In DaySmart Vet, you may use bundles to help create estimates. For more information about working with bundles, please see Managing Bundles.
When using a bundle to create an estimate, you will have the option to define a low and high range for each item in that estimate. |
Creating an Estimate at the time of Check-in
Navigate to the applicable appointment
Click on "check in"
Select the applicable bundle, if desired
Set the "billing field" to "estimate"
Click "check in"
The checked in appointment will include a link to the estimate, until the estimate is converted to an invoice, after which, the appointment will include a link to the invoice. |
Creating an estimate from the Billing module
Click on "Billing"
Click on "estimates" and select "new estimate"
Complete the form that appears
Click "save"
Creating an Estimate from the "Quick Add" button
Click on the green plus sign at the top right of the screen
Click on "New Estimate"
Searching for an existing Estimate
Go into the Billing Module
Use the search bar to the right to type in the estimate number, the estimate name, or the client name
This search field will look for anything within the Billing Module, including invoices, credits, returns, etc. Therefore, when searching for an estimate, be sure to select the drop down item that says "estimate":
Click on the estimate you wish to open, and it will lead you directly to that estimate.
Adding items to an Estimate
Navigate to the applicable estimate
Click on "items" and select "new item" to add an individual item, or "new bundle" to add a bundle
Complete the form that appears
Click "save + done" to save the current item and close the form, or "save + add new" to save the current item and add a new item
Declining an Item
You have the ability to decline single items or multi-select items to save time.
Single Item:
Navigate to the applicable estimate
Click on the gear icon next to the item you wish to decline, and select "decline item"
Complete the form that appears
Click "Save"
Multi-Select:
Navigate to the applicable estimate
Click on the "Items" tab and select "Decline Items"
Check the box next to the items you wish to decline and select "Decline Selected" on the top of the item list
Enter in the "Reason" and click "Save"
Declined items will be moved to the "declined" tab of the estimate. However, these declined items will be omitted from the converted invoice. See screenshot below: |
Deleting an Item
You can delete single items or multi-select items to quickly delete more than one item.
Single Item:
Navigate to the applicable estimate
Click on the gear icon next to the item you wish to delete, and select "Delete item"
Confirm your intent to delete the item
Multi-Select:
Navigate to the applicable estimate
Click on the "Items" tab and select "Delete Items"
Check the box next to the items you wish to delete and select "Delete Selected" on the top of the item list
Confirm you wish to delete this
Approving an Estimate
Navigate to the applicable estimate
Click on "approve estimate"
Complete the form that appears
A client's signature can be captured using any touch device. The signature will be stored along with the estimate for future reference. |
Converting an Estimate to an Invoice
Navigate to the applicable estimate
Click on "convert to invoice"
Complete the form that appears
Click "convert"
An estimate can only be converted to invoice after the estimate is approved. |
To learn more about working with an invoice, click here . |