The ISN has a feature that will allow you to enter a contact's information along with the property address to quickly create an estimate.
To get started, navigate to Inspections > Estimates
Select Create a new Estimate
You will then be prompted to enter the role of the person requesting the inspection. The contact’s name/email address will be required.
After entering that contact's information, select Next
Followed by the contact information is the property address for that inspection, once done select Next.
You will then go ahead and select the tentative date of that inspection.
Then moving on to the next step is to enter the fee for the estimate and to select Next.
The last step is to add any notes about this estimate and selecting Finish and Create Estimate
And it’s that fast! The estimate has been created and will be available to be converted to an order if the inspection is scheduled. To learn more about how to place an inspection order click here.
In this same screen, you can delete estimates and do keep in mind that if the estimate is converted to an order then the estimate is deleted.
Note: Estimates can only be converted or deleted, they cannot be edited.
If you have any questions about this process please let us know! You can reach us by chat, email at firstname.lastname@example.org, or phone at (800) 700-8112.