Creating a professional estimate will help you win more jobs and boost your revenue more than almost anything else. Getting pricing to potential customers while they are in the buying mood is something SERVGROW can help you do easily and quickly. It lets your customers know you care about their business and puts you ahead of your competitors.

To successfully create a new estimate inside ServGrow, you need to complete these four sections:

Now, let's create a new estimate!

This section lets you add the customer you will create the estimate for. If you haven't added the customer from the Customers section, you can add them here directly.

1. Click the 'New' dropdown in the upper right corner and choose 'Estimate'

2. You can also jump over your Estimates tab, and from there, click 'Add Estimate'.

3. Click the search box and select a customer from the list.

You can also add a new customer by clicking '+ Add Customer' and completing all the steps required.

Need to learn how to add a customer? Jump over to this article.

4. Click 'Next'.

1. Choose a schedule slot and click 'Next'.

By default, your scheduler is set to Week View. You change the scheduler's interface by Month, Day, or your actual Schedule.

If you need to learn more about your Scheduling. Jump to this article.

2. If you are scheduling an "Anytime" estimate tick the 'Anytime' checkbox.
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3. Next, complete the estimate's schedule details.

After clicking on the day/time in the scheduler, it will bring up the schedule details screen with the day/time you selected. This is where you can edit and add all the schedule details about the job.

a. Estimate Title: The title of the estimate (any name you want to use to identify the estimate).
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b. Start Date and End Date: This will auto populate as the date you selected in the scheduler. You can edit this.
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c. Start Time and End Time: This will auto populate as the time you selected in the scheduler. You can edit this.

d. Select Team: Select the team members who will be working the job or appointment.

e. Arrival Time Window: The arrival time window allows you a little more flexibility as to when you will arrive for the job. The arrival time window is also communicated to the customer and can be customized to your business. More info on the arrival time window here.

f. Appointment Reminder: This is where you have the option to send an appointment reminder the day/night before the job (Sending an appointment reminder will save you from a lot of "no-shows"). People get busy and sometimes forget about an appointments. The appointment reminder is here to prevent that.

Note: The appointment reminder notification can be customized to fit your business. Go here to customize your appointment reminder.

4. Once you completed the estimate's schedule details, click 'Schedule Estimate'.

Your estimate is scheduled and will now take you to the 'Estimate Details' page (if you see the calendar, just click 'Next').

Time to add the services and materials used for the estimate. You can add the services involved with the assessment, the materials used, and discounts. By completing the mentioned details, we will automatically compute the payment summary of the estimate that you can send out to your customer.

Let's get started!

1. Click the Services Name textbox.

If you haven't added services to your service list, go here to add them.

2. Select the service for the estimate.

Clicking in the service name (or + Add Service from Service List) will bring up a list of your services to select from.

You can also add a new service with the option to save it in your service list.

You can add as many additional service lines by clicking '+ Add Service item'.

3. If the service is taxable, tick the Add tax to this item checkbox.

If you added multiple Tax Rates, you could select the particular Tax Rate on the Payment Summary later.

4. Add the Materials details.

Similar to your Service, you will also need to add the Name, Price, Description, and all the required details in this section.

5. To add a company discount, click on the drop down to pick from your company discounts or create a new one.

When creating a new one, select '+ Create a New Company Discount' and add in the details.

Jump to this article if you need to learn how to create a discount.

6. (Optional) Click '+Add Message' to create a custom message on the invoice.

7. Review your Payment Summary. If you added a Tax Rate to your Service or Materials, choose the correct rate.

If you are ready to go to the next section, click 'Next'.

1. Start adding the estimate's Additional Details. You can also include additional *notes about this particular job.

*These notes are for internal use only and will not be shown to the customer. They will appear in the private notes section of the job details section.

Specific fields are:

a. Additional Info: Example: Resident will not be home for this visit. Gate is unlocked.

b. Job Tags: Example: Commercial, Residential, etc.

c. Images: Upload images related to this estimate.

2. After adding in the additional info, review the Customer's Information displayed on this panel.
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At this point, you can still edit the estimate's scheduled time by clicking the eraser icon and then click the '+Schedule time' again to add the new schedule.

3. Click 'Create estimate'.

Congratulations, you just created a new estimate! Now let your customer approve the estimates to convert them to jobs!

Jump to this article if you want to learn how to create jobs on ServGrow.