Steps for creating a regular service with Estimates, Products, Materials, and Promotions.
Note: Learn more about 'How To Create A Quote'.
![Click on Services…](https://images.tango.us/workflows/ea798eaf-7906-4050-9c08-3c6614a1586e/steps/b0a2cf31-26d4-4cfd-a297-b33573fdf388/0860cdf6-e844-4aff-a8b9-6142c27ccfd3.png?mark-x=5&mark-y=370&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMTcmaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
2. Under 'Regular Services', Click on 'Add' icon from the top right.
![Click on basic:icon-ico-add](https://images.tango.us/workflows/ea798eaf-7906-4050-9c08-3c6614a1586e/steps/88b251df-df51-486a-a6c0-9ed72b2b0c23/cf5adb80-15b4-49ed-a750-fff153c68f11.png?mark-x=1310&mark-y=15&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz00MyZoPTQzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
3. Enter the service details like, service type, dates, address etc.
![Click on Service Details…](https://images.tango.us/workflows/ea798eaf-7906-4050-9c08-3c6614a1586e/steps/6458c8c6-a369-4158-b6bb-4036fac813b5/b5d463db-5ddd-4902-8624-98e479de42fa.png?mark-x=5&mark-y=68&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xNDE4Jmg9Nzg1JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
4. Go inside the service.
![Click on Enter](https://images.tango.us/workflows/ea798eaf-7906-4050-9c08-3c6614a1586e/steps/ae3c10b6-ce4f-4dba-a217-447de568348b/4f8034e0-65fa-4766-baf2-2792b779181c.png?mark-x=1332&mark-y=234&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz00MiZoPTMyJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
![Click on Estimate](https://images.tango.us/workflows/ea798eaf-7906-4050-9c08-3c6614a1586e/steps/de3cd6d2-d5d2-44a6-8699-8a5424a49b7e/3f41fb8f-7d69-4561-99bc-238375b4acf2.png?mark-x=5&mark-y=444&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xOTYmaD00NyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
![Click on basic:icon-ico-edit](https://images.tango.us/workflows/ea798eaf-7906-4050-9c08-3c6614a1586e/steps/d520169b-7698-47b3-b660-37d12e5c229c/b7cfe3e4-c097-4a0d-a77c-93903dddf40b.png?mark-x=1310&mark-y=15&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz00MyZoPTQzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
6. Select the estimate type which you want to insert into the service. In this example we will select 'Resource'.
![Click on set-a:icon-ico-add-plus](https://images.tango.us/workflows/ea798eaf-7906-4050-9c08-3c6614a1586e/steps/aa65472f-b788-4c0d-9205-1f478a2dafc9/719378c6-52b8-4cc2-beec-95bd30bb4913.png?mark-x=44&mark-y=151&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zNiZoPTM2JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
7. Select the rate type, resource type, quantity and pricing and click on 'Done'.
![Click on select-resources](https://images.tango.us/workflows/ea798eaf-7906-4050-9c08-3c6614a1586e/steps/9a4f09cb-15b9-4f5a-b0b6-2f45b4c69049/d9d5299c-dcc6-4817-9688-d6c7bfeb509e.png?mark-x=343&mark-y=132&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz03NDAmaD02NTkmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
![Click on Product](https://images.tango.us/workflows/ea798eaf-7906-4050-9c08-3c6614a1586e/steps/35ed5e52-9d41-49cc-8381-34d70b42f165/8c1b530f-f887-4798-8ff6-602eca9e679d.png?mark-x=5&mark-y=483&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xOTYmaD00NyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
![Click on Add Products](https://images.tango.us/workflows/ea798eaf-7906-4050-9c08-3c6614a1586e/steps/fe609f45-da0c-4b55-8f60-0b77b8b332c2/24fee3e7-d2c9-46d1-96f5-869ac8545d9e.png?mark-x=1204&mark-y=15&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xNDUmaD00MyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
9. Select the product catalog from the list.
![Click on Allworx…](https://images.tango.us/workflows/ea798eaf-7906-4050-9c08-3c6614a1586e/steps/12309b93-1429-43eb-a9af-99c0bf72ae93/5b2a462d-2485-4a09-82a0-cea9b7b5f899.png?mark-x=5&mark-y=143&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xNDE4Jmg9NjY2JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
10. Click on 'Quick Add' and then click on 'Add to Cart'.
![Click on Quick Add](https://images.tango.us/workflows/ea798eaf-7906-4050-9c08-3c6614a1586e/steps/9b944a4f-37cf-40d1-9aef-1a240c0ba5ca/515015be-fb15-4103-a35c-f81ddb248df3.png?mark-x=1154&mark-y=493&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMjImaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
![Click on Quick Add ...](https://images.tango.us/workflows/ea798eaf-7906-4050-9c08-3c6614a1586e/steps/a4c46ec5-70f0-4bd8-9074-dca60759a9f1/cc63862b-0889-4633-9705-0a3dfc20cd3c.png?mark-x=484&mark-y=342&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz00NTkmaD0yMzcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
![Click on Material](https://images.tango.us/workflows/ea798eaf-7906-4050-9c08-3c6614a1586e/steps/1a2c4bd7-f517-4a87-a4af-d0617a90448f/20ef7af6-2d28-4e2b-8050-87ed4bdabf1d.png?mark-x=5&mark-y=521&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xOTYmaD00NyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
![Click on Add Materials](https://images.tango.us/workflows/ea798eaf-7906-4050-9c08-3c6614a1586e/steps/e59a1382-8518-4171-bd72-23cf7b85a2ee/93dee3f3-9daf-4770-ae7f-d22ebaefb4a7.png?mark-x=1202&mark-y=15&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xNDYmaD00MyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
12. Select the material catalog from the list.
![Click on Fittings & Connectors…](https://images.tango.us/workflows/ea798eaf-7906-4050-9c08-3c6614a1586e/steps/d2b1cc8c-51b9-4b1f-966f-c6a6a531d4a5/33fb3f76-9267-45d1-896e-38767f31324d.png?mark-x=5&mark-y=143&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xNDE4Jmg9MzU0JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
13. Click on 'Quick Add' and then click on 'Add to Cart'.
![Click on Quick Add](https://images.tango.us/workflows/ea798eaf-7906-4050-9c08-3c6614a1586e/steps/377219bd-bbd6-4bee-862e-27fa1cbf16a4/2ce46a45-40d7-4ed7-91e9-cdcabf31915b.png?mark-x=1154&mark-y=218&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMjImaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
![Click on Quick Add ...](https://images.tango.us/workflows/ea798eaf-7906-4050-9c08-3c6614a1586e/steps/9f4e4579-0a54-4932-b920-66adcf9f818e/7880a4db-1be6-4184-9d9d-60d97bb1cddc.png?mark-x=484&mark-y=342&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz00NTkmaD0yMzcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
14. Click on 'Promotions'.
![Click on Promotions](https://images.tango.us/workflows/ea798eaf-7906-4050-9c08-3c6614a1586e/steps/65fb85ed-a74c-41b9-91c2-c2f8963b85aa/c1aedc63-3043-4d7a-a2cd-17562715a7ff.png?mark-x=5&mark-y=559&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xOTYmaD00NyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
15. The available promotions will show up here. Select the promotions and add them to the service.
Note: Learn more about 'Setting up the Promotions'
![Click on View Summary…](https://images.tango.us/workflows/ea798eaf-7906-4050-9c08-3c6614a1586e/steps/3cef745f-80b2-4b22-9b15-bd5429ebb15b/7f8e6ddb-17ec-4cfb-a447-9cc90781c087.png?mark-x=5&mark-y=68&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xNDE4Jmg9NjkyJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
![Click on 60%…](https://images.tango.us/workflows/ea798eaf-7906-4050-9c08-3c6614a1586e/steps/aaaf2d0c-5fd5-4cb9-9c06-a0df8d6493f2/c5b084fd-b253-486c-a525-df94a40e1bf8.png?mark-x=305&mark-y=531&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMTcmaD0xNDQmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
![Click on Enter Coupon ...](https://images.tango.us/workflows/ea798eaf-7906-4050-9c08-3c6614a1586e/steps/b398fbea-5292-4cc3-b4c1-bcd47a94c7bf/68311885-6013-4519-a383-74f9373dabb0.png?mark-x=428&mark-y=343&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz01NzImaD0yMzUmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
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