Estimates

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

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 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