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Estimate Revisions

ESTIMATE REVISIONS is the record of how the estimate changed. The ORIGINAL row is the first estimate, and ARM adds a revision by itself whenever the total goes up and you print or finalize, or when the customer approves inspection items. Each row shows the date, time, added cost, new total, whether it is signed, and a Status switch that decides whether it prints. Select a row to see its Revision Details and to get the customer's signature on it.

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How do I see and print the estimate revisions? #

  1. From the Home Screen, click Invoices → Invoice List and open the invoice.
  2. Click ESTIMATE REVISIONS.
  3. Click VIEW on a row to see the labor, parts and totals at that revision, or PRINT to print it.
  4. Click Print All Revisions to print them all.
Estimate Revisions
Estimate Revisions

How do I get the customer to sign a revision? #

  1. From the Home Screen, click Invoices → Invoice List and open the invoice.
  2. Click ESTIMATE REVISIONS and select the revision.
  3. In SIGNATURE, on the Sign Here tab, have the customer sign and click Save Signature, or Save Signature on All Unsigned Revisions to sign every one at once.
  4. To sign remotely, open the Send SMS/EMAIL tab and click Send Email or Send SMS.

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