Creating an Estimate on the Web Portal
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.
Click the black [+NEW] button in your navigation bar
Select 'Estimate'
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 Estimate tags, Private Notes, Attachments, and Lead Sources beneath this section.
To change the customer, type in the customer name and select as you did before and it will automatically update.
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 a 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).
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.
*Note: you also have the ability to save the estimate without scheduling
After you've selected the time and date, you'll need to dispatch, and 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].
Click 'Save Estimate' at the top right of the page once you've finished scheduling and setting dispatch.
How do I create an estimate from my iPhone?
Learn how to create an estimate with ease from your iPhone
Log into your app and click the "Plus sign +" symbol at the top right of the screen, then click "Estimate".
Then add all the details into the following sections (Customer Info, Invoice, Schedule, Dispatch to, Estimate fields, and Job Tags).
After all details have been filled in above, it will bring you to this screen, click "Done" in the upper right corner of the screen.
The Next screen will take you to the actual estimate. From there you will be able to see all details previously entered by scrolling down.
How do I create an estimate from my Android?
Learn how to create an estimate with ease from your Android device.
Log into your account and click the bright green '+' button near the bottom of the screen.
Select 'New estimate.'
Then add all the details into the following sections (Customer Info, Line Items, Schedule, Dispatch to, Estimate fields, and Job Tags)
After all details have been filled in above, it will bring you to this screen, click the checkmark located in the upper right-hand corner.
The next screen will take you to the actual estimate. From there you will be able to see all details previously entered by scrolling down.
You can also view the estimate by clicking 'estimate' near the top of the screen.
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