Estimates


The Estimates section allows you to view any documents that were created and saved in the Leap app. Documents include completed contracts, proposals, results report, and custom option docs. You can Responsive image these documents by Customer, User, Date, and Office.

Responsive image

To view the documents and estimate details, click on the Customer Name or Documents button.


Estimate Break Down

Responsive image

The buttons above the Customer information represent the type of documents that were saved and sent. Click on the name of the document to open and view. Click the Responsive image button to resend a document. The document will be resent on behalf of the original sender (user) as if they sent it from the Leap app.

You also have the option to download all the documents at once by clicking on Responsive image. This will download all the documents in a zip file into your computer.

Activity Logs

The Estimates section also contains a Log report which tracks important information about the appointment. The system logs the date and time the user was in a particular section of the Leap app. This is particularly useful for keeping track of the user’s activity, as well as monitor what time the documents were sent and what time the appointment was resulted.

To view the Logs, simply click the Responsive image button.

Responsive image

Responsive image


How Activity Logs Work


  1. Leap starts logging the appointment when the user taps the Clear button and creates a new customer or selects an appointment from the calendar.
  2. Every action from here on out will be logged and attached to this estimate.
  3. The logs are finalized and submitted once the user results the lead by tapping Results > Save

Send Payment Request

You are now able to send Payment Requests to customers through the Estimates page. This is particularly useful if a customer wants to use a different payment method than what is currently on file.

To use this feature, click Responsive image on the upper-right corner of the Estimates page. A box will pop up where you can fill in the necessary information.

Responsive image

Office
Which office you want to make the payment request from
From
Whether you want the payment request to be sent from your email address or from noreply@leaptodigital.com
To
Which office you want to make the payment request from
Payment Type
Determines how the recipient can process their payment
Amount
The total amount of money you are requesting
Message
The message you want to display in the request email
Transaction Description
What the payment request is for