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18 results
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09-21-2023
02:13 PM
Can multiple estimate templates be selected and combined when creating a new estimate?
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Estimate Templates
09-18-2023
11:35 AM
1 Kudo
Can you automate estimates to resend to customers after a certain number of days if they haven't accepted?
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Office Estimates
06-20-2023
09:09 AM
3 Kudos
ST should have a way of making "opportunity estimates" without having to link it to an appointment (date, arrival window...). For example if I am bidding a commercial job off of a spec and b...
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Office Estimates
by
LaurenHualElect
in Estimates
05-12-2023
10:33 AM
05-12-2023
10:33 AM
Help! We can't use the invoice closeout on the project level since the newest update. Our new construction dept estimates and invoices on the project level instead of on the job. However, none of o...
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04-07-2023
07:12 AM
Yall. I'm dying.
When I build an estimate for sales and then sell it and move it to a job right. The price goes with.
Then I make PO's to order the equipment, when I receive it it tot...
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Estimates
01-24-2023
12:31 PM
What are the best price book practices for selling equipment installations like a water heater or A/C? Currently, we have a task covering the total labor, materials, and equipment price run throug...
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Estimates
