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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

• Services available for estimates

  While creating an estimate, you'll be required to select the services from the list of all the services available on the platform. This list is managed in the **Estimates Services **tab: Once there, click on the green "plus" icon to create a new service. Add a service specification in the pop-up window that appears: ![](https://storage.crisp.chat/users/helpdesk/website/4bd4ccc7bba67c00/servpng_473zvz.pngVery popular

• Equipment for the estimates

  The list of tools and vehicles you offer in an estimate is managed from the Estimates Equipment tab: To add new equipment, click on the green "plus" icon: Fill in the required fields and click Save:Very popular

• 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

• Setting up 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, 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. ![](https://storage.crisp.chat/users/helpdFew readers

• Estimates by Areas

  In the "Estimates by Areas" sub-module, you can find the estimates on the map by the area. On top of the map, there is a filter helping you find the estimate(s) based on the estimator and time period. On the map, when you click on the markers, you have access to the following information: TE: Total Estimates count/Few 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 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/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