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