Been with Casey for years, I’ve first hand watched him bust his ass and spend his hard earned money developing this because he genuinely cares. He went through the trouble so we wouldn’t have to, he knows all the issues of admin and Markate he’s ran into and found a way to eliminate it. Don’t miss out on this and keep spreading it. Markate is already the absolute best for window cleaning and home service providers, Casey just put it through the roof!

I had a question on how you are supposed to word this to make options work when creating and estimate

New feature pushed to production today! - Estimates now live! Creation and sending. Everyone test this out and let me know if you want examples or have questions! And as always, report a bug here if you come across one!

I’m building the ability to send estimates! This is on staging at the moment, but when you say “Create an estimate for Casey Christianson titled all services line item 1 is exterior window washing for $199 line item 2 is interior window washing for $119 line item 3 is basic tracks and sill for $99” -You get one confirmation as usual. Do you guys like the idea of Xecute finalizing the estimate and saving it to drafts (with links) with this follow up question ? “Do you want me to send it over to the customer?” - this just requires a 3rd message to be sent to Xecute for it send it over OR If confirmation message looks good and you say yes, we just go ahead and send the estimate immediately ?

@Terron Morman requested that Xecute pulls data from accounts such as old estimates, invoices, or work orders. It’s a great idea, this feature isn’t built yet. It’s potentially ALOT of data (a very long text message) depending on customer. Would you guys want to see 3 most recent estimates per customer with hyperlinks only (for you to click and then brings it to your app) it would look something like this Request: “Get me the latest estimates for (customer name)” (Confirmation message) If yes, Response: (Customer name and details) “Estimate title” : link “Estimate title”: link “Estimate title”: link OR Do you want to ask for a specific estimate and Xecute summarizes it for you (BUT YOU MUST KNOW THE TITLE OR ID NUMBER) Request: Can you get me estimate (enter title or ID) for (customer name) (Confirmation message) If yes, Response: (Customer name and details) Estimate title Line item 1: (with total price) Line item 2: (with total price) Etc. Personal opinion: 🙋🏼‍♂️ Option 1 is more streamlined because if you get the title or id wrong you’d have to start over. What do y’all think?