Start by making sure the intake form is set up for the service you want to automate estimates for. The service variables collected from that form become the inputs for estimate creation.
Estimate
Estimate and deposit workflow
Use service intake variables and pricing rules to generate estimate line items, produce a PDF estimate, and send it to the client portal for approval and deposit.
Create pricing rules that use those service variables. The rules define how different client inputs affect pricing, quantities, and estimate structure.
Those pricing rules are then used inside the automated estimate creation workflow to quickly generate estimate line items based on the information obtained from the intake form.
Generate the estimate as a PDF so the client receives a clear, structured document instead of a loose message or manually assembled quote.
Send the estimate to the client through the client portal so they can review it, download the estimate PDF for their records, approve it, and pay the deposit to finalize the booking.
