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Sidebar Overview
Sidebar Overview

How to utilize the sidebar to customize your estimates.

Staci Mitchell avatar
Written by Staci Mitchell
Updated over 6 months ago

You'll spot the sidebar on the far right of your screen within each estimate. It's your gateway to important info and the flexibility to adjust each estimate to your liking. In this article, we'll explore the functions available!
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Activity

Check out the activity section for a detailed look at all the actions happening on the estimate. It's a fantastic way to understand how your customer is engaging with the estimate!

  • Estimate Sent: Find out when the estimate was sent, what the email contained, and even restore the estimate to this version if needed.

  • Estimate Viewed: Track when and how long your customer checked out the estimate.
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  • Estimate Accepted: Keep tabs on when your customer accepted the estimate, complete with their signature.
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  • Thank You Message Sent: Verify that the automatic thank-you message reached your customer.
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  • Payment Made: Spot the moment a successful payment is made via Stripe or reported directly on the estimate.

Chat

  • See the messages your customer sends through the chat button on their estimate.
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  • You can respond via email, and we'll keep a record of the conversation in the menu sidebar for your convenience.

  • Plus, this is where you'll find a log of automatic emails, like the thank you message and follow-ups.

Followups

Take charge of your follow-ups for each estimate by heading to the follow-ups section in the sidebar. Toggle follow-ups on or off for each estimate, giving you complete control over the communications sent.

Calculations

Get a closer look at how the estimate is calculated and tailor the pricing to your liking!

  • Hourly Rate: Modify your hourly rate for this estimate.
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  • Subtotal: Manually adjust the subtotal using either a $ or % value please note: this will turn off area pricing on the estimate.
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  • Options Added: See options added by the customer into the estimate.

  • Addtnl Work: See additional work added.
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  • Discounts: Include a pre-made or custom discount.
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  • Tax: Add or remove tax from the estimate.

  • Total: The total amount of the estimate, including options, additional work, discounts, and tax.

  • Labor & Materials: Review the breakdown of labor and materials.
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  • View the estimate's Total Hours & Sales Rate.

  • Show Total: Choose to show or hide the subtotal box on the estimate.

  • Show Balance Due: Choose to show or hide the balance due (only on invoices)

Presentation

Adjust or change the presentation attached to the estimate including uploading additional documents.

Terms

In the Terms tab, you have the flexibility to update the attached terms or craft and personalize a new set of terms specifically for this estimate.

Advanced

Apply further customization to your estimate through the use of notes, integrations and visibility.

  • Client Note: Include a note for the client to appear below the total on the estimate.
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  • Estimate Visibility: Take control over who sees the estimate by toggling visibility for both the client on the estimate and the crew on the work order.
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  • Integrations: Access details if your estimate originated from another application.

Payments & Lending

This section will appear if you have connected the Stripe integration.

  • Allow Payments: Decide if you want to accept credit card payments on the estimate.
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  • Deposits: Choose the deposit amount, either as a percentage or a fixed dollar amount.
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  • Surcharging: Turn on surcharging for the estimate and specify the surcharge amount applied to credit card payments.

If you have any questions, please reach out to our support team!

Related Articles
Estimate & Invoice Activity
Setting up Payment Processing
PaintScout Payment FAQ
Estimate Settings
Credit Card Surcharging
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