Use a sales template to make an estimate
To make it easier to add many items to an estimate, use a sales template.
- Make sure that ezyVet has an applicable sales template with the estimate items that you want
- Make sure that you know:
- How to get an in-person signature for an estimate
- How to send an estimate for an electronic signature with SMS or email
- Select Clinical.
- Select New Estimate.ezyVet shows the New Estimate screen.
- Make other settings as necessary, then select Create.
- Select + Sales Template.ezyVet shows a Select sales template products dialog box.
- In the Template box, find and select the applicable sales template.
- Do a check of the template items and adjust the Low qty and High qty values as necessary.
- Do a check of the estimate and make changes as necessary
- Select Share with client and send the estimate with SMS or email, or get an in-person signature from the client