Estimates
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      1. ClearGate & payup℠ Support Center
      2. Mobile App Support: payup℠
      3. Estimates

      Create and Send an Estimate

      These are steps to create a NEW ESTIMATE (or "quote") to then send for approval from your customer.

      Step 1

      • From any main screen of the application:

        • Click the (+) sign at the bottom and choose "New Estimate"

        plus-button-popup

      Step 2

      On the NEW ESTIMATE screen:

      • Select or Create a Customer
      • Select or Create a Service and/or Material
      • Attach an image or take a new photo (example: image of what's broken)
      • Click "Save" at the bottom

        new-estimate-form

      Step 3

      • Once the Estimate has been saved (created), a "Send" button will appear.
      • Click the Send button to send this estimate to the customer's email address, where he/she will be able to approve or reject. 

        sent-estimate
      • Customer view of Estimate that needs approval:

        estimate-sent-via-email

      TIP: Creating an Estimate does not automatically send the estimate to the customer. Once a new estimate is created, you will have the options to Approve, Reject, or Send (via email) the estimate.