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Create an Estimate and Assign it to a Field Worker

After the customer record is complete, you may create a job for that customer. There are two types of jobs you can create:

  • Estimates. This is a tool for your company to manage and close proposals. If a customer requests an estimate, you can create a job record for this estimate and assign it to a field worker.

  • Work orders. This is a job for a technician. Unlike an estimate, the customer has requested you to complete a job.

Although these job types function differently in a company’s workflow, they function similarly in ServiceBridge. This section will go over how to create an estimate on the web version.

Creating an Estimate in the Web App

  1. Log in to ServiceBridge.

  2. Scroll to the Universal Add Button, and select Estimate.
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  3. Complete the form's four sections:

    1. Customer Information — mostly auto-filled from the customer record.

    2. Estimate Information — Summary, Status (set to Assigned for a field worker), Team, and Confirmation Status (if applicable).
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    3. Schedule — date and time.
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    4. Notes — any additional notes.
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  4. When you are done entering this information, click Save.
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    You can view the estimate record under your estimates, or search for it in the Search bar.

Add a To-do List to an Estimate

Job To-dos let you tell the field worker exactly what to do and record it on the job — so nothing is missed and required tasks (including required photos) are captured before the job is closed.

Estimates can carry To-dos too.

Use the To-do List section under Products & Services to add To-dos — including Photo To-dos that guide a required set of photos. Mark any To-do as Required, and drag to set the order.

Learn more in How to use Job To-dos.

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