Create Estimate

Click the “Create Estimate” button from the left panel menu. When an Estimate is created, it is automatically given the status of “Pending for Approval.”

The Estimate Screen: This screen has three main sections. DETAILS, PRODUCTS, and OPTIONAL ITEMS.

• DETAILS: In this section, you add the products (Labor and Material) for the Estimate. Adjust the Price, Qty, and Markup as required
  


• PRODUCTS: In this section, you add the products (Labor and Material) for the Estimate. Adjust the Price, Qty, and Markup as required.


• OPTIONAL PRODUCTS: Use this option to upsell to your customer. A good example would be to provide a discounted price for Annual inspection or Maintenance. This allows your customer to add the optional products to the Estimate during customer approval.
  


• Bottom Section: You can view your Images and Request changes in the section below.



Your Estimate is now ready to be sent to your customer for approval.