Approve Customer Estimates or Renewals

Follow the steps to approve customer estimates and/or renewals. Once this has been done check there are a variety of ways to create invoices - this example shows one way. See other guides on invoicing, routing, and scheduling for more details.

Ext-Tech

Google

Click the "Search" field.

Type in the address or client name to search for the client you are looking for.

Click on the client once you have identified them.

Verify client information on the left hand side. Review any previous contact logs.

Click on the estimate or renewal you would like to approve.

Review the estimate/renewal with the client.

If everything looks good click "Approve on behalf of Customer"

If adjustments need to be made click "Edit Estimate". You may need an estimator at this point to help but if you know the prices to any additional services being adding you can do it now.

Delete any services if neccessary.

Add any services as necessary.

Click "Save"

For more information on creating estimate see additional resources on creating and editing estimates.

Depending on how you invoice at this time you could create invoices from here. You can do one for the year or multiple over months. This example shows a two payment invoice - Click "Create Multiple" For more information see additional resources on invoicing and adding payments.

Click the top checkbox in the black title box to check all the services on the approved estimate.

Click the calendar icon and choose the first month and day that you want the invoice to be generated for. Enter in the number of invoices you want to generate.

Click "Create Multiple Invoices"

The invoices get generated i sequential order. To change the date of any of the invoices, click on the invoice.

Click "EDIT"

Click the calendar icon and select the month and day you want the invoice to reflect.

Click "Save"

You can enter a payment at this time or at a later time. For more information on payments see additional resources adding payments.

Click on the client name at the top to bring you back to their main client file

You can now see the invoices generated in the invoice section of the client file.