Screen 18 — Estimates

Estimate lines on a work order. The technician can add a new line, pull from a template, and share (email / print / preview) with the customer. Two states: the list of current lines and the add-line sheet with inventory lookup.

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State A · Estimate lines
9:22
EstimatesWO-000046 · Adriaan House
Estimate total
$1,240.00
Shared · Apr 12
2 lines Approved by customer
C
CSYSTEM01 · HVAC Control System
1 EA · $820.00
Cost $480 · markup 71% · extended $820.00
Stock
S
SVCTECH · Service labour (flat)
4 HR · $105.00 · $420.00
Discount 0% · unit price overridden
Service
+
Add estimate line
Search inventory · stock, non-stock, service
Add from template
HVAC maintenance pack · 5 lines
Share with customer
Email PDF · print · preview
State B · Add estimate line
9:23
Add estimate lineFilter · AC refrigerant R410A
All
Stock
Non-stock
Service
R410A refrigerant · 25 lb
AC-PREP
Qty
1 EA
Unit price
$310.00
Extended
$310.00 · cost $180 · margin 42%
R
R410A refrigerant · 10 lb
AC-SM · $148 ea · stock 6
G
Gauge set · recharge kit
SVC-GS · $62 ea · service