How do I set which service descriptions appear in my quote?

🎯 The problem

You want your quotes to automatically show the right service descriptions – only the services the surveyor has ticked. Right now, either all services always appear, or you have to manually add/remove texts per quote.

Who is this article for?

This article is for administrators who edit quote templates. Are you a regular user? Then your administrator already takes care of this for you. 👍

⚙️ What you need

• Administrator rights in Bas Software

• Access to the template editor

• Basic knowledge of your quote template

✅ How to solve it

Step 1: Open your quote template

1. Click Settings (the cog icon)

2. Go to Working method

3. Click Document Template

4. Select Quote

You'll now see the editor with your quote template.

Step 2: Find your service descriptions

Scroll to the section where your service descriptions are. For example:

Packing: Our experienced packers ensure all your belongings are packed safely using professional packing materials.

Step 3: Add if-statements

For each service description, place this line:

{% if project.usesService('servicename') %}

After the service description, close with:

{% endif %}

Example: Packing

Before (always appears):

Packing: Our experienced packers ensure all your belongings are packed safely.

After (only appears if ticked):

{% if project.usesService('packing') %}Packing: Our experienced packers ensure all your belongings are packed safely.{% endif %}

Step 4: Use the correct service names

Here are the most commonly used service names:

💡 Tip: Copy the service name exactly – watch out for hyphens, as in moving-lift.

➡️ Full list? See the article "Overview of all service names for quote templates"

Step 5: Save and test

1. Click Save in the template editor

2. Create a test quote with different services ticked

3. Check whether the right descriptions appear

✅ Result

Your quote now automatically shows only the service descriptions of services that have been ticked.

💡 Background: How does this work?

Bas Software uses if-statements (if-then rules):

• If the surveyor ticks "Packing"

• Then the quote shows the packing description

This happens automatically when the quote is generated.

❓ Frequently asked questions

Can I keep texts without an if-statement in my template?

Yes! Texts without {% if %} always appear. Your logo, company name and general texts don't need an if-statement.

What if I get an error message?

Check these three things:

1. Is there a space after {% and before %}?

2. Does every {% if %} have a corresponding {% endif %}?

3. Has the service name been copied exactly?

Can I also use this for invoices?

Yes! If-statements work in all Bas Software templates.

🔗 Related articles

• Overview of all service names for quote templates

• How do I combine multiple services in my quote template?

🆘 Not managing?

Can't get it working? Send us a screenshot of your template code. We're happy to help via chat or email! 💬

📋 Checklist before going live

• ☐ Every {% if %} has a matching {% endif %}

• ☐ Service names have been copied exactly

• ☐ You've tested with at least 3 different service combinations

• ☐ The layout looks good