Estimates

Luke Ehresman avatar Timothy Barnes avatar Nathan Ehresman avatar +2
38 articles in this collection
Written by Luke Ehresman, Timothy Barnes, Nathan Ehresman and 2 others
How To Use Estimates

How Do I Archive An Estimate?

Archiving old estimates.
Nathan Ehresman avatar
Written by Nathan Ehresman
Updated over a week ago

How Do I Edit The External URL On My Service Items?

Editing the external URL on each of your service items.
Timothy Barnes avatar
Written by Timothy Barnes
Updated over a week ago

How Do I Edit The Education Text Of An Estimate Item?

Editing the educational text for your service items.
George Buss avatar
Written by George Buss
Updated over a week ago

How Do I Edit My Estimate Email Template?

Editing the email template that goes out to clients when I send them an estimate.
Timothy Barnes avatar
Written by Timothy Barnes
Updated over a week ago

How Do I Migrate My Service Items From The Old Condition Reports Settings?

Migrating old condition report service items to the new 'Estimates' feature.
George Buss avatar
Written by George Buss
Updated over a week ago

How Do I View An Expired Estimate?

Viewing an expired estimate.
Luke Ehresman avatar
Written by Luke Ehresman
Updated over a week ago

How Do I Change My Hourly Rate?

Changing your hourly rate used to calculate hourly services.
Nathan Ehresman avatar
Written by Nathan Ehresman
Updated over a week ago

How Do I Change Who Receives Questions From My Clients About My Estimates?

Changing the person(s) who receive questions about your estimates.
Luke Ehresman avatar
Written by Luke Ehresman
Updated over a week ago

How Do I Add A Note To An Estimate Option?

Adding notes to individual estimate options.
George Buss avatar
Written by George Buss
Updated over a week ago

How Do I Create A New Estimate?

Creating a new estimate.
Stephanie Rose avatar
Written by Stephanie Rose
Updated over a week ago

How Do I Add A Piano's Profile Picture To My Estimates?

Adding a profile picture of a piano to your estimates.
Timothy Barnes avatar
Written by Timothy Barnes
Updated over a week ago

How Do I Change The Expiration Date Of An Estimate?

Changing the expiration date of an estimate.
George Buss avatar
Written by George Buss
Updated over a week ago

How do I add options to an estimate?

Adding options to your estimates.
Timothy Barnes avatar
Written by Timothy Barnes
Updated over a week ago

How do I add a note to an estimate?

Adding notes to the entire estimate.
Luke Ehresman avatar
Written by Luke Ehresman
Updated over a week ago

How Do I Change The Client (or Piano) On An Estimate?

Changing the client and/or piano associated with an estimate.
Stephanie Rose avatar
Written by Stephanie Rose
Updated over a week ago

How Do I Choose A Default Estimate Option To Display First?

Setting which estimate option to display to your client by default.
Nathan Ehresman avatar
Written by Nathan Ehresman
Updated over a week ago

How Do I Send An Estimate As A .PDF

Sending, printing, or downloading an estimate as a .pdf.
Luke Ehresman avatar
Written by Luke Ehresman
Updated over a week ago

How Do I Search For Past Estimates?

Searching for past estimates.
Luke Ehresman avatar
Written by Luke Ehresman
Updated over a week ago

How Do I Print An Estimate?

Printing an estimate for a client.
Nathan Ehresman avatar
Written by Nathan Ehresman
Updated over a week ago

How Do I Add A Recommendation To An Estimate?

Adding a recommendation to an estimate to help direct the client to a better choice.
Nathan Ehresman avatar
Written by Nathan Ehresman
Updated over a week ago

How Do I Change The Estimate Number?

Editing the estimate numbers
George Buss avatar
Written by George Buss
Updated over a week ago

How Do I Add A Condition Report To An Estimate?

Adding a condition report to an estimate to help the client understand their piano.
Stephanie Rose avatar
Written by Stephanie Rose
Updated over a week ago

How Do I Allow Online Scheduling For Estimate Items?

Understanding how to allow certain services to be scheduled online directly from an estimate.
Luke Ehresman avatar
Written by Luke Ehresman
Updated over a week ago

How Do I Send An Estimate To A Client?

Sending an estimate to a client.
Timothy Barnes avatar
Written by Timothy Barnes
Updated over a week ago

How Do I Build My Own Checklists?

Understanding how to build your own estimate checklists.
Timothy Barnes avatar
Written by Timothy Barnes
Updated over a week ago

How Do I Add Items To An Estimate?

Adding items to an estimate from a checklist, service library, master service list, or manually.
Stephanie Rose avatar
Written by Stephanie Rose
Updated over a week ago

How Do I Convert An Estimate To An Invoice?

Converting an estimate (or part of an estimate) into an invoice.
Luke Ehresman avatar
Written by Luke Ehresman
Updated over a week ago

How Do I Edit/Delete An Estimate?

Editing and deleting an estimate.
Nathan Ehresman avatar
Written by Nathan Ehresman
Updated over a week ago

How Do I Add Photos To An Estimate?

Adding pictures to an estimate service item.
George Buss avatar
Written by George Buss
Updated over a week ago