The process is as follows for users depending on their roles:

a. Creating an Estimate – when an order comes in, the booking team will perform the following in QBO:

1. Select + New, then select Estimate.

2. Select + Add customer. Then select a customer from the ▼ dropdown. Or, to add a new customer, select +Add new, enter the customer info, and select Save and close.

3. Select the ▼ dropdown in the Product or service field and add the products or services to the estimate. Or, to add a new product or service, select + Add new, enter the info for your product or service and select Save.

4. Then you're ready, select Save.

5. To email the estimate to your customer, select Review and send. Then edit the email message, if necessary, and select Send estimate.

b. When the job is completed, estimates can then be turned into invoices, as follows:

1. Go to Sales, then select All sales

2. Find the estimate.

3. In the Action column, select Create invoice.

4. When you're ready, select Save to save the invoice, or select Review and send to email the invoice to your customer.

Note that all open estimates can be pulled in a Report.

Price Matrix:

QBO has Price Rules that can be applied and attributed to customers. When preparing an estimate or an invoice, the services will present as a drop down list depending on the services and respective prices linked to that customer.

I am in the process of setting this up. Janice is providing me with a price matrix early next week. This will effectively have the CDS Sheets maintained in QB for all customers.

Margin Analysis and Supplier Pricing

The last step here is to put together margin analysis by applying suppliers and their respective pricing to an Estimate. Unfortunately, this piece is beyond my expertise and research; we are therefore waiting for Kreston to get back to us and to coordinate a meeting with a QBO representative.