{"id":267,"date":"2019-07-28T01:10:10","dateGmt":"2019-07-28T01:10:10","modified":"2022-06-28T04:29:02","modifiedGmt":"2022-06-28T04:29:02","status":"publish","title":"How to Send an Estimate to a Client or Lead","content":"

Let\u2019s see how to send estimates in\u00a0Local Service Hero<\/strong>.<\/p>\n

Local Service Hero<\/strong> allows you to send estimates to clients or leads. This is really useful because you can easily create the estimates and send them to your clients or leads without having to use several apps; you can do it all from Local Service Hero<\/strong>.<\/p>\n

Let\u2019s see how to create and send an estimate, taking into account you need to follow the same steps whether you\u2019ll send an estimate to a client or lead.<\/p>\n

1- Open the \u201cClients\u201d page in Local Service Hero<\/h2>\n

You need to open the Clients<\/strong> page in Local Service Hero<\/strong> by going to CRM > Clients > View All<\/strong>.<\/p>\n

Once you\u2019re there, you will see all your clients displayed in a spreadsheet, so you need to click the\u00a0View<\/strong> button that is on the\u00a0Actions<\/strong> column. This will open the client\u2019s\/lead\u2019s profile.<\/p>\n

\"send<\/p>\n

2- Create and send the estimate to your client or lead<\/h2>\n

Once you\u2019re on the client\/lead profile, you need to go to the\u00a0Estimate<\/strong> tab and click\u00a0Add<\/strong> to create a new estimate.<\/p>\n

\"send<\/p>\n

Once in the Add Estimate<\/strong> form, you need to add the following information to the estimate:<\/p>\n