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• Adding and Managing the Items for the Project Scheme

  The project scheme section on the estimate page helps visualize the site for the crew. This is especially useful for complex workorders with several services involved and/or locations with multiple trees. Besides, you can mark potentially dangerous places on the site for the crew to avoid them. To leave the marks on the project scheme, first upload the item icons. These are small images which will help you and the crew to distinguish the services and locate the tree. They can be uploaded in theVery popular

• 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 clVery popular

• 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: ![](httpsVery popular

• 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 "pencVery popular

• Editing an Estimate

  Edit and update an estimate at any point of working with the client. For that, first locate the relevant estimate: with the help of the Live search; from the Estimates list on the sidebar; on the client's profile. Then, click on the "pencil" button to edit it: The total price for the estimate will be adjusted accordingly. Send the updated estimate to the clVery popular

• 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 pVery popular

• 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,Few readers

• Own Estimates

  In the "Own" estimates submodule, the estimator can find detailed information about estimates and estimation for the present month as well as estimator files. 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. In the “Planned” section you can find the information about your plaFew readers

• 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.Few readers

• 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.chatFew readers

• 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. ![](https://storage.crisp.chat/users/helpdesk/websFew readers

• 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”. AfteFew readers

• 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”.Few readers

• Estimates Map

  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. On the estimates map you can find all the estimates filtered by their statuses. The estimates are divided based on the estimates statuses. From the list of “Estimates Statuses” on the top right corner of the screen, please choose the appropriate status. After that, theFew readers

• Creating an Estimate

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