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--- CLIP 3: Estimates ---

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[00:04:44]

Let's go back here to the CRM and go back to this client. We've now scheduled the appointment, and the salesperson goes out and meets with them, uploads any files, and we are ready to start on the estimate process. So you're going to click right here on estimate. It's going to pop up. Are you sure you want to move this to the estimate dashboard? Once you click yes here, this client is now going to live under estimates. So you'll see that John Smith is now here under estimates. It'll no longer be in the CRM, and that's done because we are only going to keep the clients in the CRM that are new leads, people you're never able to get in contact with, people you have appointments scheduled with, that type of stuff. Once you start writing an estimate for them, they show in estimates.

[00:05:31]

So this list stays organized of people you're actually writing an estimate for. So go ahead and click into the client. It'll take you to the estimate page, and now you can begin adding your line items. So when you go to add a line item, it's going to give you two options. You can do a blank line item or select from templates. Select from templates is going to show those templates that we previously pulled in from ZevBit Marketplace. You can always come here to ZevBit Marketplace and browse templates. And if you search for a template that you don't already have, it'll show ZevBit Marketplace, and you can add those to your account.

[00:06:11]

So that's how the templates will work.