People
Leads & Estimates
Work the prospect pipeline and build estimates and options proposals.
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Deposits on Estimate Acceptance (Leads & Estimates)
You can ask a customer to put money down when they accept an estimate. Depositing happens in the Customer Portal at the moment the customer e-signs — the…
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Estimate Approval in the Customer Portal: What the Operator Sees (Leads & Estimates)
When you use the Customer Portal, your customers can review, approve (with an e-signature), or decline their estimates online — no phone tag, no paper…
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How to Create an Estimate (Leads & Estimates)
An estimate is a priced proposal for work — a one-time project or recurring maintenance. You can attach it to a lead (a prospect) or directly to a…
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How to Manage Estimates: Status, Editing, Printing, and Deleting (Leads & Estimates)
Once an estimate exists, the Estimate Summary page is where you review it, change its status, edit line items and pricing, download or print it, convert it…
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Leads: Track Prospects from First Contact to Customer (Leads & Estimates)
A lead is a potential customer — someone who called about mowing, filled out your website form, or was referred by a neighbor. The Leads module tracks them…
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Options-Based Proposals: Good/Better/Best Choices and E-Signed Acceptance (Leads & Estimates)
An options-based proposal is an estimate where some lines are customer-selectable. Instead of a single take-it-or-leave-it price, you mark lines as…
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