Creating a quote for services can be a great tool to have in your arsenal when speaking with a prospective client or helping an existing client budget for their trip. Time To Pet offers a way to create a customized quote for services without impacting a client's account or causing scheduling confusion.
Begin by creating a fake "Estimates" client for a prospective client, or for better auditing and tracking, use the actual client’s profile:
Schedule the services for which the client wishes to be quoted:
Edit the invoice note by clicking the pencil icon and change the note to reflect that the balance generated is only a quote:
Save the PDF invoice file to your device by clicking the green "Download" button at the bottom of the invoice and rename the PDF file to "Estimate For [Client Name] [Dates]":
Delete all events on this invoice:
Send the PDF to the client via the client's Conversation Feed or Private Feed, or via email or text outside of Time To Pet if they do not have a client account.
Finally, save the PDF to the client documents for record keeping:
