Create Estimates and Estimate Listing

Created by Binita Goswami, Modified on Fri, 21 Nov at 4:01 PM by Binita Goswami

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.

02

Navigate to Customers Section

Click the Customers section to access customer-related options.

Navigate to Customers Section

03

Open Estimates Tab

Click the Estimates tab to view and manage existing estimates.

Open Estimates Tab

04

Select First Estimate

Click the first estimate labeled QO1763488046 to review its details.

Select First Estimate

05

Start New Estimation

Click New Estimation to begin creating a new estimate.

Start New Estimation

06

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.

Access Customer Search Field

07

Open 3Dot Menu

Click the 3Dot Menu

08

Select Rename Option

Click Rename Option to modify the current option's name.

Select Rename Option

09

Enter New Option Name

Enter the name Good to rename the option accordingly.

Enter New Option Name

10

Confirm Rename Action

Click Rename to save the new option name.

Confirm Rename Action

11

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.

Access Customer Search Again

12

Enter Customer Name

Enter the customer nam to search for the specific customer.

Enter Customer Name

13

Select Customer From List

Click customer name Moni Hall to choose this customer for the estimate.

Select Customer From List

14

Open Service Book

Click Service Book to view available service options.

Open Service Book

15

Select Service Category

Click Service to filter services by category.

Select Service Category

16

Click on Service with Category

Click on service with category to go to the next step

Click on Service with Category

17

Click Service Item Link

Click here to select a specific service item from the list.

Click Service Item Link

18

Select one category to view its products

Click on any category to see its services

Select one category to view its products

19

Select sub-category to see its details

Select sub-category to see its details

Select sub-category to see its details

20

Add New Service

Click Add Service to include a new service in the estimate.

Add New Service

21

Close Service Window

Click Close to exit the service addition window.

Close Service Window

22

Add Price Book

Click Add Price Book to include pricing details for the services.

Add Price Book

23

Click Price Book Link

Click here to select a price book for the estimate.

Click Price Book Link

24

Enter Price Book Search Term

Enter cat to search for the relevant price book category.

Enter Price Book Search Term

25

Select Price Book Category

Click CAT00001 to choose the appropriate price book category.

Select Price Book Category

26

Add Option To Price Book

Click Add Option to include a new option in the price book.

Add Option To Price Book

27

Select Default Option Sheet

Click Default Option Sheet to apply the standard option template.

Select Default Option Sheet

28

Enter Option Value

Enter Option Sheet 2 to specify the option's price or quantity.

Enter Option Value

29

Add Another Option

Click Add Option to include an additional option in the price book.

Add Another Option

30

Select Service Template

Click Service Template to apply a predefined service configuration.

Select Service Template

31

Enter Template Value

Enter Maintainance KPI and Dashboard Template to define the template's parameter.

Enter Template Value

32

Confirm Template Selection

Click Select to apply the chosen service template.

Confirm Template Selection

33

Save Estimate Changes

Click Save to store all modifications made to the estimate.

Save Estimate Changes

34

Open Option Menu

Click the 3 Dots Menu to access option settings.

Open Option Menu

35

Select Rename Option

Click Rename Option to change the name of the selected option.

Select Rename Option

36

Enter New Option Name

Enter Best to rename the option accordingly.

Enter New Option Name

37

Confirm Rename Action

Click Rename to save the new option name.

Confirm Rename Action

38

Open Another Option Menu

Click the 3 Dot Menu to access additional option settings.

Open Another Option Menu

39

Select Rename Option

Click Rename Option to modify the option's name.

Select Rename Option

40

Enter New Option Name

Enter Better to rename the option accordingly.

Enter New Option Name

41

Confirm Rename Action

Click Rename to save the updated option name.

Confirm Rename Action

42

Select Option 2

Drag the menu labeled Option 2 to move to top

Select Option 2

43

Select Option 1

Drag the menu labeled Option 1 to move to top

Select Option 1

44

Click Final Link

Click the menu to change the display type of the estimation

Click Final Link

45

Click Final Link

Click the Present menu to present the estimate to your customer

Click Final Link