Jobs and estimates
Everything in BidWrap hangs off a job: its estimate, its invoices, its kit and its receipts. These guides take a job from the first enquiry to an approved estimate.
Basics
- Creating a jobStarting a new job, and what each box in Job details is for.
- Job statuses and the stage barWhat each status means, which ones change by themselves, and what the jobs list shows.
- Building an estimateAdding lines from your catalogue, custom lines, tax, discounts and the totals.
- Sending an estimate to a clientEmailing it from BidWrap, or sending the PDF or the link yourself.
- How clients approve an estimate onlineWhat the client sees, what they do, and what changes in BidWrap when they approve.
- Finding a jobSearching by title or number, and filtering by status.
- Deleting a job, or marking it lostWhy Lost or Cancelled is usually better than deleting.
Everyday
- Typing the days in plain wordsPrep, shoot, hire, returns, half days, and how the days charged are worked out.
- Setting the days on kit linesUpdating every kit line after the dates change, or charging for the shoot days only.
- Kit clashes and pencilsThe warnings on an estimate when your own kit is short or booked on another job.
- Cross hire and your marginKit you hire in from someone else, what it costs you and what you make on it.
- Revisions: offering optionsKeeping more than one version of an estimate, and what happens when one is approved.
- Writing a usage licenceUsing the licence builder, or starting from a template you saved.
- Licence end dates and remindersSeeing when each usage licence ends, and being reminded 90, 60 and 30 days before.
- Duplicating a jobStarting a repeat job from an old one, with its client, wording and estimate lines.