Create estimates

Learn how to easily create and schedule new estimates or quotes directly from the web portal on your computer.

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


Step-by-step instructions:

Step 1: Click on +NEW in the top right corner then click on ESTIMATE

Step 2: Select the customer that this estimate is for by either typing in the customer's name and clicking on their name once it appears or clicking +New Customer if you need to create the customer first.

Step 3: Click on NEXT in the top right corner

Step 4: At this step you will be able to add in the materials or services you are quoting your customer for. It is common to leave this blank if you don't yet know what you are quoting the customer. Be sure to add any notes that your estimator may need into Private Notes.

Step 5: Click on NEXT in the top right corner

Step 6: Schedule the estimate for the date/time your estimator will be going to the customer's address. Either drag and drop the blue box to the desired date/time or click directly on the blue box and select the date/time.

Step 7: In the top right corner, decide whether or not you want your customer to receive a notification that this estimate is scheduled. Notifications are enabled when the box is checked. The notification will be sent immediately after you press save.

Step 8: Click on the clipboard icon to dispatch the estimate to an employee

Check the box next to the name of the employee who will perform the estimate and click DONE

Step 9:

Step 10: Click on SAVE in the top right corner

Step 11: You will then be taken to the estimate details page. If you need to build out an estimate with multiple options (i.e a quote for a new furnace and you give the customer a budget friendly and premium option) click on the ADD OPTION button above the customer's information.

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