Creating an Estimate on the Worker App

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
• Leverage estimate options to convert opportunities on-site

Step-by-Step Instruction:

1. Tap the blue + button in the lower right corner
2. Select Estimate
3. Tap the + beside Customer to create a new customer or select an existing customer
4. Tap the + beside Service Location to add or select a location
5. Confirm or update the Date (defaults to today)
6. Choose the Start Time and End Time
7. Enter Duration of the estimate
8. Select a Category (may be required based upon "Company Preferences")
9. Add a Referral Source (if applicable)
10. Enter the estimate Description
11. Fill in estimate custom fields (if applicable)
12. Review or change the assigned technician (defaults to you; can be changed after estimate creation, if permissions allow)
13. Tap the Dispatch tab to send a message to the technician
    1. Choose a template
    2. Select recipient
    3. Add Tech Notes
    4. Enable Dispatch Via Text Message if needed
14. Tap Create Estimate to save

Additional Resources:

• Creating a Customer on the Worker App
• Creating Estimate Options on the Worker App
• Duplicating and Renaming Estimate Options on the Worker App