You can complete an estimate on site. This will allow you to leave detailed feedback and create a professional document.
Watch a quick video showing you how to complete an estimate
Or read how to complete an estimate
- Click the menu icon (3 horizontal lines) in the top left corner
- This will open the menu. Click View diary. Find the estimate you would like to complete. Click Accept when you have read the details of the estimate and you agree to carry out these works
- Click Travel when you are on your way to the property
- Click Arrive when you have arrived at the property
- Click QA or Fill in estimate at any time when you are at the property.
- You will see 2 options. Click Fill in estimate
- You will see a page with information of the estimate. Click into each section to edit the information, Click Save after you have entered information.
Please view the video above for a clearer view of each section with information being added
You can click the Quick links at the bottom of the page to add an option to the estimate. This will allow you to create two estimates for the same job. This will allow the customer to have a choice.
- When you have finished the estimate click the Back in the top left corner to go back to the main page. Here you can click Leave if you have completed everything