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How do I view accepted estimates?
407 views
- Go to ‘View reports’, >> ‘Reports’, >> ‘Accepted estimates’
- You can select the current month, previous month or a date range to view all the accepted estimates at the month.
- The accepted estimates will be displayed
How do I view all estimates?
413 views
Go to ‘View reports’, >> ‘Reports’, >> ‘All estimates’
You can select the current month or previous month or a date range to view all the estimates that you created during the time period you selected.
Select the ‘Export report in excel’ to create, view and export estimate reports in excel
How to resend estimates?
418 views
Go to ‘Manage Estimate’, >> ‘Estimate Action’, >> ‘Resend estimate’.
List of estimates that you created will be displayed
You can view estimates through time period option or ‘Search client’ option
From the list select the estimate that you wish to resend.
- A dialogue box opens asking do you want to send a reminder to the selected client(s)
- Click ‘yes’
- The estimate will be resent.
How do I create invoice from estimate?
496 views
Go to ‘Manage Estimate’, >> ‘Estimate Action’, >> ‘Create invoice from estimate’.
List of estimates that you created will be displayed
You can view estimates through time period option or ‘Search client’ option
From the list select the estimate that you wish to change to invoice.
Click ‘Create invoice’ button
A dialogue box opens up asking if you wish to convert the selected estimate to invoice.
Click on ‘Yes’ option
Estimate will be created as invoice
Click save button.
How do I void an estimate?
897 views
- Go to ‘Manage Estimate’, >> ‘Estimate Action’, >> ‘Void Estimate’.
- List of estimates that you created will be displayed
- From the list select the estimate that you wish to void
- Click ‘Void’ button
- A dialogue box opens up asking if you wish to permanently remove the selected estimate from Handdy Estimates
- Click on ‘Yes’ option
- You will get a message saying that your estimate has been successfully voided.
- By clicking on ‘Export report to excel’ option, you can export this report on Excel.
- This is how your report will look like on Excel.
How do I copy an estimate?
566 views
- Go to Manage Estimate>> Estimate action >> Copy Estimate
- List of estimates that you created will be displayed
- You can view estimates through time period option or ‘Search client’ option
- In the ‘Copy’ section, select the particular estimate that you wish to copy. Then select ‘Copy Estimate’ button
- You will see a message asking if you wish to copy that estimate. Click ‘Yes’ option
- The estimate that you have selected is copied with a new estimate number.
- You can make any changes necessary and send this new estimate.
How do I edit an estimate?
436 views
- Once you save your estimate you will see a page which shows how the estimate will display to the clients
- The edit button is visible and available on this page
- To make changes to the saved estimate click on ‘Edit’ option that appears on the top left hand side of your screen.
- Having made the necessary changes, click on ‘Update’ option.
How do I create an estimate?
425 views
- Log on to Handdy Estimates.
- Click ‘Create estimate’ tab to begin creating your estimates.
- Enter information like ‘Client company’, ‘Customer address’, ‘Estimate number’, ‘Estimate date’, ‘Currency’ and ‘Estimate valid for’.
- Enter sale particulars like ‘Item’, ‘Description’, ‘Price’, ‘Quantity’, ‘Units’ and ‘Tax’ for each line item.
- Tax can be charged for each line item under the ‘Tax’ tab.
- The amount payable for each line item will be calculated and displayed under the ‘Amount ‘tab.
- Click on ‘Add line’ to include new line item.
- ‘Subtotal’ reflects the total value of all line items.
- Below the ‘Subtotal’ tab is the ‘Add field’ tab which allows you to Add tax, Add subtotal, Discount, Charges and Others.
- The total estimate amount will be displayed below the ‘Add field’ tab.
- You can add notes to customer by using the ‘Notes to Customer’ tab which appears below the ‘Estimate Total’ tab.
- Notes to customer will appear at the bottom of the estimate that you have created.
- Sales rep’ option allows you to include in the estimate name of the sales person who has executed the sale.
- Additionally, in the ‘Sales rep’ tab using ‘Add new sales rep’ option you can add first and last name and email address of a sales person that you wish to add to your list.
- Review the created estimate and click ‘Save’ option to save your estimates.
- The estimate that you have created will appear on the screen.
