Estimation using Flat Rate

Adding an Estimates

Go to the Estimates page. Tap on the Add or + button at the top right.

Select a Customer

• Choose an existing customer from the list, or use the search bar to find them.
• To add a new customer, tap the + icon.

If the customer has multiple service locations, select the appropriate location from the list.

Describe the Estimate

• Enter a description for the estimate and tap the arrow icon to continue.

Add Flat Rate Items to the Estimate

To add flat rate item/s, tap on the Add Item.

After tapping on the Add Item, it will direct you to the Pricebook Category list.

From here, there are two options, either you go through each of these categories and its subcategories to get to the flat rate items, or you can tap on the List Items.

By tapping on the List Items, it will show you all flat-rate items regardless of their categories.

For now, let’s tap on List Items.

List Items – this will show you the list of all flat-rate items with their conditions, Prices, and Member Prices.

Price – Total price of the flat rate.

Member Price – Discounted price.

Tap on the flat rate item that you want to add to the estimate.

The Full detailed information of the item will open up.

Toggle on the button on the right side to add the flat rate item to the estimate.

Now that the flat rate item has been added to the estimate, you can adjust the quantity and the price.

If you need to add more items, tap on Add item.

When you are ready to proceed, tap the arrow icon at the top.

Once the required flat rate items have been selected, you’ll be directed to the Estimate Preview screen with the details of the part and prices.

If you need to add more items, just tap the Item button and add more items to the estimate.

Add tax or discount, it will give you the option to add tax or discount in percentage value or monetary value.

Notes – Type in Notes for Customer.

Save the estimate by clicking on the check icon on the top right.

Sign

Click on the sign button to have the customer sign the estimate.

Sign

After clicking on the sign, the signature pad will pop up. Place your signature and select if you want to perform the work now or later. Click on the check icon on the top right to save.

Perform work later – will mark the estimate as won and save it.

Perform work now – This will give you two options, create this estimate for a new job or add this as a task on an existing job.

Present Mode

Estimate presentation mode

Present Mode

This will let you compare your selection to other similar flat-rate items in the same categories.

Tap on select to add more items to the estimate.

Attach Picture to Estimate

To attach pictures to estimate, click on the Picture Tab. It will let you choose to attach pictures from the gallery or open your camera.

Click on the Check icon on the top right to save the estimate.

Save Estimate

The estimate will now be listed in the Estimate All and Draft List.