Summary
Estimates are typically the first step in generating new business. Customers want to know how much it will cost to get rid of their cockroach problem before signing up; however, an estimate is not required.
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 Add 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 "More."
Click the customer who wants the estimate
From the Service Locations tab, click View
Click Create a New... in the upper right of your screen
Click Estimate
6. Enter the Name, Billing Address, and Main Location
7. Enter the date the estimate was Issued on, the date the estimate Expires, the PO#, and the Marketing campaign.
8. 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 in percent, and the Tax.
9. Click on the Schedule tab
Select a Technician
Enter the Start date
Enter the Start Time
Enter the Duration
Once the customer accepts your estimate, change the estimate status to Accepted. A Work Order is created and 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