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Estimates
+2
34 articles in this collection
Written by
Samantha Meyers,
Kayla Perrine,
Sara Trichell
and 2 others
Sales Representative Training Form
Here is a quick guide for anyone with Sales Representative permissions
Written by
Reece Santana
Updated over a week ago
Automatic Valuation Calculation for Minimum Valuation
How to add minimum valuation calculation and how the calculation works
Written by
Sara Trichell
Updated over a week ago
Pack Labor Overview
Newly added pack labor settings and how to use them
Written by
Sara Trichell
Updated over a week ago
Estimate Reverting Notification
The functionality of the estimate reverting notification, and how to turn this on.
Written by
Kayla Perrine
Updated over a week ago
Updating Labor Price Rates
Updating your hourly rates
Written by
Kayla Perrine
Updated over a week ago
Base Price
How to setup Base Price, and what the functionality is.
Written by
Kayla Perrine
Updated over a week ago
Job Status Meaning(s)
This will help explain what the symbol in the "little circle on the jobs" is trying to tell you, and how this changes with the job.
Written by
Kayla Perrine
Updated over a week ago
Adjusting Guaranteed Price Text
Written by
Kayla Perrine
Updated over a week ago
Adjusting Hourly Price Text
Written by
Kayla Perrine
Updated over a week ago
Multi-day Moves [One Invoice - multiple days]
For moves that consist of more than one day that you want to keep on one invoice.
Written by
Kayla Perrine
Updated over a week ago
Creating a New Estimate
Step 4 Pack Labor
How to add and calculate for your packing jobs
Written by
Reece Santana
Updated over a week ago
Creating an Estimate - Tab 1: "Move Info"
Written by
Kayla Perrine
Updated over a week ago
Room By Room Inventory
Adding inventory to each room
Written by
Kayla Perrine
Updated over a week ago
Creating an Estimate - Tab 2: "Itemized Inventory"
Written by
Kayla Perrine
Updated over a week ago
Creating an Estimate - Tab 2: "Percentage Inventory"
Written by
Kayla Perrine
Updated over a week ago
Creating an Estimate - Tab 3: "Materials"
Written by
Sara Trichell
Updated over a week ago
Creating an Estimate - Tab 6: "Quote"
Written by
Kayla Perrine
Updated over a week ago
Creating a New Event / Saving Your Estimate
Written by
Kayla Perrine
Updated over a week ago
Booking a Job
Booking a Job (Crew Schedule)
Written by
Kayla Perrine
Updated over a week ago
Multi-day Moves [Two Invoices - individual days
Multi-day Moves
Written by
Kenny Mannino
Updated over a week ago
Booking a Job (Fleet Schedule)
Written by
Kayla Perrine
Updated over a week ago
Re-scheduling & Cancelling Jobs
Rescheduling a Job
Written by
Kayla Perrine
Updated over a week ago
Cancelling a Job (Confirmation Window)
Written by
Kayla Perrine
Updated over a week ago
Cancelling a Job (Customer Profile)
how to cancel a job from the customer profile
Written by
Kayla Perrine
Updated over a week ago
Editing & Copying Estimates
Add an item on Page 2 of the estimate
How you can quickly add an inventory not found on your list on the fly
Written by
Reece Santana
Updated over a week ago
Editing an Estimate (Keep on Schedule)
making changes to an estimate
Written by
Sara Trichell
Updated over a week ago
Moving Jobs Between Branches
How to move a job from one branch to another
Written by
Sara Trichell
Updated over a week ago
Editing an Estimate (Remove From Schedule)
making changes to an estimate
Written by
Kayla Perrine
Updated over a week ago
Copying an Estimate
how to copy an estimate
Written by
Kayla Perrine
Updated over a week ago
Contact Information
Updating Related People / Customer Contact Info While Creating an Estimate
Written by
Kayla Perrine
Updated over a week ago
Estimate Request Form For Your Website
Short / Quick Estimate Request Form
Written by
Samantha Meyers
Updated over a week ago
Long / Full Estimate Request Form
Written by
Samantha Meyers
Updated over a week ago
Misc
Moving Hours and Crew Size Calculation
How Man Hour Calculations and Inventory combine to create your estimate's Moving Hours and Crew Size.
Written by
Sara Trichell
Updated over a week ago
Setting Up Default Estimate Notes
Written by
Sara Trichell
Updated over a week ago