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