Creating an Estimate on the Worker App
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Best Suited for:
- Field techs generating estimates on-site
- Users needing to create and dispatch estimates from a mobile device
Important Information:
- Estimates are created by tapping the blue + button in the lower right corner
- Arrival time, duration, and category may be required depending on "Company Preferences"
- A dispatch message can be sent upon estimate creation
Strategic Workflow:
- Start by tapping the + button and selecting Estimate
- Use the Dispatch tab to send a message if needed
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Leverage estimate options to convert opportunities on-site
Step-by-Step Instruction:
- Tap the blue + button in the lower right corner
- Select Estimate
- Tap the + beside Customer to create a new customer or select an existing customer
- Tap the + beside Service Location to add or select a location
- Confirm or update the Date (defaults to today)
- Choose the Start Time and End Time
- Enter Duration of the estimate
- Select a Category (may be required based upon "Company Preferences")
- Add a Referral Source (if applicable)
- Enter the estimate Description
- Fill in estimate custom fields (if applicable)
- Review or change the assigned technician (defaults to you; can be changed after estimate creation, if permissions allow)
- Tap the Dispatch tab to send a message to the technician
- Choose a template
- Select recipient
- Add Tech Notes
- Enable Dispatch Via Text Message if needed
- Tap Create Estimate to save
Additional Resources: