Show finished work on an estimate
A price list does not show the homeowner what the work looks like when it is done. Put finished jobs from your showcase on the estimate, and they see the photos before they say yes.
Put a finished job on your showcase.
Open that job, open Docs, and tap Share photos (the photo icon at the top of the files). Choose Add to my showcase. Title on the page is what the client reads, such as Kitchen remodel. Leave the client name out. The public page shows the photos and the town, never the street or the photo notes.
Open the estimate.
Go to Sales, Estimates and open the estimate. Tap the three dots, then Show finished work. The item is there only for people allowed to edit estimates.
Pick up to 4 and save.
Tick the jobs. The client sees them on the estimate under Finished work like this, each with its public title and the town and state. The street, the job's internal name and the photo notes stay off.
Take them off.
Open Show finished work again, clear the ticks and save. The estimate no longer has a finished-work section.
What stays off the estimate
A private gallery, a job from another company, and a job you later remove from the showcase do not appear, even if they were picked before.
An estimate you never pick jobs for stays as it is: no finished-work section.
The estimate e-mail
When you picked finished work, the e-mail tells the client the estimate includes photos of finished work and points them to the same link. An estimate with nothing picked stays quiet about it.
Questions
Does it cost extra?
No. Show finished work is part of every plan.
The list is empty. What do I do?
Nothing is on your showcase yet. Add a finished job from its photos, as in the first step, then open Show finished work again.
Can I pick more than 4?
No. The picker says Pick up to 4 and does not add a fifth.
Does the client see the street address?
No. They see the town and the state, the public title and the cover photo. The street, the internal job name and the photo notes stay off.
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Questions? Write to hello@groundflag.com