Create an estimate

Create an estimate

What this page is for:
 The create wizard only. After save you leave the wizard.

Where: Opportunity Estimates → Create Estimate, or Sales Desk → New Estimate
 Dialog: Create Estimate

Steps:

1. Click Create Estimate.

2. Complete Select templates → Measurements → Review & confirm.

3. Click Create estimate (or Create N estimates). Button shows Creating…

4. Open the new EST-… from the Estimates card.

Footer: Back / Continue. Studio can skip Review: last button is Create & edit.

Select templates

What this page is for:
 Step 1. Template vs blank, name, jobs, contract.

Where: Wizard header Select templates (circle 1)

Steps:

1. From Template or Blank.

2. From Template: optional ESTIMATE NAME (blank → auto Estimate - {id} (job types)). Filter pills (All, Roofing, …). Click templates. Add Estimate for another bundle in the same run. Each tab needs ≥1 job. X = Remove this estimate.

3. If more than one contract applies, pick it under the job type.

4. Footer: N jobs selected. Click Continue. or Each Estimate needs at least 1 job.

5. Continue.

Blank: title New blank estimate. Click Create estimate to start a blank estimate. Scope is added later on the job.

Measurements

What this page is for:
 Step 2. Shared property info and quantities.

Where: Header Measurements (circle 2)

Steps:

1. Shared info (all required or Continue is blocked — Complete all required fields to continue.): Property type, Address, Selection, Rating. Optional Commercial work. Waste % after Selection/Rating.

2. Left: estimates → jobs. Middle: measurement fields.

3. Several jobs: Measurements synced or Measurements separate.

4. Available reports: Pull (this job, or all if synced). Open PDF when a file exists.

5. Continue. Studio: Create & edit can create here.

Review & confirm

What this page is for:
 Step 3. Last check before save.

Where: Header Review & confirm (circle 3)

Steps:

1. Estimate contents (or N Estimates). Edit returns to Measurements.

2. Empty job: No measurements entered — click Edit to fill in.

3. Aside Shared settings.

4. Create estimate / Create N estimates.

Present Pricing

What this page is for:
 Full-screen Good / Better / Best pitch. Needs 2–3 Open or Quoted estimates. Sold and other statuses are grayed.

Where: Opportunity Estimates → Present Pricing, or Sales Desk header

Steps:

1. Dialog Present Pricing. Helper: Select 2–3 Open or Quoted estimates to present pricing.

2. 1 Choose estimates — check 2 or 3.

3. 2 Assign tiers — auto by price (Best = highest). Display order Best, Better, Good. Move up / Move down. ★ Mark recommended.

4. Start Presentation.

5. Walk the customer through the overlay. Close when done.

Sales Desk

What this page is for:
 In-person workspace: scope, discounts, contracts, then present/report. Left rail is pre-sale estimates only (Open / Quote).

Where: Opportunity Estimates → Sales Desk
 /portal/estimates/estimate-studio?opportunity_id=…
 Title: Sales Desk
 Missing id: Open Sales Desk from an opportunity's Estimates tab.

Steps:

1. Back to Estimates returns to the opportunity #estimates.

2. Pick estimates in the left rail.

3. Work the three stages (below).

4. Present Pricing (N selected) when enough Open/Quoted are selected.

5. New Estimate opens the same create wizard (skipReview → Create & edit after Measurements).

Quoted jobs: This job is Quoted — view only in Sales Desk. Switch status back to Open (or edit on the job page) to change scope or discounts.

Scope & Discounts

What this page is for:
 Sales Desk stage 1. Edit lines and discounts on selected Open jobs.

Where: Sales Desk → Scope & Discounts

Steps:

1. Select a job in the rail.

2. Edit scope (same line tools as Scope of Work: qty, price, Add Products).

3. Apply finance / promotion discounts and Save.

4. Continue to Contracts.

Contracts

What this page is for:
 Sales Desk stage 2. Build the contract PDF for selected jobs. E-sign is still on the job page.

Where: Sales Desk → Contracts

Steps:

1. Review each job’s contract.

2. Export PDF per job if needed.

3. When Open jobs are ready: Create contracts & mark Quoted (N). Confirm Create contracts & mark Quoted? then Create & mark Quoted. Quoted jobs are skipped. Copy: Sending for e-signature stays on the job page.

Present / Report

What this page is for:
 Sales Desk stage 3. Build a leave-behind PDF (pricing page + photos).

Where: Sales Desk → Present / Report

Steps:

1. Add pricing page.

2. Add photos + comments.

3. Preview the merged PDF, then save/send as offered on that screen.