Estimate Basics
By Ren and 3 others4 authors19 articles
- Re-rate Your Shipment
- Estimate Overview
- Create a New Estimate
- Preview an Estimate Before Sending
- Book an Opportunity
- Confirm a Booked Opportunity
- How to Add or Remove Jobs
- Quote Packing Labor by the Hour
- Add Packing Materials Without Labor Charges
- Add Inventory to an Opportunity
- Determine a Move's Volume and Weight
- How to Add and Manage Stops
- How to Add, Edit, or Move a Charge
- Schedule On-Site, Phone, and Virtual Surveys
- Add a Note to a Job or Estimate
- Choose a Binding Type
- Add Additional Contacts
- SmartMoving Lite Estimate Basics
- Allow Opportunities to Be Created Without a Move Date (TBD Option)