These are steps to create a NEW ESTIMATE (or "quote") to then send for approval from your customer.
From any main screen of the application:
- Click the (+) sign at the bottom and choose "New Estimate"
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
- 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.
- Customer view of Estimate that needs approval:
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.