Tutorial 5 of 8 · 1:13
How to create and send an estimate in Opervo
Tap the orange plus and choose Estimate. Pick the client, give the estimate a title, and add a line for each part of the job, from a saved service or a custom item with its own price. Add a discount or tax, or offer 3 pricing options, then tap Send Estimate and text it, email it, or copy the link. Your customer sees a branded estimate and can approve and sign it on their phone; once it is approved, tap Convert to job to schedule it.
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In this video
Step by step
- New estimate. Tap the orange plus, then Estimate.
- Pick the client. Search by name or phone, or add a new client right here.
- Give it a title. A short title helps the client know what they're approving.
- Line items. Add a line for each part of the job. Pick a saved service or add a custom item with its own price.
- Total and options. The total adds up as you go. Add a discount, tax, or turn on 3 pricing options to let the client pick a package.
- Send it. Tap Send Estimate. Then text it from your phone, email it, or copy the link.
- What your customer sees. They get a clean, branded estimate with your logo, the line items, and your terms.
- Approve and sign. They approve and sign right on their phone. Once it's approved, tap Convert to job next to it in your estimates to put it on the schedule.