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Estimates
Estimates
+2
29 articles in this collection
Written by
Samantha Meyers,
Kayla Perrine,
Casey Jackson
and 2 others
Estimate Reverting Notification
The functionality of the estimate reverting notification, and how to turn this on.
Written by
Casey Jackson
Updated over a week ago
Updating Labor Price Rates
Updating your hourly rates
Written by
Casey Jackson
Updated over a week ago
Base Price
How to setup Base Price, and what the functionality is.
Written by
Casey Jackson
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
Casey Jackson
Updated over a week ago
Adjusting Guaranteed Price Text
Written by
Casey Jackson
Updated over a week ago
Multi-day Moves [Two Invoices - individual days]
For moves that consist of more than one day that you want to invoice and bill the customer for each individual day.
Written by
Casey Jackson
Updated over a week ago
Adjusting Hourly Price Text
Written by
Casey Jackson
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
Casey Jackson
Updated over a week ago
Creating a New Estimate
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
Casey Jackson
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
Grace Edson
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
Casey Jackson
Updated over a week ago
Booking a Job
Booking a Job (Crew Schedule)
Written by
Kayla Perrine
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
Casey Jackson
Updated over a week ago
Cancelling a Job (Confirmation Window)
Written by
Casey Jackson
Updated over a week ago
Cancelling a Job (Customer Profile)
how to cancel a job from the customer profile
Written by
Casey Jackson
Updated over a week ago
Editing & Copying Estimates
Editing an Estimate (Keep on Schedule)
making changes to an estimate
Written by
Grace Edson
Updated over a week ago
Moving Jobs Between Branches
How to move a job from one branch to another
Written by
Grace Edson
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
Amanda Broyles
Updated this week
Setting Up Default Estimate Notes
Written by
Grace Edson
Updated over a week ago