{"id":2465,"date":"2022-07-16T08:00:05","dateGmt":"2022-07-16T08:00:05","modified":"2022-07-22T01:35:31","modifiedGmt":"2022-07-22T01:35:31","status":"publish","title":"How to Manage Estimates","content":"<p>In this guide, we\u2019ll see how to manage estimates in <strong>Local Service Hero<\/strong>. An estimate is an approximate calculation of how much your services will cost your customers.<\/p>\n<p>To open the <strong>Estimates<\/strong> page, go to <strong>Commerce > Estimates<\/strong>.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2466 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/manage-estimates-01.png\" alt=\"manage estimates local service hero\" width=\"1920\" height=\"932\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/manage-estimates-01.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/manage-estimates-01-350x170.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/manage-estimates-01-1024x497.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/manage-estimates-01-768x373.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/manage-estimates-01-1536x746.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p>You\u2019ll see all the estimates displayed on a table containing the following columns:<\/p>\n<ul>\n<li><strong>Title.<\/strong> Here you\u2019ll see the estimate\u2019s name.<\/li>\n<li><strong>Client.<\/strong> Here you\u2019ll see the name of the client whom you\u2019ve sent the estimate.<\/li>\n<li><strong>Date.<\/strong> This is the date on which the estimate was created.<\/li>\n<li><strong>Sent to client.<\/strong> This column allows you to know if the estimate has already been sent to the client.<\/li>\n<li><strong>Viewed by customer.<\/strong> With this column, you can know if the customer has viewed the estimate or not.<\/li>\n<li><strong>Approved.<\/strong> If the client approved the estimate, you\u2019ll see a check here.<\/li>\n<li><strong>Actions.<\/strong> You can edit or delete the estimate using this column.<\/li>\n<\/ul>\n<p>You can search for specific estimates using the <strong>\u201cAdvanced Search\u201d<\/strong> button.<\/p>\n<p>You can find a specific client\u2019s estimate, whether it\u2019s approved or not, and using a specific total amount range.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2468 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/manage-estimates-02.png\" alt=\"manage estimates local service hero\" width=\"1920\" height=\"932\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/manage-estimates-02.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/manage-estimates-02-350x170.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/manage-estimates-02-1024x497.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/manage-estimates-02-768x373.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/manage-estimates-02-1536x746.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p>You can also use the <strong>\u201cBulk Actions\u201d<\/strong> button to delete or duplicate your estimates.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2469 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/manage-estimates-03.png\" alt=\"manage estimates local service hero\" width=\"1920\" height=\"932\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/manage-estimates-03.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/manage-estimates-03-350x170.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/manage-estimates-03-1024x497.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/manage-estimates-03-768x373.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/manage-estimates-03-1536x746.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p>If you want to create a new estimate and send it to the client, you can follow this tutorial.<\/p>\n","excerpt":"<p>In this guide, we\u2019ll see how to manage estimates in Local Service Hero. An estimate is an approximate calculation of how much your services will cost your customers. To open the Estimates page, go to Commerce > Estimates. You\u2019ll see all the estimates displayed on a table containing the following columns: Title. Here you\u2019ll see \u2026 <a title=\"How to Manage Estimates\" class=\"read-more\" href=\"https:\/\/localservicehero.com\/us\/manage-estimates\/\">Read more<\/a><\/p>\n","commentStatus":"open","sticky":false,"meta":[],"categories":[{"slug":"tutorials","id":18,"name":"Tutorials"}],"tags":[],"pictureUrl":"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/manage-estimates-in-local-service-hero.png","_links":{"predecessor-version":[{"id":2885,"href":"https:\/\/localservicehero.com\/us\/api\/wp\/v2\/posts\/2465\/revisions\/2885"}]}}