Multi-Option Estimates: HCP Web Portal
The multi-option estimate feature is great for presenting customers with different packages or service tiers. It lets you create and label the options to suit the way you operate your business.
Create Multi-Option Estimates (HCP Web Portal)
To create a multi-option estimate through the HCP web portal:
Create a new estimate, or open an existing estimate to view the Estimate Details page.
Click ADD OPTION at the top of the page.
Select "New option" from the drop-down.
Rename the option if you'd like, then click CREATE.
Repeat this process as needed - you can add as many options as you'd like!
Rename Estimate Options (HCP Web Portal)
To rename an estimate option through the HCP web portal:
Open an estimate to view the Estimate Details page.
Hover over the Option tab at the top of the page.
Click the three dots that appear on the right side of the tab.
Select Rename from the drop-down menu.
Edit the Option name, then click Rename.
Cancel/Delete Estimate Options (HCP Web Portal)
To cancel an estimate option through the HCP web portal:
Open an estimate to view the Estimate Details page.
Hover over the Option tab for the option you wish to cancel.
Click the three dots that appear to the right of the tab.
Select Cancel (option name).
A confirmation window will appear on your screen.
Choose whether to notify the customer by checking or unchecking the Notify Customer option.
Click YES, CANCEL THE OPTION to confirm.
The estimate option will then be canceled and removed from the estimate.
To delete an estimate option through the HCP web portal:
Open an estimate to view the Estimate Details page.
Hover over the Option tab for the option you need to cancel.
Click the three dots that appear to the right of the tab.
Select Delete (option name).
A confirmation window will appear on your screen.
Click DELETE to confirm, and the estimate option will be deleted from the estimate.
Please Note: When an estimate option is deleted, its option number will remain unchanged. The next option added to the estimate will be assigned the next sequential number.
Video Tutorial: Multi-Option Estimates (HCP Web Portal)
Multi-Option Estimates: HCP Mobile App (iOS)
Provide your customers with multiple estimate options of services to choose from with the HCP mobile app on iPhones and iPads.
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.
Create Multi-Option Estimates: HCP Mobile App - iOS
To create estimate options through the HCP mobile app on iPhones/iPads:
Open an estimate to view the Estimate Details page.
Tap the More icon (3 dots) in the top-right corner of your screen.
Select "Add option" to create a new, blank estimate option.
Alternatively, you can select "Copy to option" to copy the existing estimate information to a new option.
Rename the option if you wish, then press Add.
Rename Estimate Options (HCP Mobile App - iOS)
To rename estimate options through the HCP mobile app on iPhones/iPads:
Open an estimate to view the Estimate Details page.
Select the option you would like to rename.
Tap the More icon (3 dots) in the top-right corner of your screen.
Select "Rename option."
Tap the X icon on the right side of the option name to remove the current text (or use the backspace on your keyboard).
Type in the new option name.
Press Confirm - and that's it! The option name will then be updated.
Cancel/Delete Estimate Options (HCP Mobile App - iOS)
To cancel or delete estimate options through the HCP mobile app on iPhones/iPads:
Open an estimate to view the Estimate Details page.
Tap the More icon (3 dots) in the top-right corner of your screen.
Select "Cancel option" or "Delete option" from the menu.
Tap Confirm to cancel or delete the estimate option.
 |  |
Send Estimate Options to Customers (HCP Mobile App - iOS)
To send estimate options through the HCP mobile app on iPhones/iPads:
Open an estimate and tap the Estimate icon (paper airplane) at the top of your screen.
The option selected when you click the Estimate icon will be the default option to be 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.
 |  |
Select Options on the Estimate Settings screen to view all the options created on the estimate.
Click the green + icon to include other options in your Estimate.
 |  |
Use the three-line icon 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.
|  |
Multi-Option Estimates: HCP Mobile App (Android)
Provide your customers with multiple estimate options of services to choose from with the HCP mobile app on Android devices.
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.
Create Multi-Option Estimates (HCP Mobile App - Android)
To create estimate options in the HCP mobile app on Android, follow the steps below:
Click the green + icon in the bottom right corner of the screen to create a new estimate, or select an existing estimate of your choosing.
On the Estimate Details screen, tap the More icon (3 dots) in the upper right-hand corner.
 |  |
Select "Add new option" or "Copy option" to copy the existing estimate information to a new option.
Rename the option if you wish, then press CREATE.
 |  |
Rename Estimate Options (HCP Mobile App - Android)
To rename existing estimate options on Android devices:
Open an estimate to view the Estimate Details page.
Select the Option you would like to rename.
Tap the More icon (3 dots) in the top-right corner of your screen.
Select "Rename option."
Tap the X icon on the right side of the option name to remove the current text (or use the backspace on your keyboard).
Type in the new option name.
Press Confirm - and that's it! The option name will then be updated.
Send Estimate Options to Customers (HCP Mobile App - Android)
To send estimate options to customers through the HCP mobile app on Android:
Open a multi-option estimate to view the Estimate Details page.
Tap the Estimate icon (paper airplane) at the top of the page to begin sending the estimate.
The option selected when you click the Estimate icon will be the default option to be sent to the customer.
To include multiple options, click the gear icon above the estimate preview 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.
Use the toggles to the right to include additional options in your estimate.
Select Reorder in the top-right corner 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.
 | 
|
Multi-Option Approvals on Estimates
Multi-option approvals on estimates let you define whether your customer can approve just one option or multiple options within a single estimate.
In this section, you'll find information on how to:
Adjust the approval settings on an individual estimate basis.
Define the default approval settings for all your future estimates.
The approval settings allow you to specify how many options your customers can approve in multi-option estimates received by emails or texts.
By default, the approval settings for all your estimates will allow your customers to approve only one option. This is equivalent to the system's behavior before the multi-option approvals feature was introduced, which means that nothing will change for your customers until you decide to change the settings.
Changing Approval Settings for Individual Estimates
Changing the approval settings on the Estimate Details page of a given estimate will only affect that particular estimate.
If you choose "only one option," your customer will be able to approve only one option in the estimate. Once they approve the desired option, the remaining options will be declined automatically.
On the other hand, if you choose "multiple options", your customer will be able to approve as many options in the estimate as they wish.
The approval settings can't be changed for an estimate if the approval settings are set to "multiple options" and two or more options are already approved (either by the customer or Pro-approved in HCP).
In such a case, the component to change the settings is disabled, and the appropriate information is displayed on hover.
Please Note: If multiple options are approved by the customer, you must still copy each approved option to a job. The approved options will not be automatically combined and copied to one single job. You can manually add the line items from other approved options if they need to be included on one invoice/job.
To change the approval settings for an estimate:
Click the "Customer can approve" component on the Estimates Details page. This will open a modal with two possible options:
Only one option
When your customer approves one option, the rest will automatically be declined. You will still be able to "pro-approve" other options on your end.
Multiple options
When your customer approves one option, the rest won't be declined. Both you and the customer will still be able to approve other options.
Click the radio button next to the approval settings you wish to apply for the estimate.
Click Save to confirm.
Default Estimate Approval Settings
Suppose you want to apply the same approval behavior for all or most of the estimates you send to your customers. In that case, specifying the default approval settings is a good idea. These settings will be applied to estimates you created in the future.
To access your default estimate approval settings:
Click the gear icon in the top right corner of your HCP account to access your Account Settings.
Click on the Estimates drop-down in the menu on the left, then select "Estimate defaults."
This section contains the approval settings that can be applied by default to all future estimates.
Click the pencil icon to the right to adjust these settings.
🛠️ Pro Tip: Remember that you can always overwrite the default settings for individual estimates by changing the settings on the Estimate Details page for that given estimate.
Important Considerations
No matter what approval settings are set to your estimates, you will always be able to approve options on your customer's behalf through the HCP web portal.
For now, this feature works on the web only, but we plan to add it to mobile soon. It's important to remember that the approval settings specified on the web will propagate to estimates created and/or sent from mobile apps. For example, if you set the default approval settings to "Customer can approve multiple options", and you create and send a multi-option estimate from a mobile app, your customer will be able to approve more than one option.
The approval settings work for all estimates. They also work for the newly created Sales Proposal Tool 2.0. So, if you have access to SPT 2.0, you can use the same approval settings to adjust the approval behavior for all your estimates and proposals. The settings won't work for the proposals created with the old version of the tool, though. Click here to read more about the Sales Proposal Tool 2.0.
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.