How to Create a Job and Build an Estimate in GreaseGoose

Jobs and estimates are the heart of GreaseGoose. This guide covers creating a job and building an estimate you can send for approval.

Create the job

1. Click Create New Job in the sidebar.
2. Select an existing customer, or add a new one.
3. Enter the VIN to auto-decode the vehicle, or enter the year, make, and model manually.
4. Add the service description and save.

Build the estimate

1. Click on the job to open it.
2. Click Create Estimate to start.
3. Click Add Line Item to add labor and parts. Add as many lines as the job needs.
4. Review the totals, which calculate automatically.

Send it for approval

When the estimate is ready, click Send for Approval. The customer receives a link to review and approve it from their phone, by text or email. You will see the status update when they respond.

If the customer approves in person or over the phone, you can also click Approve manually on your end.

After approval

Once approved, click Convert to Invoice to turn the estimate into an invoice. From there the customer can pay online, or you can record an in-shop payment with Mark as Paid.

FAQ

How do I create a job in GreaseGoose?

Click Create New Job in the sidebar, select or add a customer, enter the VIN to auto-decode the vehicle (or enter year, make, and model manually), add a service description, and save.

How do I build an estimate?

Open the job, click Create Estimate, then click Add Line Item to add labor and parts. The totals calculate automatically as you add lines.

How do I send an estimate to a customer?

Click Send for Approval on the estimate. The customer gets a link by text or email to review and approve it from their phone. You can also click Approve manually if they approve in person.

How do I turn an approved estimate into an invoice?

After the estimate is approved, click Convert to Invoice. The customer can then pay online, or you can record an in-shop payment using Mark as Paid.