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Create estimates, manage invoices, process payments and more!
Adding and managing the items for the project scheme
The project scheme section on the estimate page helps visualize the site for the crew. This is especially useful for complex workorders with several services involved and/or locations with multiple trees. Besides, you can mark potentially dangerous places on the site for the crew to avoid them. To leave the marks on the project scheme, first upload the item icons. These are small images which will help you and the crew to distinguish the services and locate the tree. They can be uploaded in the
Search for a client, estimate, invoice from anywhere on the site with the help of the live search feature. It allows you to perform a search even with the smallest bits of information at hand - first letters of a name, a house number etc. Live search is available in the header of each page of the tool. To see it work, start typing something in the field: You'll get a dropdown wit
How the estimate price is calculated
The cost of an estimate is calculated automatically based on the services and equipment you've selected. To ensure that the calculation is correct and consistent throughout all estimates, you should specify the following: price per hour for different employee roles (e.g. groundsman/ climber etc); price per hour for the equipment and vehicles (e.g. pickup truck, wood chipper etc); the service markup. To set the hourly rate for an employee role, expand the Personnel section, then cl
Updating the status of an estimate
Lead an estimate through the sales funnel by updating its status according to the stage it's on. By default, a newly created estimate is in the "New" status. This can be changed to "Sent for approval", "Confirmed", "Expired" etc. To achieve that, first locate the estimate in question: with the help of the live search; from the Estimates list on the sidebar; on the client's profile. Then, click on the "eye" icon to view
Crew management: employee roles and rates
Decide which teams will be performing the services on site and set their rates in the Personnel section of the dashboard, Employee Roles tab: If you came for adding a new crew, click on the green "plus" icon and fill in the fields in the pop-up window:
Editing an estimate
Edit and update an estimate at any point of working with the client. For that, first locate the relevant estimate: with the help of the live search; from the Estimates list on the sidebar; on the client's profile. Then, click on the "pencil" button to edit it: The total price for the estimate will be adjusted accordingly. Send the
Managing estimate statuses
Create and manage the stages an estimate goes through from the moment it's been added to the moment it's no longer relevant. These stages will help you track the life span of a particular estimate and receive stats on company's overall performance. To set the statuses for various stages, expand the Estimates section and click here: Press the green "plus" icon to add a new status or click on the "penc
Updating the status of an invoice
Update the status of the invoice according to the stage it's on. To do that, first locate the invoice in question (for that, follow the guides here: Searching for an invoice). Then, click on the "eye" icon: Click on the Update Status button and select the relevant one: !(https://storage.crisp.chat/users/helpdesk/website/4bd4
Services available for estimates
While creating an estimate, you'll be required to select the services from the list of all the services available on the platform. This list is managed in the **Estimates Services **tab: Once there, click on the green "plus" icon to create a new service. Add a service specification in the pop-up window that appears:
Equipment for the estimates
The list of tools and vehicles you offer in an estimate is managed from the **Estimates Equipment **tab: To add new equipment, click on the green "plus" icon: Fill in the required fields and click Save:
Searching for an invoice
Locate the invoice easily with the help of the live search available across the platform. All you need to remember is a part of the invoice number or client information. You can also access the list of invoices in the relevant section: Here you can filter the invoices by their status, estimator or client: !(https://storage.crisp.chat/users/
Adding a project for a new client
Learn how to add a new contact to your clients' list and create a new project.
Editing client information
Edit the client's name, type, contact details and address to keep the contact up-to-date.
Creating an estimate
Learn how to turn lead into estimate and make sure that it contains all the required details.