How To Create an Estimate

To create a new Estimate you will need to log in to your ServiceBridge account at www.servicebridge.com.

From there:  

Click on "+"

Estimate




Creating a Estimate




Customer Information

Customer - Choose the customer. Start typing the name and it will appear, once it does click on it and all of the information will fill itself in. 

Location - Select the location.

Contact - Select the contact.

Third Party Bill Payer - Choose the third party bill payer.

Marketing Campaign - Select the marketing campaign used if one was used.

Estimate Information

Short Description - Enter what the job is.

Status - Choose the status to open estimate.

Assigned To - Choose the team that the estimate is assigned to.

Confirmation Status - Add a confirmation status of the estimate if one applies. 




Schedule

Estimate Date - Select the date of the estimate, or click Today if the date is today which will automatically enter todays date.

Scheduled Time - Select the time of the estiamte. 

Estimated Duration - Choose how much time the estimate is going to take.

Arrival Window - Choose the time of arrival window. 

Notes

Notes - Add any notes in the notes, private, or invoice section

Choose Template - You can select from templates to fill it in the notes.

Reminder - Choose a reminder that will send you a notification to your phone for how ever long before a job you select. 

Click Save for the estimate to be generated and saved. 

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