The Estimate section of your Billing Settings area is where you’ll configure a few automated options related to estimates and set up items like estimate-specific terms and conditions.
Before You Start
Here are a few things to know before you continue:
- We recommend that only the Account Owner(s) or main Office Admins(s) set up or change the settings covered in this article.
- Depending on how your permissions are set up you may not be able to access some or all of these settings. Please reach out to your Account Owner if additional access is needed.
- As you make changes to your default settings, don’t forget to click the “Save Settings” button in the top right corner!
Navigate to Billing Settings
To access the Estimate section of your Billing Settings area, just follow the instructions below:
- Click on “Account” in the bottom left corner.
- Click on “Settings” at the top.
- Click on “Company” right below.
- Click on “View” on the Billing Settings card.
- Click on “Estimate” at the top.
Billing Settings: Estimate Directory
You’ll see 2 expandable lists of settings organized by function:
- Automations
- Settings
As you make changes to your default settings, don’t forget to click the “Save Settings” button in the top right corner!
Automations
Share Estimate Automatically
This setting is turned OFF by default.
Turning this setting on means that any time you create an estimate, it’ll automatically appear on the client’s Client Dashboard.
Create Job after Estimate Creation
This setting is turned OFF by default.
This setting is usually used by junk removal businesses. Turning it on means that any time you create an estimate, the New Job editor will appear immediately after saving the estimate.
If you have a roll-off business and you mainly use Dumpster Tasks instead of Jobs, we recommend leaving this setting off.
Settings
Display Client Account ID
This setting is turned OFF by default.
Turning this setting on means that any estimates you create will include a client’s account ID on it.
Account IDs are something that Docket automatically generates for each new client profile you add to your account and cannot be edited. You can find it in the Billing area of a client’s profile above their current balance.
Next Estimate Number
This setting defaults to 1.
Every estimate that Docket creates is given an ID number so it’s easier to locate them.
The system starts at ‘1’ and continues increasing in numerical order for each new estimate that’s created. The number displayed in this setting will change as estimates are created in your account.
To keep your Docket account and list of estimates as organized as possible, we don’t recommend changing this number.
Terms and Conditions
This setting says ‘Valid for 7 days' by default.
If you have a specific message you want to appear at the bottom of each estimate you create, add it to this setting.
Please Note: A “general type” estimate is one that isn’t connected to a Dumpster or Rental Task. If you want to add T&Cs to task-related estimates, you’ll need to set that up in the Terms & Conditions setting under Dumpster Management: Billing.
If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@yourdocket.com!