LMN gives you the option to build an estimate that gives your clients different options of services to choose from.
How to build an estimate with Options:
- Login to LMN and click on Estimates, choose standard
- Click on + New in the top right corner to add a new estimate
- Click on Workareas + Pricing tab at the top of the estimate
- Click on + Add Workarea - create a work area for the first option. Example below for a patio:
Next, click on the green arrow button beside the close button and copy work area.
This will copy the workarea that you just created - now we can alter pricing to create option #2. Copy multiple times if you have more options.
You can show your customer all three options via a customer proposal printout. OR if you only want to show them one option at a time you can do that also.
To show one option at a time click on the hold checkbox on the workarea that you don't want to show your customer. Then click print - the proposal will generate without including that workarea.