Creating Estimate Options on the Worker App
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Best Suited for:
- Field techs presenting multiple pricing or service options
- Field techs creating “Good, Better, Best” style estimates for clients
Important Information:
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:
- Open an estimate in the worker app
- Tap the Estimate tab
- Press the blue + button in the lower right corner to add a new option
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Rename the option if desired
- Scroll down to customize the option and add rates
- Repeat to add up to five options
- Use the preview button to display and swipe between options to showcase to the client
Additional Resources: