For estimates’ set up, you can add estimate services, estimate products and estimate bundles.

Estimates Services

In Estimates → Estimates Services, you can find all the preset tree services.
It is possible to edit the existing service by clicking on the pencil icon and disable it by clicking on the eye icon.



To create a new one, click on the New Service in the top right corner, in the pop-up window add and choose the service specifications, and click save.



If everything is filled out, your Estimate will be automatically calculated, once some service is added to a lead.

Note: the price per hour you set here will be used to calculate the total estimate price. To learn more about how the price is calculated, check out the article here: How the estimate price is calculated.

Estimates Products

In Estimates → Estimates Products, you can find all the preset tree products.

It is possible to edit the existing products by clicking on the pencil icon and disable it by clicking on the eye icon.



To create a new one, click on the New Product in the top right corner, in the pop-up window add and choose the service specifications, and click save.



After the product is added, when creating an estimate, if you choose the product, its sum would be automatically added to the final cost of the estimate.

Estimates Bundles

In Estimates → Estimates Bundles, you can find all the preset bundles.



It is possible to edit the existing bundle by clicking on the pencil icon, disable it by clicking on the eye icon, manually synchronize it with Quickbooks by clicking on the QB icon and create a new one, by clicking on the green plus sign.

To create a new bundle, after clicking on the green plus sign in the top right corner, a pop-up window will open.



To add a product or a service to the bundle, please choose from the Product/Service list and add the quantity.
To delete the product or the service from the bundle, please click on the “Bin” sign.
To add a new product/service, please click on the green Plus sign.
After everything is complete, please click Save.

After the bundle is added, when creating an estimate, if you choose the bundle, its sum would be automatically added to the final cost of the estimate.

When adding a bundle to an estimate, you can also manually edit it, for instance delete a service or a product from it or change the sum of a product/service.
Was this article helpful?
Cancel
Thank you!