Providing free or complimentary estimates can be a valuable way to build trust with potential customers and keep your business running smoothly. Luckily, there’s an easy way to create and share these free estimates using your CRM system.

📌 Why This Matters

Being able to offer free estimates means you can give customers detailed information about your services or products without any upfront cost. This helps build goodwill, encourages potential clients to engage, and makes your business look professional and transparent.

✨ What’s New

• Zero-Value Estimates: You can now create estimates with a total value of zero, making it simple to provide complimentary quotes.
• Flexible Pricing: Set product prices or the total amount to $0, so you can clearly communicate when estimates are offered at no cost.

🛠️ How to Use It

1. Step 1: Navigate to the Payments section in your CRM, then select Estimates.
2. Step 2: Create a new estimate and set the product prices or totals to $0 to make it a free or complimentary estimate.
3. Step 3: Share the estimate with your potential customer to provide a clear, no-cost quote.

💡 Pro Tip

Offering clear free estimates helps build trust with potential customers and can encourage more inquiries that lead to paying clients.