As soon as you click Create Estimate, your customer will receive an email letting them know they have a new estimate from your business.
Review process
- Your customer must click the View Estimate button.
- The details of your estimate will appear in a web page.
- Once approved, the estimate automatically becomes a project. If there are questions or changes are needed, your customer should reach out to you to discuss.
Resend with changes
If you need to make any changes to an estimate, it is easy to edit and resend.
- Go to Project Estimates and locate the correct estimate in the list.
- Click the magnifying glass to view details.
- Change the Estimate Name = click the edit icon at the top of the page, make the necessary changes, and save.
- Add or change a Start Date = click the edit icon next to the start date, add/edit the date, and save.
- Edit items = click the edit items button, make the necessary change, and click Update Estimate.
- When all items are updated, click Resend for Approval in the upper left corner of the page.
Customer Approval
Approving an estimate automatically converts the estimate to a project and moves it over to the Active Projects tab.
- If a down payment is required, the estimate includes a payment form. Your customer can select a saved payment method or enter a new payment method. One button submits the payment and approves the estimate.
- If no down payment is required, the customer must view the estimate and click the button to approve it.
- You will receive an email notification letting you know the project has been approved.
- If you receive verbal or written approval from your customer, you can manually approve the estimate on their behalf.