After you open an opportunity, click the Estimate tab to see the estimate and job details.
The Estimate tab contains four main sections:
The Opportunity Overview and Actions Cards
The Job Panel
The Charges Section
The Opportunity Information
There are also five small sections for Payments, Surveys, Box Delivery, Inventory, and Tasks.
Additionally, you can click the Action button at the top of the page to quickly complete actions like booking the opportunity, previewing an estimate, and more.
The Opportunity Overview & Actions Cards
This section shows the move size, volume and weight, and estimated total.
You can use the links on the three cards to:
Add rooms to the move size.
Navigate to the inventory.
Edit how the volume and weight and calculated.
Re-rate a shipment to recalculate the charges.
The Job Panel
This section allows you to view and update all of the job-specific information.
Select the job at the top of the panel to see the job overview, stops, charges, and notes for that specific job.
The Opportunity Total
This section shows the total cost for the opportunity, including all jobs, discounts, and taxes.
Information
This section shows all of the estimate information, including the quote number, binding type, branch, and more.
You can also use links at the bottom to see previous versions of the estimate sent to the customer, any activities completed on the estimate and who completed them, and any related documents.
Other Sections
The other sections on the right are for Payments, Surveys, Box Delivery, Inventory, and Tasks.
Notes: Add notes to the job. Your notes can be for internal use, customer-facing, or for the crew. Your crew can also send feedback to this section.
Payments: Add customer payments
Survey: Schedule on-site or phone survey
Box Delivery: Schedule a time to deliver empty boxes to a customer who wants to pack their belongs themselves using your boxes.
Inventory: View the inventory summary and lock or unlock the inventory. Note: The customer cannot edit their inventory when locked.
Tasks: Add or view tasks that need to be completed for the opportunity. For example, getting a certificate of insurance or parking permits.
