Gold Star Pro has introduced enhanced capabilities for handling estimates within workflows, empowering users to streamline their billing processes with ease. With new triggers, templates, and automated actions, managing estimates is now even simpler. Here’s how you can leverage these updates to boost efficiency.

New in Gold Star Pro Workflows: Estimate Management

Gold Star Pro has added various features for managing estimates, including:

• Estimate Templates: Create, save, and clone templates to streamline future estimate creation.

• Enhanced Workflows: Now featuring an Estimates trigger, advanced filters, and an action for sending estimates directly within workflows.

Let’s dive into each of these features and how to use them effectively.

1. Creating an Estimate Template

Estimate templates allow users to design, save, and replicate estimate formats to keep workflows efficient and consistent. Follow these steps to set up an estimate template:

1. Navigate to the Templates Section
   Go to the Templates tab within the Invoices and Estimates section of Gold Star Pro.

   

2. Create a New Template
   Click on the New Estimate Template button.

   

3. Fill in Details
   Enter the necessary information for your estimate. Be sure to include all details relevant to your usual estimates to save time later.

   

4. Save the Template
   Once your template is complete, save it. This template is now available for future use.

   

5. Clone Existing Templates (Optional)
   Need a similar estimate template? Select the template you want to duplicate and click Clone. You can now modify and save it as a new template.

With templates, you’ll have all your common estimate formats ready to go, reducing setup time on every new estimate.

2. Automating with the New Estimate Trigger in Workflows

Gold Star Pro has also added a dedicated trigger for estimates within workflows. This enables users to initiate automated actions based on specific estimate events.

To set up an Estimate Trigger in workflows:

1. Go to the Workflows Section
   Access your workflows by navigating to the Workflows section within Gold Star Pro.

2. Add an Estimate Trigger
   Select the Estimates trigger. This will allow you to base workflow actions on estimate events.

   

3. Set Up Filters
   Filters can be applied to target specific estimates based on:

   • Template: Narrow down by the template used.

   • Value: Focus on estimates of a certain monetary value.

   • Status: Target estimates based on their current status, such as "Pending" or "Approved."

Setting up these filters helps customize your workflow to react only to relevant estimates, keeping your process focused and efficient.

3. Sending Estimates Directly via Workflows

One of the most valuable enhancements is the ability to send estimates directly from within a workflow. This feature is ideal for automating the estimate sending process, reducing the need for manual follow-ups.

To enable sending estimates automatically:

1. Add a Send Estimate Action
   Within your workflow, select the Send Estimate action.

2. Configure Recipients and Template
   Choose the appropriate recipient (client, team member, etc.) and select the specific template you wish to send.

3. Activate the Workflow
   Once configured, activate the workflow. The estimates will now be sent based on your specified conditions, ensuring timely communication without manual intervention.

Benefits of Automated Estimate Management

With Gold Star Pro’s latest updates to estimate handling, users can:

• Automate Communication: Streamline interactions with clients by automating estimate dispatch, reducing manual workload.

• Enhance Accuracy: Consistent use of templates minimizes errors, ensuring all estimates meet your standards.

• Improve Efficiency: Filters and triggers allow workflows to process only relevant estimates, maximizing productivity.

These new features provide a robust solution for those looking to optimize their billing process, ensuring that every step from estimate creation to client communication is quick and seamless.