Estimates Section Overview

To access your estimates you will need to log in to your ServiceBridge account at www.servicebridge.com

 Estimates

Estimates allow you to view all of the estimates that you have for a specific day, week, month, or a selected range in the "More" drop down menu. You are able to sort estimates through status, ID, scheduled date, which team it is assigned to, the customer, description, price, and duration. 

Searching for a estimate is also very simple. You can simply begin typing the customers name, the description, price, duration, or estimate number and it will narrow the search for you. 


You can also open up a specific estimate by clicking on the ID.




By clicking "Edit", you can modify any of the information about the job. 

Customer Information

Customer - Customer name.

Location - Customer address.

Contact - Contact name and information.

Tax Name - Tax name.

Tax Rate - Tax rate percentage.

Estimate Information

Summary - Summary of the estimate.

Status - Status of the estimate.

Assigned To - Who the estimate is assigned to.

Team Members - The team members for the estimate.

Confirmation Status - The confirmation status of the estimate.

Schedule

Date & Time - The selected date and time for the estimate.

Estimated Duration - Estimated duration for the estimate.

Arrival Window - Estimated arrival window.

Notes

Notes - Notes that will appear on the estimate order. 

Private Notes - Notes that will appear in the private note section

Invoice Notes - Notes that will appear in the invoice section.

Reminder

Remind me before - How long before the job is the reminder set.

Message - The message that will appear for the reminder. 




Products, Services, Bundles


Products, services, and bundles allows you to view the added items for the estimate as well as edit any of the items by clicking the edit button

Custom Fields

Lets you edit or view the custom fields for this specific estimate. 





Documents - View all of the documents associated with this estimate.

Photos - View the photos taken of the estimate.

Payments - View and collect payments through the payments tab.

Review - View the review of the estimate. Once the job is completed the customer has the option to rate the service. 

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