Options Estimates give your customers the flexibility to choose between multiple services in one quote. This is perfect for upselling, offering service tiers, or presenting alternative pricing. In this guide, you’ll learn how to create and send an Options Estimate inside QuoteIQ.
Prefer a video?
This is a preview of an Options Estimate from the customer's view.
They simply check the box next to the service and the price for selected services is totaled at the bottom.
Step 1: Open the Estimates Tab
From your Dashboard, click the Estimates tab at the top of the screen.
Step 2: Click "+ Create Estimate"
In the top right corner, click + Create Estimate
Step 3: Select Your Customer
Choose the customer for the estimate from your Contacts List, or create a new one if needed.
Step 4: Choose "Options Estimate" Type
Below the customer info, locate the Estimate Type dropdown and select Options Estimate
Once selected, press Next.
Step 5: Select Services to Include
Pick the services you want to offer as options. These will each appear as separate checkboxes on the customer's estimate.
Once you've selected the services you want included, press Next.
Note: Selected services will have a red dot appear above the dropdown arrow.
Step 6: Edit the Options Estimate
Make any necessary edits or changes to the services you've selected by pressing the Pencil Icon to the right of the service name.
Add In Additional Estimate information:
Add In Additional Estimate information:
Discounts
Deposits
Taxes
Toggle (ON/OFF) Online Self-Scheduling
Toggle (ON/OFF) Required Signature
Terms and Conditions
Client Message
Photo(s)
Footer
Once you're satisfied and ready to move on, press Proceed
Step 7: Share the Options Estimate
In the Preview screen, press the Share button and choose your method of sending the estimate to the customer and send the Options Estimate.