Whether you want to offer additional services (Duct cleaning, Plumbing...etc) or you want to showcase your awards and introduce your sales team, custom accessories give you the ability to create and display customized items that help your proposals stand out.
Steps to create Custom Accessories:
In the Office, click on Accessories in the left side menu.
2. Click on the Add Accessory button. Then, select Custom from the drop-down menu.
3. Enter the Product Name, model number (optional), Labor hours (optional), material cost (optional), product cost. To learn more about how to configure pricing for accessories, click here. Finally, add a description and upload an Image for the accessory. This can be as easy as copying and pasting from the source that contains the product information, such as a document, pdf, or website describing the product or service. Just make sure you are using approved product information before using it!
4. Next select the System Types you would like the Accessory to be made available for, as well as the Category where the Accessory will live. Then click Save.
Check out our examples below:
Offer your service or maintenance plans:
Showcase your awards:
Offer additional services your company may perform:
Make the proposals more personal by adding yourself and your team:
If you have any questions or need any assistance on creating images, please reach out to our customer success using the chatbox inside the application.