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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
- Delete a Quote
- 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
- Edit Invoice Breakdown
- Change Invoice Number
- Convert Invoice to Draft
- Convert an Invoice to Void
- Claim ownership of an invoice
- Deleting invoices
- Add Condition Report to Invoice
- Add Complaint to an Invoice
- Add Label to Invoice
- Attach File to Invoice
- Export Invoice as PDF
- View Invoice Payments
- Add Payment to Invoice
- Import new payments
- Assigning Unknown Payments to Invoices
- Removing Incorrectly Matched Payments
- Edit Assigned Invoice for Payment
- Managing Invoice Due Dates
- 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 Industry label
- Fieldworker Email Verification
- Update Fieldworker Bank Details
- Add/Remove Services to Fieldworker Profile
- Fieldworker Travel Radius
- Fieldworker Working Hours
- Manage Fieldworkers Calendars
- 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
- API Integrations
- Google Calendar Integration
- Google Maps API integration
- Display Google Reviews
- Terms and Conditions
- Booking Location Types
- Fieldworker Industry label
- 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
- Manage Booking Status List
- Adding a New Complaint / Issue Status
- Manage Issue / Complaint Types
- Manage Lead Sources List
- Manage Decline Job Request Form
- Property Type List
- Create and Manage Labels
- Creating Forms & Checklists
- Forms & Checklist Introduction
- Setting Up Forms & Checklists
- Forms & Checklists Usage
- Forms & Checklists Fields Types/Elements
- Forms & Checklists: Use Cases
- Booking Settings Configuration
- Job Fieldworker Assignment Methods
- Add a Starting Number to Bookings, Quotes, Invoices, and Inquiries
- Adding period required field to your inquiry form
View estimate details
Users can view all of the information related to an estimate. This includes the customer information, location, services required, quoted price, available technicians and contact history. To do this:
- If you have the estimate number (starting with EST-), enter it in the search bar to locate the estimate
Alternatively,
- Go to Estimates
- Select the type of estimate you wish to view or click All Estimates
- This will show an overview of each estimate, click the EST number to view an estimate in more details
