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...