Get a quote started
Describe the work and the details you already know. Use the conversation to shape the estimate, then review the scope and line items.
“Make a quote for repainting a two-bedroom apartment, including preparation and two coats.”
If you can do it in Worklocker, you can ask for it.
Tell Worklocker what you need in the words you'd use with your team. Get a quote started, work out the schedule or pick up the next invoice without finding another blank form.
Open your workspace“Put together a quote for repainting a two-bedroom apartment. Include wall prep and two coats.”
Say what needs doing.
Try a practical request and see how the conversation can bring the details together.
Work out the schedule
Keep the job, the crew and the timing in the same conversation. Ask for the assignment you have in mind and review the plan.
“Put a two-person crew on the repainting job next Tuesday morning. Show me any conflicts first.”
Pick up the next invoice
Start from the work that's finished. Ask for the invoice and bring the customer and job details into view for the next step.
“Draft an invoice for the finished repainting job and show me the customer details before it goes out.”
Start with the job you have in mind.
These examples are illustrative. Continue in Worklocker for your own customers, estimates, jobs, schedules and invoices.