Setup
Required before sending ("stupid proofing")
Owners and admins choose what an estimate needs before it can be sent. Nothing is required until you turn it on, so a company that doesn't want it isn't slowed down.
Turn it on
Settings → Company Profile → Required Before Sending (app) or Settings → Company (office web page). Check what you want:
- How to get in (entry notes, keys or codes)
- Parking / truck notes
- An on-site contact with a phone number
- A decision maker
- A billing contact with an email
- The estimate's contact has an email
- Measurements on every line
- A service chosen on every line
- A scan or floor plan
- At least one photo
- Hose route, safety & caution notes
- Permission to scan on file
- Payment info on file
What estimators see
The estimate shows a Required Before Sending list of anything missing and how to fix it. Opening the proposal or Send to Customer is blocked until it's all there.
Owners and admins can still Send Anyway when they need to.
More in Setup
Start here: setup checklistCreate your company accountApp Lock and Face IDCompany profile and logoYour account: name, password, email, deleteManaging your team on the office web pageServices offeredThe office web pageRate sets: standard and contract ratesPrice one surface the same as anotherSquare-foot pricing: bands or tiersService minimumStairs pricingUpholstery pricingAdd-ons and extra chargesPayment terms and card feesSales tax by stateTravel and mileageBranches, franchises and state licensesProposal wordingLead sourcesPromo codes and employee perk codesBluetooth laser measuresW-9 and insurance certificate for commercial customersPrice sheets to print or exportConnect QuickBooks OnlineEmails when a customer answersWebhooks — send data to Zapier, Make or your CRMInvite your team and choose rolesPrice changes on site — as needed, within a limit, or lockedPermission to scan and photographScreenshots, the security log, and people who leaveTraining coursesCondition charges — wool, woven, soil, petsWalls, countertops and bathroom fixturesPlan & BillingBooking accepted proposals in ZRWare (Zerorez)Export customers to a spreadsheetAutomatic follow-ups on proposalsOnline booking, deposits and cancellationsTeam chat — one on one, groups, photos and videosBring your customers in from QuickBooksBring customers in from a spreadsheetPayments — use your own processorWhat you do — setting up your servicesDepartmentsLate fees on overdue invoicesRefunds — card payments and QuickBooksReports and sharingSwitching companiesMonthly goals