Knowledge Base

To create an estimate, you must go to the "Estimates" page. You can access this on the "All Projects" page or within the project itself. Click the estimates icon on either of those pages.

Next, click "New Estimate"

Then, name the estimate and click "Create"

Next, you will select a primary signer from the existing contacts on the project. You can add an additional signing contact by clicking on "Add Additional Contact"

After selecting the primary signer, you will be directed into the estimate.

NOTE: The total dollar amount for the estimate displayed is the default estimate amount based on your location-specific settings. You can edit the default values under Owner Settings>Services but they will not reflect on any existing estimate. They will reflect the next time you create an estimate.

If you have to leave an estimate, you ca go back into it by going to the estimates page, finding the estimate and clicking the "Edit Estimate" icon.

After selecting a Primary Signator, you may add additional signators if you wish by checking the box next to their name below "Additional Signators". You can also add a contact on this page by clicking on "Add a Signing Contact".

You will now scroll down and complete the Density, Touch Level, Services, Discount, and Service Agreement sections of the estimate. Click the up arrow to expand each section. We will start with the Density section. You can click on the the arrow to the left of the word Density to expand the section.

Once expanded, you will now enter the square footage for each density level for both the Origination and Destination. You can click the "Settings" icon on the right side of the screen to view/edit the density multipliers if you wish. The estimate total will automatically update. You can find this on the lower left corner of the screen

NOTE: The density level affects how much each service will cost and is associated with a multiplier based on your owner settings. Higher density levels increase how much services will cost.

Before moving on to the Services section of the estimate, double check the Touch Level Multiplier. This adjusts the estimate based on your prediction of how much additional time may be involved with the transition.

Next, you will move on to the Services section of the estimate. Click the up arrow to expand the Services section.

By default, there are a total of six parent services; Planning the Move, Packing Services, Moving and Resettlement Services, Dispersals and Clean outs, Estate Sale Service and Auction Sale Service. Each parent service has it's own set of child services within them. Click the up arrow to expand each parent service. Also based on your settings, there are certain child services that are included in the estimate by default. This is indicated by a minus next to the up arrow. You can click on that check box to toggle whether all of the child services are selected or none of the services are selected.

NOTE: You can edit the default settings of parent and child services under Owner Settings>Services. There, you can edit everything from the cost, inclusion by default as well as create new parent and child services.

When selecting which child services to include, you can also edit some elements of the child service directly in the estimate. This will differ from service to service depending on how you have each configured. To edit a service click the gear icon under the name of that service.

All of the items that you can adjust will be shown with a toggle to the left of each option. Some will simply be turned on or off like the "Bill to Client" option, others will prompt you for more input like the "Calculate Manually" option. This will open a text box that you can enter in a new amount for that service that will override the estimated amount generated.   

Once you have completed the Services section, you will can add any additional items, milage or discounts. Each of these items have their own help documents so they will not be covered here. 

Finally, you will move on to the Service Agreement section of the estimate. You can expand the Service Agreement by clicking the up arrow. From there you can use the dropdown to select which contract template you would like to use.

After selecting the service agreement the last step is getting the signature from the client. To do this you will start by clicking the print preview button at the bottom of the screen.

This will open a preview of the contract and all of the services selected. Once you are finished reviewing the contract you can click the "Accept" button at the bottom of the screen.

Once you click "Accept", it will expand and display anyone you selected previously that is required to sign. You can click "Sign Now" and have the respective signator digitally sign the agreement. You can also request a signature via email, SMS message, or copy the link to the clipboard to send outside of the system. If needed, you can also remove signators from the estimate by clicking "Remove From List".

When you click "Sign Now", a new window will pop up. This is where the signator signs the agreement and agrees to the terms by checking the box. After the designated signator signs the agreement and accepts the terms, click "Save" to return to the print preview screen. You can also check the "Email me a copy..." box if you would like to have a copy of the fully executed contract emailed to the signator. 

You can also sign the agreement from the project page by clicking the signature icon.

This will show the selected signators and the signature status of each signator. You can select the signature icon if the signator is present or you can select the envelope icon to send a signature request to either their email or via text to their phone if they are able to accept SMS messages. You can also remove a signator by selecting the trash can icon. Additionally, you are able to add a contact from this screen as well.

 

Once the agreement has been signed by all required signators, you have the option of printing the agreement by clicking the print button on the bottom right of the screen. You will have the option of either printing a physical copy or you can print to PDF where you can then email the agreement.

You can also print the agreement from the project page by clicking the print button and follow the same instructions as above.

If an additional estimate or estimates are needed for this project, simply click "New Estimate" and follow the instructions at the top of the article.