In uInvoice, you can create estimates for your customers. Then once an estimate is approved, you can convert the estimate to a work order. Finally, work orders can be converted to invoices. Follow the steps below for creating and approving an estimate. For more information on work orders, see Work Orders. For more information on invoices, see Invoices.


To email, print, and export the estimates you create, see Email, Print, and Export Estimates.


Creating an Estimate


To create an estimate, follow these steps:


1. From the Jobs tab, select Estimates.


A list of estimates will display. To work with an existing estimate, click the Actions menu in the far-right column to access the following actions: Edit, Approve, Archive, Reject, Email, Print, and Export.


2. Click Create Estimate.



A Job Number will be automatically assigned to the estimate. The number will remain associated with this job throughout the entire estimate/work order/invoice process.


3. In the Estimate Number field, enter a number that you would like to assign to the estimate.


4. In the Customer/Prospect field, select Customer or Prospect.


5. From the Customer/Prospect drop-down menu, select the customer or prospect name.


6. In the Job Name field, enter a name for the job.


7. From the Contact drop-down menu, select the contact that you would like to associate with the estimate.


8. From the Locations drop-down menu, select the location that you would like to associate with the estimate.


9. From the Recurring drop-down menu, select Non-Recurring if this is a one-time estimate only.


10. In the Dates section, click in the Created On field to access a pop-up calendar. Select a date for the creation of this estimate. The default is today's date.


11. Click in the Projected Start and End field to access a pop-up calendar. Select start and end dates, then click Apply.


12. Click Save and Continue.


The Estimate page will display.



13. In the Short Description section, you can enter a summary that will appear on the estimate.

 

14. In the Scope of Work section, you can enter a summary that will appear on the estimate.

 

15. From the Canned Responses drop-down menu, select the canned response that you would like to appear on the estimate and click Insert.

 

16. In the Services section, select the service name and quantity that you would like to apply to the estimate. Click Add to Estimate.

 

17. In the Materials section, select the material name and quantity that you would like to apply to the estimate. Click Add to Estimate.

 

You can review the details of the estimate in the Estimate Preview section.

 

18. Click Save and Continue.

 

If you would like to approve this estimate, click Yes.



Approving an Estimate


If you did not approve the estimate as part of the estimate creation process, follow these steps to approve an estimate:

 

1. From the Jobs tab, select Estimates.

  

2. Click the Actions menu in the far right column for the estimate that you would like to approve.

 


3. Select Approve.


To convert the estimate to a work order, see Work Orders.