Estimate checklists makes it easy to create an estimate in real time as you evaluate the piano. A checklist is a custom sorted copy of your service items that makes it easy to quickly add services (and groups of services) to an estimate.
Using checklists is easy:
Step 1: Custom sort your services in a checklist.
Step 2: Tap the services that apply.
Step 3: Quickly build estimates that sell.
You should be able to build the majority fo your estimates using two checklists: "Field Service Checklist" and "Rebuilding Checklist". While these two checklists should cover the majority of your needs, you may want to further segment your checklists in the following ways:
- Field Service Checklist
- Rebuilding Checklist
- Grand Piano Checklist
- Vertical Piano Checklist
- Spinet Piano Checklists
- Institutional Piano Checklist
The point of the checklist is to customize your service items (and group names) to fit the needs of a specific group of customers. You want to have a few broad categories of checklists that apply to most situations. You don't want to have so many checklists that you can never remember which one to use, or have checklists with overlapping services.