Question 1

Create an Estimate

Accepted Answer

Once a lead comes in, it has to be estimated properly before it becomes a workorder. An estimate is based on multiple factors like the type of service(s) ordered, the equipment needed, the crew involved etc.

Find the estimate

To proceed to the estimate, first search for the lead - either through the Live search, the Leads List or the Leads Map.

To create an estimate from a client's profile or the "Leads List" section, click on the “Leaf” icon next to the preferred lead:

To create an estimate from the “Leads Map” section, click on the lead bubble on the map and in a pop-up window select “Create Estimate”:

Starting estimation

On the "New Estimate" page you can now start the estimation.

| If you click on any service/product/bundle from the original lead, they will be added to the estimate.

“Clean up”, “Disposal Brush” and “Disposal Wood” are additional services that need to be done upon completion of the main services. Make sure they're ticked to be included in the estimate.

![](https://storage.crisp.chat/users/helpdesk/website/4bd4ccc7bba67c00/snimok-ekrana-2023-01-17-v

Question 2

Adding a New Client on the Web

Accepted Answer

There are 2 ways to access the "Add client" page on the web.

The fastest way to add a new client is from the dashboard, by clicking on the "Add Client" button right in your account:

Or, you can add a client by navigating to the "Clients List" section of "Clients" module and clicking on the "Plus" icon in the right corner.

Add Client page

In the new window you can insert all known details about the client and the project you are about to undertake.

|| All the green fields are the required fields, without having any information out there, you won’t be able to create a new client.

Let's take a closer look on what information is required here.

Client information

The first section consists of "Profile", "Client Address", "Contact", "Lead's Address" sections and the “Brand” field.

In the “Brand” section please choose the brand.
In the “Profile” section, please fill in the name, choose the reference and the client type from the drop-down menus.

|| The "Reference" field will help you keep track of which source brought you the lead.

When typing the address in the “Client Address” section, the system will automatically suggest address optio

Question 3

How is the Estimate Price Calculated

Accepted Answer

On the create estimate page you have an option to directly add the service/product price manually or use the calculator. If you use the "Calculator" option while estimating, the cost of an estimate is calculated automatically based on several pre setup factors like crew, equipment, markup %, etc.

The calculator can accommodate pricing strategies of wide complexity range.

| The Basic, Intermediate and Advanced options can overlap to help you create custom pricing system to meet your company's needs.

|| Note that besides the discussed factors, such factors as "On Site", "Travel", "Extra" time as well as added expenses influence the calculated price.

Chosen crew along with time settings make up the MH.
Chosen crew and equipment along with time settings, markup and overhead make up the MHR.

Let's discuss how to set the hourly rates, markup % and service overhead rate

.

Hourly Rate for Crew

To set the hourly rate for a crew, expand the Personnel section, then click on HR and press Employee Roles. Click on the "Pencil" icon next to the required employee role and in the pop-up window add/edit the "Cost per Hour" rate:

Hourly Rate for Equipment

To set the price for equipment, navigate to the **Equipm

Question 4

Adding and Managing Email Templates

Accepted Answer

Emails are commonly sent during the work routine. This workflow can be optimized by adding email templates for the scenarios you encounter regularly.

Question 5

Live Search

Accepted Answer

The live search feature allows to search for a client, estimate, WO, invoice from anywhere on the site even with the smallest bits of information at hand - first letters of a name, a house number, etc.

Live search is available in the header. To see it work, start typing something in the field.

You'll get a dropdown with the relevant results - all clickable.

Due to the improved algorithm, mobile numbers can be searched in any form, _For instance: (416) 530-4341 = (416)5304341 = (416).5304341 = 416.530.4341 = 416-5304341 = 4165304341, etc. _
The word order in the search bar does not matter. For instance, a client with the name “John Smith” will be found if you search for both “John Smith” and “Smith John”.

|| If nothing comes up when typing in the live search, please check the spelling or use another search word.

Question 6

Create a Crew Schedule

Accepted Answer

When you need to schedule job that has been confirmed by your client, navigate to the "Crew Schedule" section.

Access "Crew Schedule" page

To access the crew schedule page, either:

Click on the “Crew Schedule” button on the Dashboard,

or

Navigate to the “Crew Schedule” section of the "Schedule" module.

Create a Crew

On the "Crew Schedule" page, to start building the crew, click on the ${color}#34ca16 sign. Once you click on it, choose the date, add crew members, equipment, etc.

|| Note that you can edit the crew details to meet your requirements at any point of creating a crew schedule. To learn more about crew, click here.

"Schedule" window

After the crew is created, you can now schedule jobs for the crew. To add a schedule, just drag and drop in the area below the crew.

After you drag and drop, in a new pop-up window you are presented with the list of WOs filtered by their statuses. The same WOs are also available on the map.

The icons in the right side of the wi

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