Pattern Packages is a term that refers to a pattern or template of information that you can set up to make adding packages and jobs to customer accounts faster and more accurate. It can also simply refer to a template of information for Packages.

An example use of pattern packages could be creating a basic package that includes a mowing, mulching and bush trimming job. This package is named 'Basic' and will be added to each new customer.

To create this Pattern Package, go to the Patterns tab and click on Pattern Packages. Click 'Add' to create a new package or 'Edit' to edit an already existing package.

Enter the title for the package, then select the status and 'Charge By' options. In regards to the 'Charge By' options, if you choose Charge By Job Info, this will simply mean the job charge will be based on the charge settings within the individual jobs profile. The 'Installment' option means that the package will be set up as a 'contract' package that generates installment charges. For more information on Setting up Installments, click on the following link: Adding Jobs and Installments To Customers In CLIPitc

Once you've entered those details, click on 'Add Jobs'. A pop up will appear allowing you to select the pattern jobs you want to add to this package. Check the box to the left of the jobs for the ones that you want to select, then click Save. Once saved, the jobs will leave the list and a prompt displaying 'Job Added' will appear in the top right corner of the pop up box. Click the 'X' in the right of the pop up to exit back to the main editing screen.
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After returning to the main editing page, you'll see the jobs added to the package including other details like their crew assignment, job charge and material cost. This data is retrieved from the pattern jobs.

Now that the package has been successfully created, It can now be added to any customer. To add this package to a customers account, click on the 'Customers' tab. Search for the customer and double click on their name to open their profile and navigate to the Properties section of the customers account. Click 'Add' to add the package.

Check the box for the package you want to add. You'll be prompted by the program with a message alerting you that any non-installment packages with 0 jobs will be removed. This means that empty packages will be removed unless its a contract package. If you attempt to add a package without jobs, it will not process. You'll need to add jobs to the package. Click OK to proceed and the package will be added to the customers account.

Thats it! Now you can edit the jobs from the package and tailor it to the customer needs.

If you have any questions please visit our Help Center or log into chat at the bottom of the page at CLIPitc.com, we'll be more than happy to answer any questions you may have.