About streamlined estimates
Streamlined estimates is a new pilot feature for ezyVet. The pilot feature includes new functions and user interface changes that decrease the manual work necessary for estimates.
- You can add product bundles to estimates
- ezyVet continuously and automatically saves changes while you make an estimate
- You have easy access to buttons to send estimates to clients with email and SMS
- You can easily decline estimate line items and put them back
- ezyVet automatically changes estimate statuses and shows statuses clearly
- The estimates screen is clearer and easier to use
Product bundles and estimates
The streamlined estimates pilot is compatible with product bundles. As a result, you can quickly and easily add a product bundle to an estimate line item.
If an estimate line item has a product bundle, you can make changes to the item quantities of the product bundle directly from the line item. To make changes, select the pencil button. Then, use the dialog box that shows to enter applicable quantity values.
Declined items
- Show clearly in a dedicated area in the estimates screen
- Have a button that you can select to easily move the line item back to the estimate
Send estimates to clients
When a client receives the estimate, they can enter an electronic signature to accept it. After they enter a signature, ezyVet automatically changes the estimate to the correct status.
For more information
- Go to www.ezyvet.com/piloting-projects
- In the Pilot Programs box, select New Estimates, with Bundles
- Enter the remaining information, then select Submit.