Proposing multiple estimate options is a great way to help you close a job with a customer. Giving them various options provides them flexibility, but it also serves as a strategic approach to offering them multiple services based on their needs.
Here are the steps to create multiple estimate options:
1. Choose an estimate from the list.
Want to learn more about your Estimates Dashboard? Click here.
2. Click the 'Options' and select 'Add Option' from the list.
3. You will now see the different options you have created from this section.
4. To rename an option, click the drop-down icon and choose 'Rename'.
5. Type in the new option name and click 'Rename'.
6. If you decided to remove an option, click the drop-down icon of the option and choose 'Delete'.
7. Then click 'Delete' to confirm.