This article will cover how a user would create an estimate from scratch for an existing property. Additionally, we will cover how a user would create an estimate from an existing opportunity and how to create estimates in mass/bulk.
Once the user has logged into FieldCentral, they can either click on the + button in the quick action panel and then select “Create Estimate”.
(The user can also click the Main Menu, select “Sales & Est”, then Create Estimate).
For this article, we will be selecting “Create From Scratch”.
The “Create Estimate” window will pop up and the user will first search for the property they would like to associate with the estimate. Additionally, the user will provide an Estimate Title and select the service category from the drop down before clicking “Save”.
Tip: “Estimate Title”: Commonly, this is the estimate template name plus the active year
Once the user clicks “Save” they will be directed to the Edit Estimate page. On the first tab (Details) the user will adjust the Date Range, Monthly Billing and other details as desired.
The user will then navigate to the "Work To Do’s" tab and select which they would like to include in this estimate.
The selected WTD’s will allow the user to adjust billing details for this estimate as desired. Additionally, the user can click the arrows on the right hand side to drop down additional pricing options for Labor, Materials and Flat Rate Items. Once all adjustments have been made, the user will click “Done”
If, however, there is already an existing opportunity within FieldCentral the user is able to create an estimate directly from that opportunity. To begin, the user will use the Main Menu button then click Sales & Est.
Select “Estimates & Opportunities”.
On the desired opportunity the user will click the eye icon which will open the existing opportunity.
From the existing opportunity the user will click the “Create Estimate” tab on the left hand side.
From here, the user will follow the previously outlined steps to create the estimate.
(Adjust Date Range, Monthly billing, and other details about the estimate)
(Click the Works to Do tab on the left hand side and toggle the desired WTD’s adjusting pricing as needed)
Check out the short video!