Creating a New Estimate
As a sales person, more than likely, you will be creating estimates for your customers. We do not want you to have to struggle with going into the Estimates section, clicking the “Add New,” and enter all of the customer information after you already created a sales project. No worries! You can generate estimates for sales project straight from the project itself! Also, you can process that estimate into a work order all without having to leave the Leads section. Follow the steps below to create an estimate from an existing sales project.
- From the Leads section scroll down the Sales Projects section and click on the project you wish to generate an estimate for.
- Edit any of the project details. NOTE: You can edit customer details in the Estimate and Jobs section, if it changes at these points.
- Scroll to the bottom and on the right-side click the “Create Estimate” button. A pop-up box may appear asking you to select the appropriate Estimate form.
- Begin adding the Estimate details, including any notes or materials. NOTE: The customer information should auto-populate.
- After you have entered all of the Estimate details go to the bottom and select either the “Open in reporting,” “Preview,” “Save and close,” or “Save and send.”
- Open in reporting will produce the estimate from the Estimate report you have in NetDispatcher
- Preview gives you a print preview look while using NetDispatcher’s default Estimate report
- Save and close will save and close this estimate and take you back to the project information
- Save and send will save and send the estimate to the email(s) of your choice
- To turn the estimate into a work order hit the “Save and close” button. This will take you back to the project information.
- Click the “Edit estimate” button.
- Scroll to the bottom and click on the white arrow on the “Save and close” button. A list will appear.
- Process – process the estimate into a work order without signifying whether it was won or lost
- Mark as lost – mark the project as a loss
- Win and process – mark the project as a win and process estimate into a work order
- Save and send will save and send the estimate to the email(s) of your choice
- Click either “Process” or “Win and process.”
- A pop-up box will appear asking you to select the appropriate job template.
- Click “Continue.”
After you click “Continue” you will begin entering the job details, if the estimate had not already filled those fields out.
To create an estimate from scratch all you need to do is go into the Estimate section, click “Add New” and enter the appropriate information.