Estimates
Preparing an estimate can be one the first step in acquiring a brand new customer. In this video, we’ll discuss 3 different ways to create an estimate.
1. Adding an estimate to your service template.
2. Adding an estimate to an existing job on your calendar
3. Creating a stand-alone estimate.
Click here about intercom.help: 1089657 all about estimates for additional resources about estimates.
Frequently Asked Questions:
Does a customer needed to be added into GorillaDesk before I can create an estimate for them?
Yes, you will need to add your customer or potential customer into your GorillaDesk account first. Once they’ve been added, you’ll have the ability to create an estimate for them.
What if I prefer to call my estimates a 'Quote' rather than 'Estimates'?
You can change the default estimate title to ‘Quote’ under Settings > Templates.