Step 4: Learn how to create and send estimates to your customers

Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

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 black 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. 

  • 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.

7. Once you've confirmed all of the details look correct, click 'Save' on the new estimate page and you will be brought to your scheduled Estimate screen

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