• 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 can accommodate pricing strategies of wide complexity range. |Popular

• 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/4bd4ccc7bba67c00/3pngiSome readers

• 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

• 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

• 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

• 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

• 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

  Managing estimates can be a time-consuming and complex process for businesses of all sizes: from creating and tracking estimates to communicating with customers and managing approvals, there are many steps involved in the estimates management process. ArboStar's "Estimates List" module is designed to simplify and streamline this process, offering a range of advanced features to help businesses save time, increase efficiency, and improve their bottom line. "Estimates List" module alsoFew 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

• Tree Inventory on the Web

  The "Tree Inventory" allows you to mark and track trees on the map and use them for estimation. The feature is available both on the web and the app. You can create tree inventory for all the clients. To access the "Tree Inventory" page, navigate to the required client's profile and click on the "Tree Inventory Map" button from the right side menu. (https://storage.crisp.chat/usersFew readers

• Automatically Select Multiple Services and Products when Creating an Estimate

  When editing or creating a new estimate you can select multiple services or products that are in the same category at once. This feature is a powerful tool designed to streamline the estimating process. With this feature, users can easily add multiple services and products to an estimate with just a few clicks helping to save time and reducing the risk of errors. It allows you to be more efficient while doing estimation. FFew readers

• How to add pictures to an estimate

  Pictures from a particular service can be copied to another estimate. The process slightly differs in web and mobile versions. Let me start with the last one. First of all, please open the desired estimate, using the mobile version of the application. After that, you'll be provided with an option to choose the particular service. By clicking on the download sign you'll be provided with the option to save the preferred picture to your hard drive. (https://storage.crisp.chat/users/helpdesk/Few readers

• How to copy an estimate/ workorder/ invoice

  Before we jump into the main topic a remark has to be made: In order to copy the estimate you should open the client's profile and choose the estimate. Then please press the copy button. (https://storage.crisp.chatFew readers

• Generate Portal link from Estimate/Invoice Profile

  You are now able to generate a Portal link for your estimates and invoices. This feature allows you to send Portal links for confirmation and payment not only via email but also via text messages and will be useful for customers who do not use emails. To generate the Portal link, navigate to the Estimate or Invoice page and click “Estimate portal link” or “Invoice portal link” (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