By Your Front eOffice
You’ve probably received estimates before. Maybe you needed work done on a vehicle. Your dentist might have warned you how much a new crown would cost. If you’ve ever hired a contractor to remodel a room in your home or build an addition, you would have received a lengthy document spelling out the costs for materials and labor, an estimate.
Potential sales like these are multi-step processes. The first step is creating an estimate for your customers. If they want to make changes, you’ll have to edit it. Once they approve the estimate and the work has been completed, you’ll want to send an invoice and record a payment when it comes in. And you’ll probably want to see an overview of the estimates you’ve processed, so you can track their financial life cycle.More