Generate & Email an Estimate (How-To)

An estimate can be generated when you are creating a new reservation, viewing a reservation that has not yet been checked out, or editing an existing reservation.

 

Generate an Estimate

  1. Navigate to the New Reservation page: Left-hand Navigation: Reservations » New Reservation.
  2. Enter the details of the reservation and any additional services.

  3. Select the Estimate tab. The estimate will appear below.

    Screenshot 2024-07-18 at 5.31.44 PM.png

  4. Review the generated Estimate.

    Tip: If you make changes to the reservation, the estimate will automatically update without the need to refresh. 

  5. Email the generated Estimate by selecting the paper airplane button. A window will appear with the owner's email address or you can enter a different email address to send the estimate to.

    Screenshot 2024-07-18 at 5.34.52 PM.png

    Screen_Shot_2018-10-18_at_8.15.04_PM.png

  6. Select Save.

    Tip: To print an estimate, press Command-P (Mac) or Control-P (PC) on your keyboard when viewing an estimate.

The estimate will only reflect what has been added to date, so please be aware that the total cost may increase or decrease should services be added or canceled later, etc.

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