You can use the Roc Services web portal to create an estimate and send it to a customer for approval.
Note: Before you create an estimate, you must add the customer. For more information about how to add a customer, go to Add a customer.
- Log in to https://services.rocpos.com/login.
- From the navigation menu, select Estimates.
- Select Create New Estimate.
- In the To box, select +, and then select the customer that the estimate applies to.
- To add an item to the estimate, use one of the following methods:
- To search for a catalog item, enter the item name in the search box, and then select the item from the results.
- To browse the catalog, select Show Catalog, and then select the item that you want to add.
- To add a custom item, select Add Quick Item, and then enter the item details.
- (Optional) To add a discount, complete the following steps:
- From the % dropdown menu, select the type of discount.
- In the Discount Value box, enter a value for the discount.
- Select Apply.
- Select Save & Send.
After the customer approves the estimate, you can convert the estimate to an invoice to collect payments. For more information about how to convert an estimate to an invoice, go to Convert an estimate to an invoice.