Summary

Estimates are typically the first step in generating new business. Customers usually want to know what a job will cost — say, getting rid of a cockroach problem — before they sign up. An estimate isn't required, but it's a common starting point.

Key Points

Create an estimate, depending on whether the customer is new or existing.
When the customer agrees, update the status to Accepted.
Accepted estimates generate a Work Order in the Work Pool.
Schedule the appointment in the Calendar by dragging the work order from the Work Pool.

Create an estimate for a new customer

Create the customer. See Add a New Customer - Getting Started

Create an estimate for an existing customer

From the top of the navigation bar, click Customers
Click the customer who wants the estimate, or search in the search bar in the upper left corner of your screen
Click Create New… in the upper-right corner.
Click Estimate.
Enter the Name, Billing Address, and Main Location

6. Enter the date the estimate was issued on, the date the estimate expires, the PO#, and the Marketing campaign.

7. Click on the Line Items tab

Specify the Type, and add a Description, enter the Quantity, Unit Price, Amount, and check the "Taxable" box if it is taxable.
Enter the Discount as a percentage and the Tax.

8. Click on the Schedule tab

Select a Technician
Enter the Start date
Enter the Start Time
Enter the Duration

9. PDF Forms tab- Select " Add PDF " to add forms to the estimate

When the customer accepts

Change the estimate's status to Accepted. Fieldwork creates a Work Order and stores it in the Work Pool, ready for you to schedule by dragging and dropping it onto the Calendar. Next, continue to Work Orders - Getting Started.