Click the blue [+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 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.

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).

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.

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' once you've finished scheduling and setting dispatch.

Log into your app and click the "Plus sign" symbol. Then click "New Estimate".

Then add all the details into the following sections (Customer, Line items, Schedule, & dispatch to).

After all details have been filled in above, it will bring you to this screen, click "Done".

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.
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