I'm on a QuickBooks Pro demo and had a question about customizing the estimate template. I currently have to create estimates manually because I've not found a way to digitize the first portion of our estimate process.
For my line of service work, the first part of the estimate is really just picking and choosing before getting down to the more traditional item/quantity section. For instance, our first charge is from selecting the package type, let's say small is $200 and medium is $500 and so on. There are some add-on options, let's say "upgrade 1" for +$50 or "upgrade 2" for +$75. Lastly, there are a few universal options that do not have costs associated with it, let's say "installation date range" or "product color"
All that to say, is there anyway to create a template that has checkboxes, some of which contain money values, which when selected are then added into the overall total of the estimate?