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Estimates
Estimates
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37 articles in this collection
Written by
Luke Ehresman,
Timothy Barnes,
Nathan Ehresman
and 1 other
Estimates Overview
Estimates Overview
How can I easily put an estimate together?
Written by
George Buss
Updated over a week ago
What Is A Condition Report?
Understanding condition reports and how to use them to build better estimates.
Written by
Timothy Barnes
Updated over a week ago
Using Estimate Checklists
What is a 'Checklist' and how do I use one to build better estimates?
Written by
Timothy Barnes
Updated over a week ago
Creating Multi-Option Estimates
What is a 'multi-option estimate' and how does it help me build a better estimate?
Written by
Luke Ehresman
Updated over a week ago
Estimates Tips & Tricks
Evaluating The Performance Potential Of A Piano
How do I evaluate the performance potential of different types of pianos?
Written by
Timothy Barnes
Updated over a week ago
Writing Great Recommendations
How do I write great recommendations for my estimates?
Written by
Nathan Ehresman
Updated over a week ago
Writing Great Service Item Descriptions
How do I write great service item descriptions?
Written by
Luke Ehresman
Updated over a week ago
How To Use Estimates
How Do I Sort Items On An Estimate?
Sorting items and groups on items on an estimate.
Written by
Timothy Barnes
Updated over a week ago
How Do I Create A New Estimate?
Creating a new estimate.
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.
Written by
Timothy Barnes
Updated over a week ago
How Do I Add Photos To An Estimate?
Adding pictures to an estimate service item.
Written by
George Buss
Updated over a week ago
How do I Delete An Estimate?
Editing and deleting an estimate.
Written by
Nathan Ehresman
Updated over a week ago
How Do I Add A Note To An Estimate?
Adding notes to the entire estimate.
Written by
Luke Ehresman
Updated over a week ago
How Do I Archive An Estimate?
Archiving old estimates.
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.
Written by
Timothy Barnes
Updated over a week ago
How Do I Filter My Estimates?
Searching my open & archived estimates.
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.
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.
Written by
Timothy Barnes
Updated over a week ago
How Do I View An Expired Estimate?
Viewing an expired estimate.
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.
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.
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.
Written by
George Buss
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.
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.
Written by
George Buss
Updated over a week ago
How Do I Add Options To An Estimate?
Adding options to your estimates.
Written by
Timothy Barnes
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.
Written by
Timothy Barnes
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.
Written by
Luke Ehresman
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.
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.
Written by
Luke Ehresman
Updated over a week ago
How Do I Search For Past Estimates?
Searching for past estimates.
Written by
Luke Ehresman
Updated over a week ago
How Do I Print An Estimate?
Printing an estimate for a client.
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.
Written by
Nathan Ehresman
Updated over a week ago
How Do I Change The Next Estimate Number Used?
Editing the estimate numbering scheme.
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.
Written by
Timothy Barnes
Updated over a week ago
How Do I Send An Estimate To A Client?
Sending an estimate to a client.
Written by
Timothy Barnes
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.
Written by
Luke Ehresman
Updated over a week ago
How Do I Build My Own Checklists?
Understanding how to build your own estimate checklists.
Written by
Timothy Barnes
Updated over a week ago