Suprata Support - Estimates

Introduction to Estimates

The Estimates section enables you to create and manage detailed cost estimates for clients, providing a structured way to outline services and products offered, along with any applicable discounts. When creating a new estimate, you can select a term (such as a 7-day or 30-day estimate) and apply a custom theme if needed. Each estimate includes essential details, including the issue date, validity period, and client information. In the main estimate view, you can add services, products, or discounts, and rearrange items as necessary to tailor the estimate to the client’s needs. The estimate also provides a summary with subtotals, tax, and total due, making it easy for both you and the client to understand the expected costs. The organized layout and tools, like Estimate Actions and print ...

Creating Estimates

Creating Estimates allows you to generate detailed cost projections for clients, including both products and services. You can customize estimates with specific terms, set expiration dates, and choose from available themes. This feature supports flexibility in client interactions, as jobs can have unlimited estimates. This means you can create multiple competing recommendations for clients to choose from or provide additional estimates for subsequent work or products as needed. With tools to add services, products, and discounts, you can tailor each estimate to match the client's needs precisely. The streamlined interface ensures that estimates are professional, easy to manage, and ready for quick client approval. Prerequisites: Authorised Users. Instructions

Locking and Sending Estimates

Before an estimate can be sent, it must first be locked, ensuring that the details are finalized and cannot be altered once shared. Authorized users can follow a straightforward process to lock the estimate and then proceed to send it via email or SMS. The process includes verifying the estimate details, locking the document, and using the sending options to ensure clients receive a clear and confirmed breakdown of proposed services or products. This ensures that both you and the client have a consistent, finalized reference for the estimate. Prerequisites: Authorised Users. Instructions Fro

Converting Estimates to Invoices

The Converting Estimates to Invoices feature allows you to seamlessly transition an approved estimate into an invoice, making it easy to bill clients for agreed-upon services and products. Authorized users can initiate this process directly from the Estimate page, ensuring that all details from the estimate are accurately carried over to the invoice. After confirming key details such as the invoice date, terms, and theme, the estimate is successfully converted, ready for any final adjustments or actions. This efficient process streamlines billing, reducing manual data entry and ensuring consistency between the estimate and the invoice. Prerequisites: Authorised Users. Instructions

Approving Estimates

Approving estimates is a crucial step in finalizing agreements with customers and moving forward with services or products. Estimates can either be approved remotely by the customer, through email or SMS, or manually by the user via the system. Both methods ensure that once an estimate is approved, it is updated within the system and linked to the corresponding job for seamless tracking and management. This process provides flexibility for customers while maintaining accuracy and efficiency in your workflow.Estimates can be approved by the customer remotely or by the user manually. See below for both methods. Prerequisites: Authorised Users Instructions

Editing or Deleting Items from Estimate

The Editing or Deleting Items from an Estimate feature allows users to make adjustments to existing estimates, ensuring accuracy and customization based on client needs. Whether adding new items, updating existing details, or removing outdated entries, this process provides flexibility to refine estimates even after initial creation. To maintain control, editing is only available after unlocking the estimate, which ensures that modifications are authorized and tracked. By enabling these updates, this feature supports streamlined workflows and ensures that estimates remain accurate and professional throughout the approval process. Prerequisites: Authorised Users. Instructions

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