GuardsPro gives you the convenience of creating and sending professional estimates to your prospective clients, for the services offered by your security guard company, so you can streamline the bid estimation process with accuracy and eliminate pricing errors.
It is easy to send invoices to even the clients not registered in the system, just follow these simple steps.
Click on the Invoicer tab on the main menu and select Estimates from the drop-down. Now click on the New Estimate button.
On the next screen, under the Bill To section, click on Client and select the option Enter Manually from the drop-down. Now enter the client’s name and hit Save.
Now you can go ahead and add all the details as you would do while creating an estimate normally. You can Preview and edit the estimate created, or you can Save and Continue to send the estimate to the client later.
The estimate so created will be shown under the list of estimates with the status as "Unsend" which you can send at a later date.
To send it, simply fill in the email ID of the sender and the recipient, add a subject, add an optional message and hit Send. The estimate will be delivered to the client via email.
Note: Estimates can be converted to invoices only for the clients registered in the system.
If you have any more questions, please feel free to contact our support team anytime.
Please feel free to watch our informative tutorial video on YouTube:
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