Generate an Estimate
An estimate is used to generate a service and/or product proposal that may or may not be accepted by the customer and become an Order.
An Estimate is generated from a Lead as follows:
1. In the left menu, select Leads ;
2. Click on the Lead number, below the # column ;
3. Click Estimate .
1. In the left menu, select Estimates;
2. Click on Add Estimate;
3 . Add a Lead and click Save&Estimate .
Steps to generate an Estimate:
Step 1 - Step 1:
- Fill in the information with general budget data.
Tip: If the Sale Person is not registered, you can register it by clicking on
- Click Next: Schedule .
Step 2 - Schedule:
The Schedule is not required.
- Click on the Worker and drag it, with the left button pressed, to the desired date and time.
Tip: The Remove After Drop option , in the lower left corner, is used to exclude the Worker from the list, after scheduling.
Tip: Check Send Confirmation to Customer to send an email to the customer with appointment confirmation.
- Click Next: Measurements .
Step 3 - Measurements:
- click on Add area.
- Fill in the areas and their respective measurements.
- (Optional) Repeat steps 1 and 2 for the other areas.
- Click Next: Items .
Step 4 - Items:
- At the top, select the tax rate used and the taxpayer.
- Enter the product, quantity and discount amount. The system calculates the other fields based on the measures entered.
- Click Save.
Tip: To add a new area click on + Add Area Group at the bottom left.
Tip: Product registration can be done by clicking on New Product +in the right product field.
Tip: Measurements can be viewed by clicking on See Measurements .
Tip: Suggestions for related products appear in Suggestions.