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.
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
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.