• How is the Estimate Price Calculated

  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 offers Basic, Intermediate and Advanced automation options. (https://storage.crisp.chat/users/helpdesk/website/4bd4ccc7bba67c00/snimok-ekrana-2023-01-26-v-191tnhz11.pPopular

• Updating the Status of an Estimate

  By default, a newly created estimate is in the "New" status. Lead the estimate through the sales funnel by updating its status according to the stage it is on. 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: (https://storage.crisp.chat/users/helpdesk/website/4bd4ccc7bba67c00/3pngiPopular

• Equipment Types 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 add the equipment details and click on the “Save” button. (https://storage.crisp.chat/users/helpdesk/website/4Some readers

• Managing Estimate Statuses

  You can 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 create a new status for an estimate, click on the green "Plus" icon in the top right corner, give the status a name, priority and choose the group it belongs to: (https://storage.crisp.chat/users/helpdesk/website/4bd4ccc7bba67c00/sniSome readers

• Setting Up Services, Products and Bundles for Estimates

  You can add estimate services, estimate products and estimate bundles to be used for estimation. Estimate Services and Estimate Products In "Estimates" → "Services", you can find all the preset tree services and products. It is possible to edit existing services and products by clicking on the "Pencil" icon and disable them by clicking on the "EyeSome readers

• Editing an Estimate

  It is possible to edit and update an estimate at any point of working with the client. For that, first you need locate the relevant estimate: with the help of the Live search; from the Estimates list on the sidebar; on the client's profile. To edit, click on the "Pencil" button next to the estimation you would like to make changes to: After editing, the totaFew readers

• Own Estimates

  In the "Own" estimates section, the estimator can find detailed information about estimates by quantity, $ and the 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. (https://storage.crisp.chat/users/helpdesk/website/4bd4ccc7bba67c00/65xrxclFew readers

• Adding Default Crew to Services

  Default crews help to automate estimation: 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. To add a crew to an existing service, from the "Services" section of the “Estimates” modulFew readers

• Selectable Shortcut Icons for Services, Products and Bundles

  Shortcut icons provide a quick way to add products/bundles/services on the estimation page without the need to find them in the lists of products/bundles/services. To add a shortcut icon to an already existing service/product, navigate to the “Services” section of the “Estimates” module and click on the “Pencil” icon next to the required service/product and in the "Edit service/product" window tick the box “Is Favorite”. After you mark it as “Is Favorite”, shortcut iFew readers

• Estimates List

  You can find the estimates on the web via live search, on the client's profile or by navigating to the "Estimates list" section of the "Estimates" module. The list can be filtered based on Client Name, Address and Date by clicking on the "Filter" icon above the required column. You can edit the estimates by clicking on the “Pencil” icon. or view estimate details on thFew readers

• Decline Reasons

  In the "Decline Reasons" section of the "Estimates" 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, click on the end/start dates, choose the start/end dates from the calendar and click “Go”.Few readers

• Estimate Confirmation with Signature Through an Email Link

  Clients can confirm estimates through a link available in the estimate email that clients receive for Estimate confirmation. On this page, clients can see Estimate details, all services and photos that are attached to the Estimate. Clients can confirm it by making a deposit (if your company has set up the credit card processing) or by signing it and can also download it. (https://storage.criFew readers

• Create an Estimate

  Learn how to turn lead into estimate and make sure that it contains all the required details.Popular