Ability to create Quotes/Estimates for home service business
complete
E
Emmanuel Sarikie
Most home services contractors (plumbers, tree service, landscaping, handyman, cleaning businesses etc.) give job/service estimates to their customers, once the quote/estimate get approved by the customer then the go ahead and do the job. When the job is completed they send an invoice. Currently we can send invoices but NOT estimates natively within GHL. We need to integrate ability to send estimates/quotes natively if we are to make GHL an
All-in-One software. Competing companies in the space are getjobber.com, Honeybook, Housecallpro etc.
Log In
S
Sales & Marketing
complete
This is now live. Refer here for change log - https://ideas.gohighlevel.com/changelog/proposals-and-estimates-live-under-payments
D
Danny Garcia
I run a photography service that goes to client locations daily. I am hacking together something that sort of works, but it would be great to have support for service appointments of varying duration.
The basic customer journey for my business is: pick services > see total > allow cart edits > gather info > select date on the calendar > take a deposit payment > create invoice with selected services (minus deposit paid) > complete service and bill client
G
GradeTransferer – David Polgar
School districts use a similar system, however after receiving a quote, they send a Purchase Order in lieu of money. Next, we invoice them and provide the service and once they're satisfied, they send a physical check. The Purchase Order is a legally binding contract for services as a form of payment, however GHL does not have a way to accept these 'orders' without a card payment being made. If the 2-step order form could have an "upload Purchase Order" option to go alongside this 'Quote --> Purchase Order --> Invoice --> Check' process that would phenomenal and would help organize incoming funds a lot cleaner than the PO-submission form we have now that gets manually merged into the contact, after which the Quote gets manually updated and sent out to the customer as an Invoice.
C
Christian Konu
Please add this
M
Matthew Reif
When will this be released? My client is waiting but thought it was supposed to be by the end of June.
J
Jaime Vives
Yes please! This would be amazing and would really compete against other competitors
S
Salman Azhar
Can we get a sneak peek at what this feature would look like? I've been waiting for this a long time. It is crucial for my business.
S
Sales & Marketing
Salman Azhar: Refer to this video here which was posted in the facebook group - https://www.loom.com/share/a2219ea6129a4e829de818344355aa75?fbclid=IwAR1B7TpTo094ONjHZAvFgTNaMTQMQnGoa4ERuy4NLvhpf8UQ0W23Zm4fIxc
S
Salman Azhar
Sales & Marketing: Thanks for this. Great Help
W
Wilme Leverage
Sales & Marketing: Looks good
S
Sales & Marketing
Merged in a post:
Estimates
J
John Hancher
Be able to allow SAAS customers to send estimates to the clients
B
Bryan Ubink
How about integrating moneybird for this? That gives you everything you need to let people sign estemates and with automation if invoice isn't paid and payment qr code on the invoice and all of that!
E
Elsie Silva Kniff
Just wondering if we had any ideas on ETA?
Load More
→