Who This Is For
Role requirements for this guide
Everyone on your team can read every estimate. Anyone can start an estimate for a customer they can see. Only owners and admins can change the price book.
What You'll Accomplish
A priced estimate you can trust
An estimate lists the openings you measured on a job, each with a product from your price book. The price is worked out from the price book every time you save, with whole cents and tax rounded once, so two people pricing the same measurements always get the same total. Each save is a new revision; earlier revisions are kept exactly as they were.
Step-by-Step Walkthrough
From measurements to a saved estimate
Start an estimate
Open Estimates from the Sales menu and click New estimate, or click New estimate in the Estimates section of a customer's page.
Pick the service type and the customer. Both stay with the estimate from its first save.
Add the openings
Click Add opening for each thing you measured. Give it a Room, pick a Product, and enter its Size in inches: width and height for items priced by the square foot, a length for items priced by the linear foot, and no size for items priced each.
Set the Count when you have several of the same thing. The quantity next to it shows what the price book will charge for.
The total updates as you type. A row whose product has no price in the price book shows Needs a price, and the estimate is not priced until it has one.
Save a revision
Click Save. The saved total is the one your workspace worked out, and it is final. To change an estimate later, edit the rows and save again: that makes the next revision.
If someone else saved a newer revision while you were editing, your save does not go through and your rows stay on screen. Reload to see their revision.
Compare with the last revision
On an estimate with more than one revision, open the tools panel and choose Compare to see both totals, the change, and which rows were added or removed.
The Price Book
For owners and admins
Open Price book from the tools panel on Estimates. Each service type has its own versions. Click New version to add your products, their prices, the waste allowance and the tax rate; it is saved as a draft. Click Activate on a draft to start pricing new estimates with it. The version it replaces is retired.
Tip
Pro Tip
Revisions are part of the record
Tip