Estimates
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      How to set up different estimate options

      This function enables you to set up different pricing options for an estimate – useful for example in a case where you want to present a good, better, best estimate.

      Steps: 

      1. Create an estimate
      2. Select Settings dropdown and click on Options.
      3. The Estimate Options page will appear.
      4. Enter an Option Description for each option selected.

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      5.     Check the lines on the estimate that will vary based on the different quantities 

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      6.     Enter the UNITS and RATE for the variable rows

      7.     Select Preview hyperlink to view the report in a pdf form or Select Email                            hyperlink to send the report to the client via email

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      8.     Select SAVE or SAVE &CLOSE

      • To set an option as a default, Click the SET AS DEFAULT box and select SAVE.  This action will update the main estimate units and rates with the values from that option and can now approve the estimate as normal 

       

      • In addition to the Default Option, users can select up to 4 additional options for a total of 5 options to be displayed

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