How to create Multiple Estimates for a Customer or Job

To create Multiple Estimates for a Customer or Job

If you want to prepare several estimates for a customer, here's a way to get around the one estimate per job limit:

Set up a separate job for each estimate that you want to write and then name the jobs to clear the jobs that are all variants of the same job. For example, you might name them "Cook Remodel 1," "Cook Remodel 2," etc.

Write an estimate for the first job, the second job, etc. Print each estimate to give to your customer.

When the customer accepts one of the estimates, do one of the following:

• If you don't need to keep a record of the other estimates, delete the other estimates and jobs.

• If you want to keep a record of the other estimates, change the status of each job to Closed.

• Changing the status to Closed allows you to keep a record of the estimate, and allows you to condense data in the future. Only closed jobs can be condensed.