Estimate Services

  • Adding Default Crew to Services

  • Selectable Shortcut Icons for Services, Products and Bundles

  • Automatically Select Multiple Services and Products when Creating an Estimate

  • Setting Up Services, Products and Bundles for Estimates

    • Estimate Equipments

  • Equipment Types for the Estimates

    • Estimate Statuses

  • Managing Estimate Statuses

    Learn how to view, and manage estimate statuses in the system, including default and custom statuses.

  • Decline Reasons

    • Estimate Management

  • Create an Estimate

    Learn how to create and manage estimates effectively for client projects, ensuring all necessary details are included before a workorder is generated.

  • How is the Estimate Price Calculated

  • How to add files to a project

  • Copy the estimate/workorder/invoice

  • Own Estimates

  • Estimates List

    • Inventory Management

  • Tree Inventory on the Web

  • Tree Species

  • Work Types