Create an Options Estimate on Desktop

Modified on Wed, 27 Mar 2024 at 01:26 PM

***Available on Desktop and App ***

Upsell your services using options estimate. Allow customers to see a list of services offered on an estimate and choose which options they would like to move forward with. 

To create a new Options Estimate, go to
Sales > Estimates > New Estimate, and then select Options Estimate.

Then can then create the estimate as normal by entering in their customer information and job location. 

When adding your items, these are the options your customer will be able to choose from. They can be added one by one, or you can add items in bulk. 

Once your items are set, you can also choose to make certain items "Mandatory". This means that when your customer receives their estimate, that item will not be able to be unselected if they wish to move forward, but they will still be able to select other items to add. 

Keep in mind, you can set which items are selected automatically when a customer views the invoice by going to Settings > Estimate Settings and scrolling down to the options area. You can choose what is selected; only the first option (unless items are mandatory), all options, or no options (unless item is mandatory). If no options is selected from the menu and there are no mandatory items, the customer must pick at least one option in order to move forward. 

Here is a video showing how to do this.

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