Creating and sending an Estimate

Roopairs allows you to create new Estimates for current or new clients. Once you have entered in the details of your Estimate (service type and estimated service charges/parts) you are then able to use Roopairs to electronically send the Estimate to your clients via email or text. Follow these steps to create your first Estimate.

Create a New Estimate

From the Dashboard select + New Estimate.

Or, using the sidebar on the left, select Estimates and then in the top right click + New Estimate.

Select your Client

You can select the client this Estimate is for from the dropdown by either clicking into the dropdown and choosing from the list or by typing in the name of the client the Estimate is for.

If this Estimate is for a new Client that is not already in your system you can click the green + button to create your new client with the appropriate client details. Learn how to create a new client HERE.

Select your Service location

You can select the Service Location this estimate is for from the dropdown by either clicking into the dropdown and choosing from the list or by typing in the name/address of the Service Location the estimate is for.

If this Estimate is for a new Service Location that is not already in your system you can click the green + button to create a new Service Location with the appropriate details. Learn how to create a new Service Location HERE.

Select your Service Type

You can select the Service Type for this Estimate from the dropdown by either clicking into the dropdown and choosing from the list or by typing in the name of the Service Type for this Estimate.

If this Estimate will be for a new Service Type that is not already in your system you can click the green + button to create a new Service Type with the appropriate details. Learn how to create a new Service Type HERE.

Enter in the Billing Address

Once you have selected your Service Type you will want to enter in the billing address details.

Or, if the Billing Address is the same as the Service Location you can click the box that says Same as Service Location.

Select your Issue Date and Expiration Date

Once you enter in the Issue Date and Expiration Date you will be able to select your Estimated Service Charges, Parts and Materials, Trip Charges, and Discounts if any of these apply to this Estimate.

Add Service Charge

The first thing you will want to do is add your estimated Service Charges by clicking the + Add Service Charge button.

Select which type of service you are providing.
Select whether this is an Hourly Service Charge or a Flat Rate.
Select whether this is a Taxable or Non Taxable service.
At the very bottom of the page you can choose to enter in a Service Summary if you wish too.
Review the items of your Service Charge and click the green Add button at the bottom when finished.
If there are additional Service Charges for this Estimate you can now repeat this process to add the additional charges.

Add Estimated Parts and Materials

If this Estimate will require any parts you can add them to the Estimate by clicking the + Add Part or Material.

Select the necessary part from the dropdown or you can search it by name in the dropdown as well.
Enter in the Quantity and Unit Price of the part.
Select whether this is a Taxable or Non Taxable item.
Enter in any additional notes regarding this part in the Detailed Summary section at the bottom.
Once you have verified these details you can click the green Add button at the bottom to add this part to your Estimate.
If there are additional parts required for this Estimate you can now repeat this process to add those items as well.

Add Miscellaneous Charges

If this Estimate will require any Miscellaneous Charges you can add them to the Estimate by click the + Add Miscellaneous Charge button.

Select your Miscellaneous Charge from the dropdown or search it by name in the dropdown.
Enter in the Quantity and Unit Charge for this Miscellaneous Charge.
Select whether this is a Taxable or Non Taxable item.
Enter in any additional notes regarding this Miscellaneous Charge in the Detailed Summary section at the bottom.
Once you have verified these details you can click the green Add button at the bottom to add this part to your Estimate.
If there are additional Miscellaneous Charges required for this Estimate you can now repeat this process to add those items as well.

Add Discounts

If this Estimate will require any Discounts you can add them to the Estimate by clicking the + Add Discount button.

Select your Discount from the dropdown or search it by name in the dropdown.
Enter in the Quantity and Unit Price of this Discount.
Enter in any Additional Notes regarding this Discount in the Detailed Summary section at the bottom.
Once you have verified these details you can click the green Add button at the bottom to add this discount to your Estimate.
If there are additional discounts required for this Estimate you can now repeat this process to add those items as well.

Select your Tax Type for this Estimate via the dropdown or search it by name in the dropdown.

If you require a Down Payment for this Estimate you can enter it in at the bottom of the page in the Required Down Payment section.

Review and Send Estimate

Review the Estimate to verify you have all the correct details entered in.

You can choose to preview the Estimate to see how it will be displayed to your clients by clicking the Preview Estimate button at the bottom.
If you still need additional details for this Estimate before sending it out, you can also save the Estimate as a draft and return to it later by clicking Save Draft at the bottom.
If you have reviewed the Estimate and verified it is ready to send, you can click the green Create and Send button at the bottom of the page.

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