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Estimates

How to create, edit, send estimates to your customers.
  • Create an Estimate

      You can send estimates to your customers to let them know how much you will charge for your services...
  • Edit an Estimate

    To edit an estimate, click the “Finances” tab and click “Estimates“ Locate the estimate you would like to edit and...
  • Sending Invoices and Estimates

      There are 3 ways for sending invoices and estimates: send by e-mail, regular postal mail or text message. To...
  • Turn Estimate into Visit

      To create a visit based on an already accepted estimate go to the estimate detail page and click the...
  • List Accepted Estimates

        To see your accepted estimates please click on Finances > Estimates in the menu and make sure the...
  • Collect a Deposit for Estimate

      Once your customer has accepted an estimate, they can pay a deposit. When they open the estimate link that...
  • Add a Package to an Estimate

      To add a package of items/services to an estimate, click the “Finance” tab> Estimates. Next click the green “+New...
  • Request Changes to Estimate

      Customers can request changes to estimates. They can do this by viewing their estimate via their client portal. Once...
  • Estimate Specific Automations

    You can set automations for specific Estimates. You can do this when you edit the Estimate.  Once you are on the...

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