In today’s video, we’ll be talking about Estimating, specifically, estimating Contract opportunities.

In this video, you’ll:

  • Learn how to create an estimate for a contract opportunity

  • Understand how to create a payment schedule for fixed price contracts

  • Discover how to print and email proposals


Sections

  • 0:00 Introduction

  • 0:32 Creating an Estimate

  • 6:26 Adding an Optional Service

  • 8:53 Adding Different Invoice Types to Services (Blended)

  • 10:34 Pricing Override Box Explanation

  • 14:19 Final Check of Services

  • 14:58 Completing the Estimate

  • 15:26 Using a Fixed Price Payment Schedule

  • 18:56 Approved Status Explanation

  • 19:46 Printing The Proposal

  • 25:29 Emailing the Proposal

  • 28:01 Winning the Opportunity

  • 29:42 Reviewing Work Tickets After Winning the Opportunity

  • 31:01 Brief Overview of Scheduling Work Tickets from Won Opportunities

  • 32:18 When A Customer Signs a Hard Copy Proposal

  • 34:18 Copying an Opportunity

  • 35:57 Saving a Contract Template


Training Video

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