Estimate overview

This overview will teach you all you need to know about estimates within Commusoft. It will walk you through each page within the estimate module. It is important that you go through these links in order and read all of the information carefully.

If there is something else you would like to know about estimates within Commusoft, please use the search at the top of this article.

 

 

The following lessons will walk you through basic use of estimates. Click on the title to view the articles in a new tab.

Add an estimate 
This article will teach you how to add an estimate. When a customer calls to book an estimate you can add it straight into the diary, or you can add it through their account

Fill in estimate 
This article will teach you how to fill in an estimate. 

Edit an estimate 
This article will teach you how to edit an estimate. This will be useful if someone has made a mistake, or if you would like to change the date, or details of the estimate

Add an additional option 
This article will teach you how to add an additional option to an estimate. This is used when you are creating more than one estimate for a customer, this can be due to different specifications of appliances, or different time scales for example

Add an estimate note 
This article will teach you how to add an estimate note. This is important as you can add important information regarding the estimate

Add a reminder 
This article will teach you how to add a reminder to an estimate. These are useful to give users notifications for when a part needs to be ordered for example

Delete an estimate 
This article will teach you how to delete an estimate. This should only be used if the estimate has been created by mistake

Frequently asked questions  
This is a section of articles written specifically for common questions our support centre get asked

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