Creating Estimate Options on the Worker App

Best Suited for:

• Field techs presenting multiple pricing or service options
• Field techs creating “Good, Better, Best” style estimates for clients

Important Information:

• Estimate options can only be created after the initial estimate is saved
• You can create up to five different options within a single estimate
• Each option can be renamed for clarity
• Options can be customized with different rates and details
• Easily duplicate existing options

Strategic Workflow:

• Use estimate options to present tiered service or pricing choices
• Add options within the Estimate tab and using the blue + button
• Customize each option with specific line items and rates
• Rename options to reflect their purpose or tier
• Use "Presentation View" to showcase options to clients

Step-by-Step Instruction:

1. Open an estimate in the worker app
2. Tap the Estimate tab
3. Press the blue + button in the lower right corner to add a new option
4. Rename the option if desired
5. Scroll down to customize the option and add rates
6. Repeat to add up to five options
7. Use the preview button to display and swipe between options to showcase to the client

Additional Resources:

• Duplicating and Renaming Estimate Options on the Worker App
• Creating an Estimate on the Worker App