Selling Estimates - POS

New Contributor III

Doe anyone have ideas about selling estimates on POS?  For example, we are primarily a service and install company, but we do have a number of sub-dealers who buy doors over-the-counter from us.  Typically they get an estimate from us.  Then, when their customer approves it, they order the door.  The only way i can figure out how to process the estimate is to turn it into a "job" and then click "dispatch" "arrive" and "complete" in order invoice it.  Is there a simpler way to crank out Furnish-only jobs?


New Contributor

This is one of our problems too!  I believe we've found a work-around but it is frustrating.

New Contributor III

There is a way to turn on building estimates from the office. It shows up on the call screen, you have to have your CSM or CSM team turn it on for you

New Contributor II

We wholesale to other door companies and parts OTC.  We had a backend feature that they turned on for us so that we can create just an invoice for the customer.  We can not just process an estimate into a invoice.  We mark the estimate as sold and copy everything to an invoice.