The multi-option estimate feature is ideal for providing different packages or level-of-service options to a customer. You can create and name the options to fit the way you run your business.
To create estimate options, follow the steps below:
Click into your estimate details page
Click on ADD OPTION in the top left of the estimate option
Rename the option in you wish then press CREATE
To rename the options, click the three dots to the right of the option name.
From this drop-down, you can:
Rename
Copy to new option
Copy to new estimate
Things to know
You can add as many options as you like
To add a new, blank option, click the '+' plus sign in the upper right corner
Multi-Option Estimates in the web portal:
Create Multi-Option Estimates (iPhone)
Provide your customers multiple estimate options of services to choose from - from the mobile app.
The multi-option estimate feature is ideal for providing different packages or level-of-service options to a customer. You can create and name the options to fit the way you run your business.
To create estimate options in the mobile app, follow the steps below:
Click into your estimate details page
Click the blue three dots for MORE in top right and select Add Option or Copy to Option to copy the existing estimate information to a new option.
Rename the option if you wish then press ADD.
To rename the existing options, click the three dots for MORE and select Rename Option.
From this menu, you can:
Rename
Copy to new option
Sending the options to your customer
Click the blue arrow to select the Estimate icon at the top of the screen
The option that you are currently on when you click Send Estimate will be the default option shown on the estimate being sent to the customer. To include multiple options when sharing the estimate with your customer, click the wrench icon above the estimate to go to the Estimate Settings.
In the Estimate settings, select Options to view all the options created in the estimate.
Click the green (+) sign to include other options in your Estimate.
Use the three horizontal lines on the right side of the options to rearrange the order in which they are shown on the estimate, if necessary.
Your estimate will now feature the options you selected to be sent to the customer.
Create Multi-Option Estimates on Android
Add or copy options to your estimates from your Android mobile app.
The multi-option estimate feature is ideal for providing different packages or level-of-service options to a customer. You can create and name the options to fit the way you run your business.
To create estimate options in the mobile app, follow the steps below:
Create a new estimate by clicking on the green '+' in the bottom right-hand of the page or select the estimate of your choosing to view the estimate details page
|
 |
Click on 'More' shown as the 3 dots in the upper right-hand corner of the estimate details page
From this menu, you can:
Add new option
Add option from templates
Copy to new option
Select 'Add New Option' or 'Copy to Option' to copy the existing estimate information to a new option.
Rename the option if you wish then press 'Create'.
Sending the options to your customer
Click the white arrow to select the Estimate icon at the top of the screen
The option that you are currently on when you click Send Estimate will be the default option shown on the estimate being sent to the customer. To include multiple options when sharing the estimate with your customer, click the gear icon above the estimate next to the paper clip to go to the Estimate Settings.
In the Estimate settings, select 'Estimate Options' to view all the options created in the estimate.
Click the blue toggles to include other options in your estimate
Select 'Reorder' in the upper right-hand of the page to rearrange the order in which they are shown on the estimate, if necessary.
Your estimate will now feature the options you selected to be sent to the customer.
Related Articles
Send Estimates to Customers
Customer Approval on Estimates
Copy Estimate to Job
How do I delete a multi-segment job or multi-option estimate?
Want to successfully complete more jobs?
Check out the keys to employee and customer satisfaction.