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.
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