Quote from the field

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The written steps below are the whole walkthrough.

1. Quote right from the job you're standing at
2. The estimate builder opens with the customer already filled in from the job
3. Search your own equipment catalog
4. Eight heat pumps, filtered from the 41-item catalog
5. Add the replacement heat pump to the estimate
6. The quote saves itself — the heading becomes Edit Quote, with the line on it and a Saved time
7. Add a note the customer never sees
8. The internal note is written and already saved
9. Terms sit right below — these the customer does see
10. The customer-facing terms are in and saved
11. Good, Better and Best are priced from your multipliers — sending all three is a paid upgrade
12. Head back to the schedule
13. Today's column, with the job you were just at
14. The estimate stays attached to the job
15. The job's button now reads View Estimate — the quote lives on the job

Recorded August 2026

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The written steps below are the whole walkthrough.

1. Your day, in order
2. Four stops today — one en route, three upcoming
3. Tap a stop to see what's waiting
4. The stop's details slide up — service, window, address and phone
5. The full job record, on the phone
6. The job opens in full, with Create Estimate in the header
7. Start an estimate without leaving the driveway
8. A blank estimate, opened against this job — customer already filled in
9. Add what the job actually needs
10. Equipment, material or a custom line
11. Straight from the company catalog
12. The whole equipment catalog, priced
13. Find the unit
14. Eight heat pumps to choose from
15. The price builds itself
16. One line, priced and taxed — total $3,829.34, and Save comes alive
17. Saved — and tied to this job
18. Now Edit estimate — the quote is saved
19. Back to the job, estimate attached
20. The job's button now reads View Estimate

Recorded August 2026