Are you using: Dynamic Tags for your Estimates?

Kafui Mortty

First, we'd like to say congratulations to last weeks 5GB data winner. Out of the respondents to our questionnaire, we chose (randomly, we promise!) one lucky customer as this weeks winner. We will be running this questionnaire for one more week, so if you would also like the opportunity to win 5GB for yourself make sure to submit your response here.


This week, we'd like to pull your attention to one of our best developed but most underutilised features: Dynamic tags on estimates. When you're setting up estimate templates, most of you are likely already aware that we have dozens of 'tags' that you can use to make your estimates as specific and easy to manage as possible. These can be accessed quickly, simply by using the 'Use tagging' button, and constitute phrases that are auto-filled when an estimate is put together. These can be anything from a customer's name or address, to more job-specific details.

The dynamic tags that are available when setting up estimates are a little different...

In the screenshot above, you'll see both kinds of tags that you're able to insert. The highlighted one is our dynamic tag. This is achieved by using the 'fancy' brackets on your keyboard: {} to enclose the tag you'd like to incorporate. Once set up, you can enter whatever phrasing you like, that you can then manually amend on any actual estimates you're producing. This means you can use generic phrasing to set up a template which later lets you add in the specifics on individual estimates themselves.

In essence, {   } - the text written inside these brackets will be removed and then filled with a value once you're ready to fill in the 'Estimate body'. You will see a page (the window above) which will show you a list of any dynamic tags you've set up in your template. You can now fill in the relevant information according to the dynamic tags you have typed in. When you click 'Save' it will update the estimate's body to include this information.


Making use of the tagging in Commusoft can help tremendously when you're setting up your templates. The more detailed and specific you make the templates themselves, the easier it is to tailor them to specific jobs or customers once the final estimates are being created. Take some time to look over the customisation features for your templates to take full advantage!

You can check our website for any further updates and we look forward to hearing from you this year!

 

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