[Dave Garrett]

Excellent programme always adding extras ...Love the estimate email looks very professional could do with confimation email once customer has accepted estimate ie Date job booked in etc clean 4 weekly contact details will text prior to date ....could look like a contract if you know what i mean

[gewindows]

Love the estimate email looks very professional

Wheres that?

[Dave Garrett]

What ?

[Mike #1]

When you create an estimate I think you have the option to email it.

I still think it would be better for invoices if you had a option to add colour preferably blue to company details , It would make them look more professional rather than black and white it is the only complain I have. Mike

[gewindows]

When you create an estimate there's just an option to tick a box called 'estimate' it doesnt create a document, which is what is implied in the OP.

Cant work out what Dave is talking about. Talk us through it Dave can you as to how you get to creating this document? Cheers.

[Dave Garrett]

Rise

Click on jobs ( as if you are creating a new customer ) tick estimate fill in details as if it was a new customer remember to put in price then click save , go to planner and estimate will show up on planner click estimate it then gives you the option to email and add comments ding dong ....try you own email first

Mine always come up with blue background just like the invoices excellent

Have emailed chris re my last request they are also looking at adding auto text messages and gps routing

[Paul H]

When you create an estimate I think you have the option to email it.

I still think it would be better for invoices if you had a option to add colour preferably blue to company details , It would make them look more professional rather than black and white it is the only complain I have. Mike

Mike get yourself a little colour logo or make one of your name in colour save it ... then you can add it into the logo bit.. looks the part

[gewindows]

Rise

Click on jobs ( as if you are creating a new customer ) tick estimate fill in details as if it was a new customer remember to put in price then click save, okay got that far

go to planner and estimate will show up on planner yup, that's fine

click estimate you mean click the job link in The Planner?

it then gives you the option to email and add comments ding dong ....try you own email first

This is what Ive got when I click the job in The Planner.





Theres an email addy to click if thats what you mean, but i click that and all i get is my email client opening with an email addressed to me on it!

[Dave Garrett]

strange mines like this :

[gewindows]

Thats odd, no esitmate button on mine. Maybe theres a setting inside the gubbins that changes that.

[Dave Garrett]

you have email mate ...Perhaps its something in your settings

[gewindows]

I have a button now for 'New Invoice' lol not Estimate.

Some setting in it!




I click it and get this




lol

oh well.

[Ian Lancaster]

It could be because you've got your own email address on the estimate - you need to have the prospective customer's address there

[Mike #1]

When you create an estimate I think you have the option to email it.

I still think it would be better for invoices if you had a option to add colour preferably blue to company details , It would make them look more professional rather than black and white it is the only complain I have. Mike

Mike get yourself a little colour logo or make one of your name in colour save it ... then you can add it into the logo bit.. looks the part

Great idea Paul but far to technical for me i would not have a clue where to start  . Mike

[Chris @ Aworka]

Just to clarify how the estimate emails work...

You create a job and tick the Estimate checkbox, then add it to the Planner. At this point, the Estimate will be marked 'To Do'. Mark the estimate Done and adjust the price when you know what you want to charge, e.g. this might be after you have visited the customer. At this point, you should see the Send Estimate button at the bottom of the Edit Job popup.

Mike: I may be able to help you with your logo... do you use anything at the moment, e.g. on your van, or have any idea how you would like it to look?

[Mike #1]

Hi chris i dont use any signage at the moment , But part of my uniform is a pale blue polo-shirt and a darker blue sweatshirt .

When i was doing my own invoices with the company name been in royal blue my business cards from vistaprint have a pale blue water effect on them,  so open to interpretation with incoperation of 2-3 shades of blue and grey to blend with current invoice colour .

Would be really grateful if you could produce something for me thanks Mike

[roundbuilder]

Chris what do i need to do to transfer george dater to aworka to save having to type them all out?? Thanks

[Chris @ Aworka]

Mick, just email me your latest George backup.geo file to import@aworka.com, and I can import your customer data directly from that.

[Chris @ Aworka]

Mike, I'll have a go at a logo for you... if you think it would be helpful to email me any pictures of your business cards or anything else, please do!

[Mike #1]

Ok thanks chris just about to go out , So i will scan a business card later i email it across to you tonight , Thanks again really grateful . Mike