Estimate Management Guide
This guide explains how to create and manage estimates for clients, including adding new estimates, reviewing existing ones, and exporting estimate data for reporting purposes.
1. Overview of the Estimates Screen
The “Estimates” tab allows you to manage all cost estimates for your clients. Below are the key features of the screen:
- + Create Estimate: Click this button to create a new estimate.
- Estimate Template: Use this option to select or customize a pre-defined template for estimates.
- Export: Download all estimate records in CSV or Excel format for record-keeping or analysis.
- Filters: Use filters to narrow down estimates by:
- Duration: Specify a date range for estimates.
- Status: Filter estimates by their current status (e.g., Waiting, Sent).
- Search Bar: Enter keywords to locate specific estimates quickly.
- Estimate Table: Displays the following key details:
- Estimate #: The unique identifier for the estimate.
- Client: The client for whom the estimate is created.
- Total: The total value of the estimate.
- Valid Till: The expiration date of the estimate.
- Created: The creation date of the estimate.
- Status: The current status of the estimate (e.g., Waiting, Sent).
2. Creating a New Estimate
To create a new estimate, follow these steps:
- Click the + Create Estimate button on the “Estimates” screen. This will open the “Estimate Details” form.
- Fill in the required fields in the form:
- Estimate Number: Enter a unique identifier for the estimate.
- Valid Till: Enter the expiration date for the estimate.
- Currency: Select the currency for the estimate (e.g., USD, EUR).
- Client: Select the client for whom the estimate is being created. Use the “Add” option to add a new client if necessary.
- Description: Provide additional details about the estimate, such as project or service information.
- In the Item Section, add the products or services to be estimated:
- Description: Enter the name of the product or service.
- Quantity: Specify the quantity of the product or service.
- Unit Price: Enter the price per unit.
- Tax: Apply any applicable taxes.
- Amount: This field is auto-calculated based on the entered details.
- Click Save to finalize the estimate or Cancel to discard it.
3. Managing Existing Estimates
The “Estimates” screen allows you to review and manage all estimate records. Here’s how:
- Filter and Search: Use filters and the search bar to refine the displayed estimates.
- View Details: Click the “Action” button next to an estimate entry to view or edit its details.
- Export Data: Use the “Export” button to download estimate records for analysis or reporting.
4. Tips for Effective Estimate Management
- Ensure Accuracy: Double-check all estimate details, including client information and totals, before saving.
- Set Valid Till Dates: Use realistic expiration dates to give clients sufficient time to review the estimate.
- Track Status: Regularly monitor estimate statuses to follow up on pending responses.
- Use Templates: Utilize pre-defined templates for consistency and efficiency when creating estimates.
