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Update to Nexsyis

Updated: 14 minutes ago

Updates to the Nexsyis (Manual) Estimates


We’ve made enhancements to the Nexsyis Estimate feature (formerly known as "Manual Estimate") to improve clarity, consistency, and ease of use when building and presenting estimates.


What’s new:

  • Previously established estimate templates now appear as Tasks in the right-hand grid

  • When added to the estimate, each Task description is displayed as a header, with all related Items listed beneath it

  • Repair Procedures can be added to Tasks to explain the work being performed and display directly on the estimate/invoice

  • Tasks can be created in advance with pre-loaded items, pricing, notes, and attributes to speed up estimate creation

  • Attributes allow easier filtering when selecting Tasks

  • Estimate and Invoice print copies have been cleaned up and adjusted for a more polished, professional appearance


These updates help streamline estimate creation and present a more professional, easy-to-understand estimate for customers.


Please share this quick guide with any users who utilized the Nexsyis Manual Estimate feature; Quick User Guide to Nexsyis Estimate Changes


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Learn more & setup instructions: https://kb.nexsyiscollision.com/manual-estimate







 
 
 

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