Movermate

Follow these steps to create an estimate for incoming leads, either from the website or other sources:

Create an Estimate from Lead Summary

- Navigate to the Leads section in the left-side panel.
- Select the specific lead from the list to open the Lead Summary page.

Create Estimate from the Estimate Tab

- Once in the Lead Summary, go to the Estimate Tab.
- In the Estimate Tab, manually enter the required details such as Job Type, Inventory, Moving Size, Job Date, Locations, and other relevant details for the estimate.
- Auto Pricing: If auto pricing is enabled, the system will generate an estimate based on the details like job type, size, locations, and dates entered.

1. Open Lead Summary
 - Navigate to the Leads section in the left-side panel.
 - Select the specific lead from the list to open the Lead Summary page.
2. Create Estimate from the Estimate Tab
 - Once in the Lead Summary, go to the Estimate Tab.
 - In the Estimate Tab, manually enter the required details such as Job Type, Inventory, Moving Size, Job Date, Locations, and other relevant details for the estimate.
 - Auto Pricing: If auto pricing is enabled, the system will generate an estimate based on the details like job type, size, locations, and dates entered.

Note: All lead details must be filled in (date, locations, and size) for accurate auto pricing.

Send Confirmation from the Action Button (Optional)

- After creating the estimate, you can send a confirmation email to the client.
- Use the Action Button in the Lead Summary to select the option to Send Confirmation, which will include the estimate details.
- Suggested Actions will help guide you, offering options such as "Create Estimate" or "Send Confirmation" to assist in completing these steps.

Alternative: An estimate can also be sent directly from the Activity Log section. Select the estimate template from the template section to send the email.

1. Send Confirmation from the Action Button (Optional)
 - After creating the estimate, you can send a confirmation email to the client.
 - Use the Action Button in the Lead Summary to select the option to Send Confirmation, which will include the estimate details.
 - Suggested Actions will help guide you, offering options such as "Create Estimate" or "Send Confirmation" to assist in completing these steps.
2. Alternative: An estimate can also be sent directly from the Activity Log section. Select the estimate template from the template section to send the email.

Fill Lead Form to Create an Estimate

Select "Fill Lead Form" from the Action Button

- If you prefer to manually go through all the steps of creating an estimate, select "Fill Lead Form" from the Action Button in the Lead Summary.

- As you fill in the lead details such as Moving Type, Inventory, Job Dates, Locations, and any other required fields, the system will automatically assist you in generating an accurate estimate based on the input.

- After completing all the necessary information, review the estimate for accuracy.
- Save the estimate for future reference, or click Submit to finalize and create the estimate.

1. Select "Fill Lead Form" from the Action Button
 - If you prefer to manually go through all the steps of creating an estimate, select "Fill Lead Form" from the Action Button in the Lead Summary.
2. Fill in All Necessary Information
 - As you fill in the lead details such as Moving Type, Inventory, Job Dates, Locations, and any other required fields, the system will automatically assist you in generating an accurate estimate based on the input.
3. Finalize and Save the Estimate
 - After completing all the necessary information, review the estimate for accuracy.
 - Save the estimate for future reference, or click Submit to finalize and create the estimate.

Note: This process will be the same as creating a lead from scratch with auto-filled details.