14.9. Service Estimates

Clinic HQ does not have a tool to create estimates or quotes for clients.

Clinic HQ does not currently offer a built-in tool to generate estimates or quotes for clients.
While most clinics do not require this functionality, some clinics may need an alternative workflow.
The guidance below outlines suggested approaches to creating estimates using existing tools.

Alternatives to Creating an Estimate.

1. Create an appointment and add the applicable services. Consider creating service packages for procedures that commonly include multiple services.
2. From the appointment scheduling screen, copy the listed services and prices.
3. Paste the copied information into an email.
4. Send the email to the client.
5. Cancel the appointment if it was created only for estimate purposes. This whole process typically takes about one minute.

Helpful Tips.

• Create reusable email templates so you can quickly insert copied service information or screenshots.
• Use a screenshot tool such as the Windows Snipping Tool, which is included with most Windows computers.
• If a client signature is required, use an external e-signature service such as Docuform or HelloSign to send the estimate for signing.