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.

To proceed to the estimate, first search for the lead - either through the Live search, or the leads list/ leads map:



To create an estimate from the client profile, please click on the “leaf” sign:



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



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.



Visualizing the location for the work is an optional feature, but it may be a good help for the crew on site. If you're up to it, click to expand the Project Scheme section:

Mark the location of the work on the map. Click on Create Screen to add the specifications for the location:



Drag and drop the icons to illustrate the place:



Tip: double-click the icon to delete it from the scheme. To learn how to add own icons, see the article here: Adding and managing the items for the project scheme

Go ahead and describe the work, also choose the equipment and the crew:



To calculate the price, you can use the calculator. Price gets calculated automatically according to the estimated time of work, the MHR rate, the equipment chosen and the markup being set.

To use the sum of the calculator please click on the green button:



An estimator can tweak the pricing to cover expenses and risks. This can be done by adjusting the markup percentage or simply entering the new amount in the "Price" box.

Tip: to add an additional service/product/bundle, click on the appropriate button and choose from the lists:



If you are estimating multiple services/products/bundles in a single estimate, make sure to go through the steps above for each of them. The total estimate price you receive in the end will include all the services/products/bundles you specified.
Was this article helpful?
Cancel
Thank you!