Availability

This feature is available to all customers on an Enterprise Plan. 

If you are on a Fixably Premium, Basic or any legacy agreement, please reach out to customer.success@fixably.com

Settings

Enable Cost Estimate with Options

Once you have configured Cost Estimate with Options, enable this checkbox to turn the feature on for your Technicians and Users to use.

Show default options

Make sure this is enabled

Auto generate Cost Estimate PDF file when a Cost Estimate is sent

Fixably can automatically generate a Cost Estimate PDF when the email is sent to the customer. 

If you would like this to be enabled, make sure the checkbox is selected

Enable online checkout

Check to enable automatic online checkout for cost estimates. Please contact support for enabling online payments in the Portal.

Currently supported Payment Gateways:

• Stripe
• Buckaroo
• Prezelewy24 (P24)

Take Online Payments as Deposit

By default, an Invoice is created when the customer accepts a cost estimate. 

If you are using a payment integration and would like this payment to enter Fixably as a deposit, click this checkbox. 

Disclaimer

The disclaimer field is visible when the cost estimate is sent to the customer. This can be used if you wish to include some basic terms and conditions. 

Add Order Statuses

In each Queue where you expect to send a Cost Estimate, make sure you have the following status types configured:

Pending cost estimate acceptance

This status is set automatically when the User sends the cost estimate to the customer.

Cost estimate accepted

When the customer accepts the cost estimate, this status is set automatically. 

Cost estimate rejected

When the customer rejects the cost estimate, this status is set automatically. 

Update Email Templates

• When Cost Estimates is enabled in your tenant, new email templates are added:
  • Cost_estimate
    • This template is used when the User sends the cost estimate to the customer.
  • Cost_estimate_accepted
    • This template is sent to the customer when they accept a cost estimate.
  • Cost_estimate_rejected
    • This template is sent to the customer when they decline a cost estimate. 
  • Cost_estimate_cancelled
    • If a User cancels a cost estimate from the Order, this email template is sent
  • Cost_estimate_expired
    • If the User specifies an expiry, this email is sent to the customer when the Cost Estimate expires. 

Setting up Cost Estimates with Options

1. To set up Cost Estimates, go to System Settings > Cost Estimates.

2. At minimum, Cost Estimates requires a basic Approve / Decline Workflow. 

3. To add an Approve option, click the New Cost Estimate Option button

4. Fill in the Name and Description. These values will be visible to your customer when they see the Cost Estimate in the Portal. Under the option type, select Approve. In most cases, you'll also want to check the Include Order Lines check box. This will make sure that the customer see what they are being quoted and (if using a payment integration) will pay for the correct items. 

5. To add a Decline option, click the New Cost Estimate Option button

6. Fill in the Name and Description. These values will be visible to your customer when they see the Cost Estimate in the Portal. Under the option type, select Decline.