Create Estimates and Estimate Listing
This tutorial guides you through creating estimates and listings using Dreamzcmms.
You will learn how to navigate the system, add service options, and configure pricing
details for accurate estimates.
Navigate to Customers Section
Click the Customers section to access customer-related options.
Click the Estimates tab to view and manage existing estimates.
Click the first estimate labeled QO1763488046 to review its details.
Click New Estimation to begin creating a new estimate.
Access Customer Search Field
Click the search field labeled Search by name/email, or enter the details for a new customer to find or add a
customer.
Click Rename Option to modify the current option's name.
Enter the name Good to rename the option accordingly.
Click Rename to save the new option name.
Access Customer Search Again
Click the search field labeled Search by name/email, or enter the details for a new customer to continue customer selection.
Enter the customer nam to search for the specific customer.
Select Customer From List
Click customer name Moni Hall to choose this customer for the estimate.
Click Service Book to view available service options.
Click Service to filter services by category.
Click on Service with Category
Click on service with category to go to the next step
Click here to select a specific service item from the list.
Select one category to view its products
Click on any category to see its services
Select sub-category to see its details
Select sub-category to see its details
Click Add Service to include a new service in the estimate.
Click Close to exit the service addition window.
Click Add Price Book to include pricing details for the services.
Click here to select a price book for the estimate.
Enter Price Book Search Term
Enter cat to search for the relevant price book category.
Select Price Book Category
Click CAT00001 to choose the appropriate price book category.
Click Add Option to include a new option in the price book.
Select Default Option Sheet
Click Default Option Sheet to apply the standard option template.
Enter Option Sheet 2 to specify the option's price or quantity.
Click Add Option to include an additional option in the price book.
Click Service Template to apply a predefined service configuration.
Enter Maintainance KPI and Dashboard Template to define the template's parameter.
Confirm Template Selection
Click Select to apply the chosen service template.
Click Save to store all modifications made to the estimate.
Click the 3 Dots Menu to access option settings.
Click Rename Option to change the name of the selected option.
Enter Best to rename the option accordingly.
Click Rename to save the new option name.
Click the 3 Dot Menu to access additional option settings.
Click Rename Option to modify the option's name.
Enter Better to rename the option accordingly.
Click Rename to save the updated option name.
Drag the menu labeled Option 2 to move to top
Drag the menu labeled Option 1 to move to top
Click the menu to change the display type of the estimation
Click the Present menu to present the estimate to your customer
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