Summary
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 their cockroach problem before signing you up; although, starting at an estimate is not a requirement.
Key Points
Create an Estimate depending on if 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
New Customer
Create a new customer. See Adding a New Customer - Getting Started
After filling in the information on the Location page (second page) click Save & Create Estimate
Existing Customer
From the Dashboard, type the customer's name in the search box to the right of Reports
Click the customer who wants the estimate
From the Service Locations tab, click View
Click Create a New...
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