Folder - Estimates

TIP: The number on the Estimates tab shows the total dollar amount of all estimates in the folder. You can import multiple estimates into the same folder—for example, both an Insurance Claim Estimate and a Customer Pay Estimate for one repair.

Setting Primary Estimates

The folder automatically sets the first estimate as the Primary Estimate. To change it, select the desired estimate line and click the "Set as Primary Estimate" button. The new primary estimate will show a blue "1" icon next to its 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 the transaction permission "Customer Amount Edit", you can edit the Customer’s responsibility portion of the total amount.

For example, if the customer deductible is currently $500 but they will pay $750 instead, you can update the amount to $750. This will reduce the Insurance Company’s responsibility by $250 accordingly.

The A/R tab, printed Estimate, Invoice, and Customer Statement will all update automatically to reflect the new payment distribution.