You are now able to create estimates (basically a quote for services) for your customers before they become an actual customer. The estimate includes pricing and details for a desired program or services.
Your customers can easily accept an estimate online via email, and once an estimate is accepted it automatically assigns the program to the specified property on the estimate.
The Estimates screen allows you to create, edit, delete, print, and send estimates (similar to how the invoices function works).
Before creating your first estimate, please be sure to navigate to the Settings section and enter your desired Terms and Conditions for your estimates under the "Estimates" section. This text will appear at the bottom of all of your estimates.
How to Create a New Estimate
From your dashboard, click +New Estimate button at the very top or you can also navigate to the "Estimates" tab by choosing "Estimates" from the left-hand menu. If you are already on a Property screen, you can also use the "+ New Estimate" button on that page.
When you click the “+ New Estimate” button, you will need to complete the following fields in order to create an estimate and hit "Submit" once you have completed all fields:
Select Customer: here you can choose an existing customer if it already exists in the system, or you also have the option to add a new customer from there (click the green "+" button next to the field).
Select Property Address: select an existing property or you have the option to add a new property from there (click the green "+" button next to the field).
Customer Email: this field will be auto-populated from the customer's information, or if the customer does not have an email on file you can enter one here, or you can also change it to a different email address if needed.
Estimate Date: choose the date you would like to include on the estimate
Program Name: you will need to choose from an existing program using the dropdown. You will need to have your Program already setup in the system prior to creating an estimate. Once you select a Program, you may also add custom pricing to your services by using the price override feature for any service within the chosen program (optional). By default, the cost for these services will be calculated using the prices that you set for each individual service within the selected Program.
Notes: Enter any notes you want to include on the estimate for your customer (optional).
How to Send an Estimate to Your Customer
- From the Estimates screen, simply click the email icon (small envelope icon) next to the Estimate you want to send (located under the "Action" column on the very right).
- The system will prompt you to enter an optional message that will be included with your email to the customer.
- Hit "Send". This will send an email to your customer with the estimate attached. In the email they receive, there is a button that says "Accept" that they can click to accept the estimate.
- Once the customer accepts, an invoice, the system will automatically assign the Program to the specified property on the estimate.
Estimates can have 3 different statuses:
Draft: this status means the estimate has been created but not yet sent to the customer
Sent: this status means that the estimate has been emailed to the customer
Accepted: this status means that the customer has clicked the "Accept" button to accept the estimate, and has automatically assigned the program specified in the estimate to the property in that estimate.