Estimates are a powerful way to let your clients know what to expect from your work and what their financial obligation will be. PocketSuite makes it easy to send estimates on the fly. Be sure the feature is enabled in Unlock more features > estimates > save. Note: If you can't find estimates in features, it may not be part of your industry. Send us a support message in the app and it can be enabled for your account.
From the dashboard, select estimates.
Once it's turned on, you'll have an estimates dashboard on the homepage of the app. You can tap into it to see and take action on any open estimates.
Create an Estimate
To create an estimate, you'll need a client and a total. If you want a more detailed description, you can add items or other expenses at the bottom of the estimate along with a length of time the job will take. Once filled out, you can select next and send it to the client.
You can add a deposit due up front, a discount, add sales tax, or add a surcharge for credit card payments.
From the dashboard, you can see estimates from this week, month, year, or total for all estimates. You can also filter the estimates to see just what you're looking for. If you tap on an estimate, you can then select edit.
In edit, you can invoice the estimate instead, add it to the calendar, or even make a copy. On this page you can also charge the client or mark the estimate as paid via another method, such as cash.
If you charge the client, you'll see the calculations done for you at the bottom- we will always let you know what the client has already paid and what is remaining to charge.
For another visual of this feature, check out this instructional video:
Estimates are the best way for you to let your clients know what they can expect to pay for a service before it begins. What you want to do is go to Settings>Features, toggle on estimates, and tap save. Once you've done that you should have an estimate dashboard. You can see any open estimates you have, or you can add a new one from here, tap plus, select your client, and then you could enter a total or you could itemize, which would be better. Tab services, we're going to say this is for two days of dog boarding, and we’re also going to add $50 of expenses for meals for the dog. If you preview it you can see what the client experience will look like, and then you can see that the $300 has been pre-populated at the top. You can tap that and also add a deposit, tap next, then send, then your client will receive a link right here in their message thread that they can tap and go ahead and approved the estimate so you can begin to work.
- Toggle the Estimates feature to on and save.
- Select Estimates from dashboard.
- Tap + in the top right.
- Select a client.
- Create an estimate.
- Add any deposits if necessary.
- Once created tap next, then send, and the estimate is sent to the client.