Estimate

Cocoacc Lite provides both Estimate and Quote. Estimate is very similar to quote, but estimate is not legally binding. It shows prospective customer a scope of job, break down service / product cost and proposed service / delivery date. Estimate is a non-posting transaction. It does not affect your chart of accounts.

Open Estimate app from

  • Customer Menu -> Click Estimate icon
  • Or Enter url http://localhost/Estimate on your browser.
  • Or specify server ip address if you connect from other devices (notebook, tablet, smartphone or peer pc) : http://192.168.1.10/Estimate
  • Check your server ip address here.

 

Estimate Features

  • estimate for both customer and lead
  • markup % and total columns*
  • service date column*
  • progressive invoice
  • support price level
  • support job, sales rep, class, tax
  • support discount item and subtotal item
  • memorize estimate for future use
  • print and send email
  • convert to Quote / Order / Invoice / Purchase order.

* — Enable or disable it per estimate record (not application level)