Creating quotes allows your customers to get an idea of what a project will cost and ensures that you and the customer are on the same page.
Note: In order to take payment, the estimate must first be converted into a job.
1. Click the blue [+NEW] button in your navigation bar
2. Select 'Estimate'
3. CUSTOMER: Type the customer name in the search bar and choose the correct profile and address from the drop down menu.
- You can add/edit/delete Customer Tags, Jobs Tags, Private Notes, or Attachments in this section as well
- To change the customer, type in the customer name and select as you did before and it will automatically update.
4. SERVICE LINE ITEMS: Type the service line item directly into the space provided to search your set price list and select from the drop down.
- You can continue typing to create a custom line item for specific invoice.
- Click to edit the service line item, description, or price within the invoice (this will not change the item in your main price list).
5. SCHEDULE: To edit the time and date, click the blue box once OR you can drag and drop the blue box to the desired time. Click 'Confirm' once complete.
After you've selected the time and date, you'll need to dispatch,
set your arrival window.
- Dispatch: Click on the Dispatch icon to select who you'd like to assign to the job. You may select more than one employee.
- Arrival Window: To set your arrival window, click the square icon and select the desired time frame. If you'd like to set it that window as your default moving forward, check 'Set arrival window as default' in the bottom left of the pop-up.
- Notify customer: This will default to the customer profile notification settings. If you do NOT want your customer to receive the email and text notification confirming the scheduled job, you can un-check this box before clicking [Save].
6. Click 'Save' once you've finished scheduling and setting dispatch.
Want to successfully complete more jobs?
Check out the keys to employee and customer satisfaction.