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- Managing Leads & Inquiries
- Adding Customer Inquiries
- Lead Capture Form
- View Inquiry Details
- Edit Inquiry Details
- Deleting Inquiries
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- Booking Management
- Create a New Booking
- Managing Existing Bookings
- Edit Booking Details
- Repeat / Recurring Bookings
- Delete Bookings
- Export Booking as PDF
- Booking Timeline
- Booking History Log
- Fieldworker Availability Finder
- Nearby Bookings Locator for Proximity Scheduling
- Allocate Multiple Fieldworkers to Booking
- Manage Fieldworker Payment for Bookings
- Setting Fieldworker Payment Per Service
- Accept Booking Request On Behalf of Fieldworker
- Admin Approval for Fieldworker Changes
- Manual Push to Google Calendar
- Claim Booking Ownership
- Contact Fieldworker Regarding Booking
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- Creating New Quotes
- Edit Quote Details
- Edit Quote Number
- Claiming Quote Ownership
- Export Quote PDF
- Deleting Quotes
- Manage Quote Follow Up Date
- Adding Issues / Complaints to a Quote
- Adding Labels to Quotes
- Adding Attachments to a Quote
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- Invoice & Billing Management
- View Invoice Details
- Export Invoice as PDF
- Edit Invoice Breakdown
- Change Invoice Number
- Add a condition report to an invoice
- Contact Customer
- Contact Fieldworker
- Pause/Resume emails
- Pause/Resume SMS messages
- Send an invoice to a customer
- Preview an invoice statement
- Send a pay statement to a customer
- View Invoice Payments
- Add Payment to Invoice
- View Invoice Refunds
- Add Refund to Invoice
- Managing Invoice Due Dates
- Convert Invoice to Draft
- Convert an Invoice to Void
- Add Complaint to an Invoice
- Add a condition report to an invoice
- View an invoice discussion
- Add a comment to an invoice discussion
- Add a label to an invoice
- Attach a file to an invoice
- Claim ownership of an invoice
- Import new payments
- Assigning Unknown Payments to Invoices
- Removing Incorrectly Matched Payments
- Edit assigned invoice for a payment
- Merge and combine invoices
- Locking / Unlocking Merged Invoices
- Deleting invoices
- Managing Fieldworkers
- Fieldworkers & Subworkers
- Managing Fieldworkers Lists
- Fieldworker Booking Summary
- Fieldworker Activity Log
- Adding Fieldworkers
- Edit Fieldworker Details
- Update Fieldworker Profile
- Manage Fieldworker Profile
- Fieldworker Email Verification
- Update Fieldworker Bank Details
- Add/Remove Services to Fieldworker Profile
- Set Fieldworker Travel Radius
- Fieldworker Working Hours
- Manage Fieldworker Calendar
- Activate/Deactivate Fieldworkers
- Blocking / Unblocking Fieldworkers
- Contacting Fieldworkers
- Sending Emails to Fieldworkers
- Sending SMS to Fieldworkers
- Fieldworker received SMS messages
- Sending Messages to Fieldworkers via App
- Sending Messages to Fieldworkers Regarding Booking
- Fieldworker SMS Log
- Fieldworker Email Log
- Business Email Authentication
- Viewing company information
- Upload company logos
- Adding multiple trading names
- Adding custom location
- Add an invoice logo
- Industry label
- Add a new API
- Google Calendar Integration
- Google Maps API integration
- Display Google Reviews
- Terms and Conditions
- Booking Location Types
- Managing Services Offering
- Creating a New Service
- Managing Service Categories
- Implement Bulk Discounts / Volume Pricing
- Location-Based Price Zones
- Creating a Service Package
- Managing Products List
- Creating Custom Fields
- Grouping Custom Fields
- Custom Field Types
- Introduction to Custom Fields
- Short Text Input (Text Field)
- Long Text Input (Text Box)
- Date Selection Input
- Time Selection Input
- Increment/Decrement Button (+/-)
- On/Off Selector (Toggle)
- Single Choice Button Display (Button Group)
- Single Choice Selector (Radio button)
- Single Choice Selector (Dropdown)
- Single Selection List Option Field
- Multi-Option Selector (Checkbox)
- Multi-Option Checkbox Button (Checkbox)
- Signature Custom Field
- Custom Field Value Addition
- Adding a New Booking Status
- Creating Forms & Checklists
- Adding a New Complaint / Issue Status
- Creating a New Image Type
- Adding Images to Bookings
- Adding a new lead source
- Adding a new complaint type
- Property Type List
- Creating a new label
- Adding period required field to your inquiry form
- Adding a new reject booking question
- Fieldworker permissions
- Add a Starting Number to Bookings, Quotes, Invoices, and Inquiries
- Job Fieldworker Assignment Methods
- Customer Dependents / Customer Properties<
- Importing Customer Dependents
- Forms & Checklist Introduction
- Setting Up Forms & Checklists
- Forms & Checklists Usage
- Forms & Checklists Fields Types/Elements
- Forms & Checklists: Use Cases
- Fieldworker Profile: Fieldworkers Custom Fields
- Customer Profile: Custom Fields
- Booking Settings Configuration
- Date and Time Preferences
Edit estimate details
It’s important that the estimate details are correct to ensure that the customer is quoted the correct amount for the service they require. To edit an estimate:
- Go to the estimate
- Click Estimate at the top right of the page
- Select Edit
- Enter the correct information
- Click Save Changes
