estimate standard estimate install estimate video Standard Estimates

In this video, we'll cover the basics of building your first standard estimate.  Standard estimates are used for estimating work where you're to going install something - or do something once.  Service estimates (used for maintenance-type or snow and ice type work) are covered in a different section.

In this video, you will learn:

  • How to create your first standard estimate
  • How to add items and prices to an estimate
  • How to add templates to an estimate
  • How to customize customer and crew notes on an estimate
  • How to review profit, overhead recovery and costs on an estimate
  • How to print a proposal for the customer
  • How to print a job planner for the crew

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