Estimates: Visiting the Property

Previous Lesson: Booking an Estimate

 

To take the next steps with an Estimate, open up the Estimate Details. 

For other ways to search for Estimates go to [LINK HERE]

CarryEstimate.png

 

The following screen will appear when you open the Estimate. Here you can see Diary events (Bottom Left) and Add Diary Events.

CarryEstimate2.png

 You also have the option to Print Job Sheet:

 

CarryEstimate3.png

 

This will open the following document which you should print and give to your engineer to fill in details. You will then use this information to fill in later. If your engineers are using mobile devices then this is unnecessary. 

 CarryEstimate5.png

The final Option here is to Move to Next Stage. 


Once your engineer has visited the property and acquired the relevant information, either entering it into his mobile device or completing the job sheet and handing it into the office, click Move to Next Stage.

 

CarryEstimate4.png

 

 

Next Lesson: Price Breakdown

 

 

 

 

 

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