Estimates & Sales

Introduction

This article shows you how to create an estimate or quote from the Job Card page.

1 Opening the Jobs page

The first step is to find a specific job card.

1. Scroll up to the top of the page and locate the main menu bar.
2. Click Accounts. A drop-down menu displays.
3. Click Jobs. The Jobs page displays.

2 Finding a job

The next step is to open a Job Card.

1. On the Jobs page, click the Date box and then select a date range.
2. To locate a specific job, use a search filter (e.g. client name, client address, date, phone number).
3. Click Search. The Job Card you are looking for displays below the search box.

3 Opening the job card

With the Job Card on display, click View in the top right corner. The Job Card page displays.

4 Review job card services

With the Job Card page open, scroll to the top of the page and look for the Estimates & Quotes box. This box shows the number of written estimates or quotes on the job card, if any. The image below shows a job card with a $65 callout fee but no estimate or quote.

5 Opening the Estimate page

1. On the Job Card page, scroll up to the Estimates and Quotes box and then click the +Estimate button. The Estimate page displays.

6 Creating an Estimate

1. Scroll down and click New Service. The Select Trade box displays.
2. The Select Trade option should already be filled in with your industry name. If not, click the box and select your industry name from the drop-down menu.
3. Under Category, select the type of service to provide. A Sub-category of options displays.
4. Under Sub-category, select the service option for the job. The Services menu displays.
5. Under Services, select one or more options.
6. Click Add Services to save.

7 Creating a document

You’ve selected a service, or services, to offer the customer. Now you need to create an estimate document.

1. Scroll to the right side of the page. Enter a title for the document.
2. Toggle off the Callout Fee if you want to remove this fee from the estimate.
3. Review the services and prices.
4. Click the Pencil button to edit the service or price.
5. Click the X to delete the service.
6. Click Save.
7. Click Close to return the Job Card page.