🚀 Create Effortless Estimates and Quotes with iTrade in Just 90 Seconds!
📊 In this quick tutorial, we'll show you how to generate accurate and professional estimates and quotes using the iTrade App, making your project planning and client communication a breeze.
📥 Step 1: Access the Estimates Feature
Open the iTrade App and log in to your account.
Navigate to the "Estimates" section.
🔄 Step 2: Start a New Estimate
Click on the "New Quote" button to begin.
Enter basic details such as the project name, client information, and the date.
📊 Step 3: Add Items and Costs
Add the materials, labor, and any other costs associated with the project.
Use predefined templates or manually input the items and their prices for accuracy.
📝 Step 4: Apply Margins and Discounts
Easily apply margins and discounts to your items to ensure profitability.
Adjust the percentages as needed to meet client expectations and project requirements.
📂 Step 5: Review and Customize
Review the estimate for accuracy and completeness.
Customize the estimate with your terms and conditions, plans and documents and any additional notes.
✅ Step 6: Generate and Send
Generate a professional-looking estimate document with just a few clicks.
Send the estimate directly to your client via email.
🔧 Additional Tips:
Save frequently used items and templates to speed up future estimate creation.
Use the "Revise" feature to quickly create similar estimates for new projects.
Watch the video now and master the art of creating effortless estimates and quotes with iTrade! Keep your projects on track and impress your clients with professional and accurate estimates.
📌 Learn More and Get Started with iTrade: www.itrade.net/
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