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:
1. Click into your estimate details page
2. Click the ADD OPTION in top left
3. Rename the option in you wish then press CREATE
4. To rename the options, click the three dots to the right of the the option name.
From this drop down, you can:
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
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.