view Common OP/IP Product Groups here.