This document is a step-by-step guide to demonstrate how to manage your estimates in Docket. If you still have questions or need additional support, please contact us via live chat at https://www.yourdocket.com/
Steps to Managing Estimates in Docket #
Step 1: Open up your Docket account and click Estimates from the sidebar
Step 2: By adjusting the Status Filters you can easily filter your estimates by which ones are awaiting a response, which ones have been accepted/denied, or view all of them.
Step 3: You can also see from the main estimates page, which estimate has been delivered to the customer, read by the customer, which of your employees responded, and on what date.
Step 4: Open the estimate you need to address and go to Actions to provide the response necessary. While in Actions, you can also convert the estimate to an invoice to seamlessly copy over the customers information to billing.
VIDEO: Managing Estimates #
Thank you for taking the time to learn how to manage your estimates in Docket! We value your time and appreciate you taking a moment to review the steps with us. We know there is a lot to learn so we hope these documents provide you with an peace of mind and a user-friendly way to train your employees and freshen up on the processes. If you come across a better way to complete these tasks, we are always open for feedback!