Estimates can be customized and sent to your customers in print, in the body of an email, or as a PDF attachment.
Begin by clicking the activation checkbox in section 1.
In section 2, enter the length of time in days that you typically guarantee prices after providing an estimate. Your entry will be added to the date you create each estimate to determine the expiration date.
You will have the option of changing the expiration date on each individual estimate.
In section 3, you can establish your default prepayment policy for larger jobs. Simply check the box and enter the percentage of the total job cost that you require prior to starting the job. This too can easily be changed on individual estimates, if you wish.
In section 4, enter the terms and conditions to which your customers must agree to proceed with the work.
In section 5, enter your preferred authorization text that appears immediately above the signature line on the printed invoice.
Be sure to click Save Changes before you leave this page.
A separate video is available to show you how easy it is to create an estimate and to convert it to an appointment upon acceptance. Happy estimating!