In Fieldomobify, you can create estimates for your customers. Then once an estimate is approved, you can convert the estimate to a work order. Finally, work orders can be converted to invoices. Follow the steps below for creating and approving an estimate. For more information on work orders, see Work Order. For more information on invoices, see Invoices.
Creating an Estimate
To create an estimate, follow these steps:
1. From the Jobs tab, select Estimates or directly form the Dashboard
Refer marked fields in below figure
A list of estimates will display. To work with an existing estimate, click the Actions menu in the far-right column to access the following actions: Edit, Approve, Archive, and Reject.
2. Click Create Estimate.
A Job Number will be automatically assigned to the estimate. The number will remain associated with this job throughout the entire estimate/work order/invoice process.
4. In the Customer/Prospect field, select Customer or Prospect.
is not present in the list, you can add it by by choosing first selection i.e. Add Customer/ Add
Prospect
5. From the Customer/Prospect drop-down menu, select the customer or prospect name.
6. In the Job Name field, enter a name for the job.
7. From the Contact drop-down menu, select the contact that you would like to associate with
the estimate.
8. From the Locations drop-down menu, select the location that you would like to associate
with the estimate.
9. From the Recurring drop-down menu, select Non-Recurring/ Recurring
10. In the Dates section, click in the Created On field to access a pop-up calendar. Select a
date for the creation of this estimate. The default is today's date.
11. Click in the Projected Start and End field to access a pop-up calendar. Select start and
end dates, then click Apply.
12. Click Save and Continue.
You will be prompted with preview estimate page
13. In the Short Description section, enter a summary that will appear on the estimate.
14. In the Scope of Work section, enter a scope of work that will appear on the estimate.
15. Click on Add new Canned Response which will prompt screen to add new Canned
Responses
From the Canned Responses drop-down menu, select the canned response (e.g. any
disclaimer) that you would like to appear on the estimate and click Insert.
16. In the Services section, select the service name and quantity that you would like to apply to
the estimate. Click Add to Estimate.
Click on Add new Service which will prompt screen to add new services
17. Click on Add new Material which will prompt screen to add new services.
The new material is added in the master list only if “Check to Add Material List “ is selected
In the Materials section, select the material name and quantity that you would like to apply to
the estimate. Click Add to Estimate.
You can review the details of the estimate in the Estimate Preview section.
18. Click Save and Continue.
19. If you want to email this estimate you need to enter email address of that person.
20. If you would like to create directly Work Order, click Yes.
Approving an Estimate
If you did not approve the estimate as part of the estimate creation process, follow these steps to approve an estimate:
1. From the Jobs tab, select Estimates.
2. Click the Actions menu in the far right column for the estimate that you would like to approve(refer the second fig form starting).
3. Select Approve.
To convert the estimate to a work order, see Work Order.