There are two ways to create a new estimate:
If someone calls your company for a quote, you can create an estimate by clicking the Add icon in the top right menu and selecting New Opportunity.
By opening a lead and clicking Create Estimate.
Step 1: Enter the customer's personal information
Enter the customer's personal information.
Notes:Email and phone number aren't required.
If you're creating the estimate from a lead, this information will be automatically populated if available, and the link icon will appear next to the customer's name to show that the data is linked to an existing customer.
You can click the plus button next to the phone number field to add more.
To the right of the move date, you can see your availability for the date.
Click Next.
Note: To quickly get to the estimate screen, you can click Save & Close if you don't yet want to enter the Origin and Destination.
Step 2: Enter the move's origin
Enter the address the move is starting from, and select the correct address from the list of suggestions.
Notes:If your address doesn't appear in the list, click Custom Address above the field to add the address.
Once you select an address, you can click the map icon to the right of the field to see the satellite, map, or street view.
Enter any additional data about the property including the property name, unit number, property type, parking type, stairs, walk distance, and elevators. If there are any additional factors that will affect the move, click Add Additional Handicaps to add them.
Click Next.
Step 3: Enter the move's destination
Enter the address the move will end at following the same steps from Step 2 above for the origin address.
Click Save & Close.