Folder - Estimates

Related Documents

Manual Estimate

Invoice Estimates

Importing Estimates

Importing a Revised Estimate

The number on the Estimates tab is the total dollar amount of all the estimates on that folder.

You can import mulitiple estimates into the same folder. For example, you could have both an Insurance Claim Estimate and a Customer Pay Estimate on one repair. 

Setting Primary Estimates

The folder will automatically set the first estimate as the Primary Estimate. To change this, Select the line you wish to make your Primary Estimate and click the Set as Primary Estimate button. The new primary estimate will have a blue "1" icon next to the Status.

Removing and Re-Importing Estimates

Removing an Estimate 

To remove an Estimate, select the line and click the Red Trashcan button at the bottom of the screen.

Re-Importing an Estimate

If you make changes to an estimate in the estimating system, export it and then click the "Re-Import Estimate" button at the bottom of the screen. The latest version of your estimate will load into the Estimates tab. For more information, see Importing a Revised Estimate

Editing the Amount due from the Customer

On the summary section of the Estimates tab, if you have permission (Transaction Permission - "Customer Amount Edit", you will see that you can edit the Customer's responsibility portion of the total amount. For example, if the customer deductible is currently $500 but they are going to pay $750 of the total balance, you can edit the amount to $750, and the Insurance Company responsibility will be reduced by $250. The A/R tab, printed Estimate, Invoice, and Customer Statement will all be updated to show the new distribution..