Step-by-step Guide to Create an Estimate in Service Fusion

1) From your home screen, click the Create New button. Then select Estimate.

2) Under Customer, start typing either customer name, address, phone number, whatever info you have. This will produce a drop down menu that you can then select the appropriate account from. Once the correct account is selected, click Save.

3) Next, add the Job Description and scheduled time if specified.

4) Now you will need to fill out the Custom Fields. They are Permission to Enter, Pets Present, and finally Max Approval Amount. Fill these fields out to the best of your knowledge. Max Approval Amount will always be zero at this point. Then click the Create as Estimate button at the bottom of the screen.

5) Click the View Estimate Details button.You will then select the Add Service button towards the bottom of the screen.

6) You will need to select the appropriate service you are providing the estimate for. Select if it is installation or repair (or whatever category is appropriate). Click on Add/Edit Description. After all the information is properly entered, click Add This Service.

7) Now you will need to select the products that will be used. Click the Add Product button. Click on Supplies. Select the appropriate product. Select/edit price. You will need to put the total cost as the regular price and the quantity as 1. Once filled in, click on Add This Product.

8) Lastly you will need to email the estimate to the customer. Enter the email for the customer, select the Estimate Email - Standard template, and click send.