You can fill in an estimate by adding an introduction, body, prices, invoicing etc. These can be completed within viewing the estimate.
Once you have completed the estimate, it will turn into a job and you can book this into the diary for completion by an engineer at a later date.
You will need to have some estimate templates set up if you want to create estimates quickly. Click here to see how to add and configure estimate templates
Note: When an Estimate has 0 quantity/price items, these will be shown in the PDF sent to the customer at the estimate stage, but when this estimate gets converted to a job and is invoiced, the line items will be brought across, minus the ones with 0 quantity.
How to fill in an estimate
- Find the customer/work address with the estimate you would like to fill in. Click 'View' next to the estimate.
- You will then see a page with all of the details of your estimate
- Use the navigation on the left of the screen to see each section of the estimate. Fill in the fields as required
This page shows the details of the estimate. It shows the date, description, notes for engineer and the diary events listed for this estimate. You can edit this information by clicking edit in the top right corner. You can add a diary event to this estimate on this page too
This page shows the introduction for this estimate. This can be manually typed into this box, or you can set this up within system settings Click here to see how to add and configure estimate templates
This page shows the estimate body. This can be manually typed into this box, or set up within system settings Click here to see how to add and configure estimate templates
This section means you can add parts into the estimate and these will be taken through to the job once accepted. To see more information on this, please use this guide: Estimate parts
This page allows you to set how you would like the price to be displayed. You can choose between: no breakdown, breakdown by category, full breakdown, or full breakdown by category.
No breakdown: One line item with the total price included.
Breakdown by category: Split the invoice by labour and parts.
Full breakdown: Split the invoice into individual line items.
Full breakdown by category: Split the invoice into line items, grouped by category (for example, labour or parts).
This page allows you to set when you would like to receive payment for your invoices. You can choose to take payment upfront, upon completion of the job, or your choice of how many months after completion,. You can also split the payment.
If you are splitting payment between these, you can type in the price for each section, or you can type a percentage (number followed by a % sign e.g 25%) and the system will automatically calculate this and enter it in the box.
Send to customer:
This page shows you the estimate as it will be sent/printed. It will show you a preview of the document. From here you can email, print, or print and post it. You can also attach terms and conditions.
This page allows you to select whether the customer has accepted/rejected the estimate. This will turn the estimate into a job.
In the top right corner, you will see quick links, here you can add an additional option to the estimate. This can be useful if a customer wants a quote for two different boilers for example. You can also clone the estimate if you are only changing a few details. You can delete the estimate here.