Estimates & approvals

Create, send and revise estimates and record customer approval.

14 articles

• Approving or Declining an Estimate Online →When a provider sends you an estimate, you can review it and respond from your own estimate page. You can approve it, sign to approve it, or decline it. Your approval is saved as a record of what you…
• Convert an Estimate to Work Orders →Once a customer has approved an estimate, converting it turns the quote into scheduled work. Each line item on the estimate becomes a pre-filled action on a work order, and each of those actions keeps…
• Create an Estimate →Creating an estimate lets you put a quote in front of a customer before the work starts. An estimate is written for a specific job, customer and Property, and it holds the line items you are…
• Decline an Estimate →Declining records that a customer has turned down an estimate. It applies to an estimate that has been sent and is waiting for the customer's decision, and it ends the quote as declined. The customer…
• Edit a Draft Estimate →Editing lets you change a draft estimate before the customer sees it. On the Edit Estimate page you can update its line items (including whether each one is taxable), the discount amount, the Valid…
• How Estimate Approval Works →An estimate is only useful if the customer's yes is something you can point to later. ServiceVisit treats acceptance as a record, not a status change: when a customer approves, the system keeps what…
• Manage Estimates →Managing estimates is the broad, hands-on level of control over estimate work. It covers the day-to-day handling of a quote: adding, changing and removing line items, sending an estimate and sending…
• Recording Acceptance In Person or By Telephone →When the customer is not approving from their own estimate page, you can record their acceptance yourself in one of two ways. In person, the customer signs on your device. By telephone, you record…
• Revise an Estimate →Revising creates a new draft from an estimate you have already sent. You would use it when the customer asks for changes, when the scope shifts after a site visit, or when you want to re-propose after…
• Send an Estimate →Sending an estimate moves it from draft to sent (it then shows as Pending Approval on its page) and starts the process of telling the customer about it. Use the Send button on the estimate; the…
• Setting Signature Rules for Estimates →A signature rule decides what a customer must do to accept an estimate online, based on what the estimate is worth. The rule says that at or above an amount, the customer must sign. You can add as…
• View Estimate Authorization Evidence →When a customer authorizes an estimate, ServiceVisit keeps a record of that authorization. This capability lets you view that record on an approved estimate, so you can show what the customer agreed…
• View Estimates →ServiceVisit keeps every estimate you write in one place so you can look back at what you quoted. The Estimates page under Money lists your estimates, and opening one shows its line items, its status…
• Viewing and Exporting Acceptance Evidence →When an estimate is accepted, ServiceVisit keeps an authorization record of what the customer agreed to and how. The estimate page describes it as the immutable evidence of what the customer accepted…