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Managing and Tracking your Estimates
Managing and Tracking your Estimates

How to Create, Manage, and Track Your Estimates from Desktop

Prado avatar
Written by Prado
Updated over a week ago

Uleadz Estimates is a powerful feature that enables you to create and send estimates to your clients for potential jobs. Here's how it works:

  1. Go to the Jobs section located on the left side of your Uleadz portal.

  2. Click on "Estimates" to access your Estimates list and more options such as "Policy" to add your own policy to all Estimates.

  3. Create an Estimate by selecting "New Estimate".

  4. Add the job source, client's information, job details, and estimated cost and then Save.

  5. Send the Estimate - After creating the estimate, you can send it to the client for their review. Click on the "Send" button next to the estimate to do this directly from the Uleadz platform.

  6. Client Approval - Once the client receives the estimate, they can approve it by signing it if it's sent by email. This will update the status to "Approved".

  7. To create a job from the same Estimate, click on the yellow option for "Create Job".

  8. Job Completion - Once the job is created, you can update its status in the Uleadz system to "Completed". This will mark the job as finished and allow you to generate an invoice for the client.

Uleadz Estimates streamline your job workflow and provide a professional and efficient experience for your clients.

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