Feature Overview
Feature Overview
How does the Job Estimator work?
Using details from the job work order, the Job Estimator generates a downloadable PDF that can be sent to customers.
Why do people use the job estimator?
Some customers use this feature to estimate jobs for their customers. Others who do not have a billing platform will use the PDF as a professional PDF invoice that can be sent via email or text to customers.
Note: This feature is not connected to or integrated within any payment software.
Location and Access
Location and Access
Where is the job estimator located?
It is located at the bottom of the work order section. You will have to fill in work order details in order for the job estimate to be populated. For step-by-step instructions, read this article.
Usage as Invoice
Usage as Invoice
Can the job estimate be used as an invoice?
Yes! If you don’t have a billing or payment platform, you can download a job estimate and send it to customers as an invoice.
Is the job estimator connected or integrated with any payment software?
No it is not.
Contents of Job Estimate
Contents of Job Estimate
What is included on the job estimate?
The job estimate includes the following information:
Name and address for your company
Your customer's name and address
Job estimate creation date
Work order number
Application date
Items used in the job
Description of items
Total estimated cost.
After Creation
After Creation
What can I do after creating a job estimate?
Once you've created the job estimate, you can download and/or print it and share it with your customer as needed.
💡Tip
Need more help? Get support anytime from the chatbot in the bottom right-hand corner or contact support at [email protected] or by calling 319-201-3020 Ext.2