Estimates are typically the first step in generating new business. Customers want to know how much it's going to cost to get rid of that Godzilla-of-a-cockroach before signing you up; although, starting at an estimate is not a requirement. 

Create an Estimate depending on if the customer is new or existing:

New Customer

  1. Create the new customer
  2. After filling in the information on the Location page (second page) click Save & Create Estimate

Existing Customer

  1. From the Dashboard, type the customer's name in the search box to the right of Reports
  2. Click the customer who wants the estimate
  3. From the Service Locations tab, click View 
  4. Click Create a New...
  5. Click Estimate

   6. Enter the information for the estimate
   7. Click Save

Once the customer accepts your estimate, change the estimate status to Accepted. A Work Order is created and it is stored in the Work Pool for you to schedule by dragging and dropping it from the Work Pool onto the Calendar.

Also watch this video:

Continue on to Work Orders - Getting Started

May 2017
Updated, November 2017

Article ID: 0016

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