Building an Estimate (1.9.0 and prior)

The estimate is the cornerstone of Leap. There is no need for manually written specs as Leap produces detailed, digital estimates faster and more accurately.

This section allows you to enter in customer information or pull appointment information from an integrated CRM. From here, you can add measure sheet items, upcharges, and additional details. Once you’ve filled out the estimate, you can then Result it.

Quick Steps

  1. Add a Customer.
  2. Add Measure Sheet Items.
  3. Fill out the Additional Details.
  4. Add Upcharges (if applicable).
  5. Click Done.
  6. Result the Estimate.

Adding a New Customer

  1. On the Estimates screen, tap to begin.
  2. Click in the upper right hand corner to add a new customer.
  3. Add the customer’s information.
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  5. Click .

Opening a Saved Estimate

  1. On the Estimates screen, tap to begin.
  2. Click on the magnifying glass in the upper right corner.
  3. Click on the customer’s name.
  4. Click .

Adding a Product

Once you’ve added a customer, now you can add your products to the estimate.

  1. Click on the Category of the measure sheet item you want to add.
  2. If you have a standard type category, simply type the quantity of the item on the given line. If you have a drill-down type Category, click to add the item.
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  4. Tap on the measure sheet item to access Additional Details to fill it out. Please see Additional Details for more information.
  5. To add Upcharges, tap on the green arrow next to the measure sheet item. Please see Upcharges for more information.
  6. Click .
  7. Don’t forget to your estimate.

Resulting the Estimate

You can find the Results section inside of the Leap app by looking at the bottom right hand corner of the Estimates tab.

Pressing the button will open the Results screen where you can select whether the Result of the appointment is a Sale or No-Sale. Both tabs will have a series of inputs that may be required or optional. Defaults for these are typically the Result of the lead, the last price offered/sale amount, and any notes about the appointment.

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Please see Resulting an Appointment for more information.