Summary: You can add either a percentage-based or a flat dollar amount discount to any Estimate in RoofSnap.
Navigate to the Estimate
To get started, navigate to the project in question and click on Estimates:
From here, either create a new Estimate Option or select one that you've already created:
To add a percentage-based discount
Next, click on the three vertical dots menu icon in the upper right-hand corner and select Add Discount:
Now enter the name of the discount line item and the percentage discount. Click Add:
To add a flat dollar amount discount
To discount your estimate by a certain amount, navigate to the Estimate, click the three vertical dots menu icon in the upper right-hand corner, and select Add Custom Item:
Now, enter the name you'd like to give this line item on your Estimate documents, the amount of the discount with the negative/minus sign (hyphen) in front of the numerals (e.g. for a $100 discount, enter -100), and a quantity for the line item, then click Add:
Still have questions? We're here to help! Reach out to support@roofsnap.com or enter a ticket through our Help Center.