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Question

Populating Items in a Service Description box

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Hello!

  • We have set up a Service Item called “Plant Installation”, under/within which we list out all the required plant species and sizes (and then quantities & costs) as line items.  We would ALSO like those items to copy over to the SERVICE ITEM DESCRIPTION, so that all those plants show up individually on the printed proposal.

    Is there a way to do that using code or a token?  (E.g. we can type “ [PropertyName] “ or “ [OpportunityStartDate!] “ in the overall PROPOSAL description…

    Thanks in advance!

    Jake

    3 replies

    Kbaird
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    • Kbaird
    • Genius
    • April 15, 2025

    You can create an itemized estimate which would list out all items/kits under the service. Aspire has some templates, it’s also pretty easy to set up in web report designer. 

    Better today than yesterday, better tomorrow than today.
      Forum|alt.badge.img+3

      Thank you, I’ll look into that.  The “trick” is that we want items to show up ONLY for that planting Service, but not walls, paving, irrigation etc…

      Kbaird
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      • Kbaird
      • Genius
      • April 22, 2025

      100% can do this, it just requires knowing how to do the filters. I sent you a message. 

      Better today than yesterday, better tomorrow than today.
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