estimate service estimate video Service Estimates

This video will guide you through making estimates for service contracts, such as property maintenance, mowing or snow + ice contracts. Here you'll learn how to set up an estimate from scratch, how to copy an estimate from a template, and how to make quick and easy pricing adjustments, and how to setup a monthly payment schedule. And all this can be exported to LMN Time to track and manage time on this contract once you've been awarded the job.

In this video you'll learn to:

  • Create your first service (maintenance) estimate
  • Add services to a service estimate
  • Change the pricing on a service estimate
  • Copy service estimates from templates or other estimates
  • Edit the client and/or crew notes on a service estimate
  • Create a monthly payment schedule for service estimates
  • Print a proposal or estimate for your customers

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