Using Estimate Checklists

What is a 'Checklist' and how do I use one to build better estimates?

Timothy Barnes avatar
Written by Timothy Barnes
Updated over a week ago

Estimate checklists makes it easy to create an estimate as you evaluate the piano. A checklist is a custom sorted copy of your service items that makes it easy to quickly add services to an estimate. 

Using checklists is easy: 

Step 1: Create a new estimate checklist in Settings > Estimates > New Checklist.
Step 2: Add the relevant items from your Master Service List to this Checklist.
Step 3: When creating an estimate use your new checklist to add items instead of searching for individual items in your Master Service List.

Step 4: When building an estimate use your checklist to add items.
Step 5: Add photos, a condition report, and edit each item as needed.

Step 6: Present your completed estimate to the customer.

You should be able to build the majority of 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 your specific needs. For example, ordering your checklist items so you can inspect every piano from the top-to-bottom and then front-to-back is a really efficient way to evaluate the mechanical needs of a piano. You can also group items into groups like Case, Action, Belly. In general 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.

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