To create a new Estimate you will need to log in to your ServiceBridge account at www.servicebridge.com.
Click on "+"
Creating a Estimate
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.
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.
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 - 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.