Method Community

 

Estimates

Last post 02-21-2013 9:26 AM by Method_Adam. 1 replies.
Page 1 of 1 (2 items)
Sort Posts: Previous Next
  • 02-20-2013 2:36 PM

    Estimates

    I have to create an estimate with 3 services. weekly maintenance (recurring), Spring clean-up (waiting list) and Lawn treatment program (6 steps).

    If I put all this in the same estimate, how would I change them to work orders when the customer approves the work?

    Will I have to create 3 different estimates?

    How should I approach this?

  • 02-21-2013 9:26 AM In reply to

    Re: Estimates

    Answer

    Hi Marcelo,

    You can use the same estimate and just remove the activity number and click "Create / Go To Work Order".  You'll have to remember to remove the items that won't apply to that particular work order.  But this should achieve what you are looking for.

    - Adam

    Adam Lyons
    Manager of Support
    Method Integration
    a.lyons@method.me
Page 1 of 1 (2 items)