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Estimates
Estimates Creation, Management and Automation
How the Estimate Price is Calculated
The cost of an estimate is calculated automatically based on the services and equipment you've selected. To ensure that the calculation is correct and consistent throughout all estimates, you should specify the following: price per hour for different employee roles (e.g. groundsman/ climber etc); price per hour for the equipment and vehicles (e.g. pickup truck, wood chipper etc); the service markup. To set the hourly rate for an employee role, expand the Personnel section, then cl
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Updating the Status of an Estimate
Lead an estimate through the sales funnel by updating its status according to the stage it's on. By default, a newly created estimate is in the "New" status. This can be changed to "Sent for approval", "Confirmed", "Expired" etc. To achieve that, first locate the estimate in question: with the help of the Live search; from the Estimates list on the sidebar; on the client's profile. Then, click on the "eye" icon to view the estimate page: ![](http
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Equipment for the Estimates
The list of tools and vehicles you offer in an estimate is managed from the Equipment Types module. You can edit or disable the existing equipment as well as add new equipment that can be used during estimation. To add new equipment, click on the green "plus" icon: In the pop-up window please add the name, price p
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Managing Estimate Statuses
Create and manage the stages an estimate goes through from the moment it's been added to the moment it's no longer relevant. These stages will help you track the life span of a particular estimate and receive stats on company's overall performance. To set the statuses for various stages, expand the Estimates section and click here: Press the green "plus" icon to add a new status or click on the "pe
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Setting Up Services, Products and Bundles for Estimates
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,
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Own Estimates
In the "Own" estimates submodule, the estimator can find detailed information about estimates by quantity, $ and amount of money made. It by default shows the plan for the current month. To view the plan for the previous or the next month, please click on the “Previous Month” or “Next Month” buttons accordingly. “My De
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Adding Default Crew to Services
Default crews help to automate estimation as when a crew is added to a service by default, the service’s crew gets automatically picked during estimation. For instance, if you pick Arborist Climber (CL0) and Bucket Truck Operator (BM1) for Pruning in “Estimates Services” module as default, they will always automatically be added in “Create an Estimate” as the default crew for “Pruning” service.
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Selectable Shortcut Icons for Products/Services/Bundles
Shortcut icons provide a quick way to add products/bundles/services without the need to find them in the lists of products/bundles/services. To add a shortcut icon to a new service, please navigate to the “Estimates Services” sub-module in the “Estimates” module and click on the “New Service” icon in the top right corner. In the “Create Service” window, tick the box “Is Favorite”. Afte
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Estimates List
You can find the estimates via the live search, on the client's profile or by navigating to the estimates list or the estimates map. Estimates list includes all the estimates that are divided by their statuses. Next to the estimates there are 2 icons. To edit the estimate, please click on the “Pencil” icon. To view the estimate. Please click on the “Eye” icon. ![](https://storage.crisp.chat
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Decline Reasons
In the "Decline Reasons" sub-module, you can find the declined estimates and the reasons that the estimates have been declined for. To choose the time period you would like to access the information for, please click on the end and start dates, choose from the calendar and click “Go”.
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Estimate Confirmation with Signature Through an Email Link
It is possible to confirm estimates through the e-mail link. For that, navigate to the "Email template" sub-module and in the "New estimate for" email template add the tag “[SIGNATURELINK]” in the body of the template. When the estimate is sent to the client, this link offers an option of confirming the estimate by e-signature. 