Viewing 3 posts - 1 through 3 (of 3 total)
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  • #143212
    Dan Child
    Participant

    Tyler,

    How do I print out estimates to send to a Commercial customer??? 😕

    #146485
    Dan Child
    Participant

    As far as i know, the program wasn’t designed for a estimate.

    To do an estimate i would just go ahead and make a invoice for that particular person, print it out and then delete it. I would delete it so that it would not cause problems with the financial portion of the program.

    Unless someone else has a better way of doing it, that how i would do it.

    #146486
    Larry young
    Participant

    When I give estimates I do as Tyler Said, but I put the invoice out about 60 days giving the customer an opurtunity to get a hold of me. On my ?Big Jobs Churches, Hotels, Ext. Ext, I break down the bid by areas and or rooms and put them on a exxcell spreadsheet with price, per area. I also put on that sheet that these prices are good when customer scheudles $X amount because these prices are based on valume discounts, and I keep a master folder in my pc for large jobs and include that breakdown with the estimate. my 2 cents woth, maybee I should keep my 2 cents that just made my net worth -.01.

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