Sending an estimate before starting work is a great way to show your customers exactly what they can expect to pay before you begin. It looks professional, builds trust, and gives your customer a chance to approve the work before you show up. Once a customer approves their estimate in LawnPro you can convert it directly into an invoice or visit with just a few clicks, saving you time and keeping everything organized.
To create an estimate click Finances then click Estimates in the menu.
Once on the estimates screen, click the green “New Estimate” button.
On the New Estimate page you can name the estimate or add a description and then you can choose an Estimate Type. If you need to add a new estimate type, click the green “+” button.
Next, you will select the customer this estimate is for. If you do not have the customer entered already, you can do so now by clicking the “+” button.
Next you can choose to suggest only items and services assigned to the customer/property you selected and also whether you want to jide the line item prices for your customer. If you choose to do this, they will only see the estimate total.
On the right side of the screen you will see the estimate number (this cannot be edited), the estimate date (this can be changed by clicking on it), the P.O. number field if you need it, and a discount field if you’re giving a discount on this estimate.
Next you will start adding your items and services.
If you have entered your items and services to your account, you can start typing the name of it and it will appear in the drop down. Click to select it and it will fill in the cost details.
If you want the price to be different than the default price you set, you can change that now.
You will also select which property this item/service is for.
You can also add an item or service by entering all of the info on the line item. This will save this new item or service to your account after you create the estimate.
To learn how to add items/services click here.
Click the “Add Line” button to add new line items to your estimate and set the item or service for each line item and set the cost just as you did the first one.
Next, you have the option to add “Optional Items“
These are line items the customer can add on to their estimate if they choose. If they check the box to add the item the price will update to include it.
If you select the box to recommend an item or service, it will add a label that the customer can see letting them know you recommend it.
Next is the option to add a package. You can learn more about creating a package here.
You now have the option to require a deposit for estimates. If you add a required deposit, the estimate cannot be accepted without the customer paying the deposit.
Next, you can add/update your terms and notes.
You are able to set default terms and notes in your settings. These terms and notes will show automatically every time you create a new estimate. Click here to see how.
You can add photos or documents to your estimate.
You can drag and drop them in the upload field or you can select a file from your device.
There are options to transfer the images added here to visits or invoices linked to this estimate.
The next field is for internal notes. The notes entered in this field will only be available for your team. Customers will not be able to view it.
Last, you can add custom fields to your estimate. Learn more about custom fields here.
At the bottom of the screen, if you are qualified and approved for Wisetack financing, you might see a Wisetack message. You can learn about Wisetack Financing here.
Make sure to click the green “Save Estimate” button to create the new Estimate.
