Once a lead comes in, it has to be estimated properly before it becomes a workorder. An estimate is based on multiple factors like the type of service(s) ordered, the equipment needed, the crew involved etc.

To proceed to the estimate, first search for the lead - either through the live search, or the leads list/ leads map:



Next, click on the "leaf" icon in the Action column:



Visualizing the location for the work is an optional feature, but it may be a good help for the crew on site. If you're up to it, click to expand the Project Scheme section:



Mark the location of the work on the map. Click on Create Screen to add the specifications for the location:



Drag and drop the icons to illustrate the place:



Tip: double-click the icon to delete it from the scheme. To learn how to add own icons, see the article here: Adding and managing the items for the project scheme

Go ahead and describe the work, also choose the equipment and the crew:



The price gets calculated automatically according to the estimated time of work, the MHR rate and the markup being set. To use the calculated value, press the button here:



An estimator can tweak the pricing to cover expenses and risks. This can be done by adjusting the markup percentage or simply entering the new amount in the green box:



Tip: to add an additional service, click on the button:


If you are estimating multiple services in a single estimate, make sure to go through the steps above for each of them. The total estimate price you receive in the end will include all the services you specified.
Was this article helpful?
Cancel
Thank you!