# Estizee ## Docs - [Base Rates & Goals](https://docs.estizee.app/app-configuration/base-rates-and-goals.md): The Base Rates & Goals section defines the financial foundation of your Estizee account. - [Business Settings Overview](https://docs.estizee.app/app-configuration/business-settings-overview.md): The Business Settings section is the central configuration area for your Service Mate account. - [Calendar Settings](https://docs.estizee.app/app-configuration/calendar-settings.md): The Calendar Settings section controls how scheduling works in Estizee. These settings define availability, job durations, buffer times, and overall scheduling behavior. - [Commercial Pricing Rules](https://docs.estizee.app/app-configuration/commercial-pricing-rules.md): The Commercial Pricing Rules section defines how Estizee calculates prices for commercial properties, including storefronts, offices, buildings, and multi-unit locations. - [Coupons & Discounts](https://docs.estizee.app/app-configuration/coupons-and-discounts.md): The Coupons & Discounts section allows you to create, manage, and apply promotional pricing rules within Estizee. - [Notifications & Messaging](https://docs.estizee.app/app-configuration/notifications-and-messaging.md): The Notifications & Messaging section controls how Estizee communicates with customers throughout the quote‑to‑payment lifecycle. - [Residential Pricing Rules](https://docs.estizee.app/app-configuration/residential-pricing-rules.md): The Residential Pricing Rules section defines how Estizee calculates prices for residential properties. - [Business Setup](https://docs.estizee.app/getting-started/business-setup.md): The Business Setup section is where you configure everything that makes Estizee work for your company. - [Create Your First Quote](https://docs.estizee.app/getting-started/create-your-first-quote.md): Here is the place you will find how to make your first quote using are advanced quoting system. - [Introduction](https://docs.estizee.app/getting-started/introduction.md): Welcome to the start of the documentation of the software Estizee. - [System Overview](https://docs.estizee.app/getting-started/system-overview.md): Here is the place you will find how Estizee is structured. - [Calendar Conflicts](https://docs.estizee.app/help-and-troubleshooting/calendar-conflicts.md): The Calendar Conflicts section explains how to identify and resolve scheduling conflicts in Estizee to ensure jobs are assigned efficiently and avoid double-booking. - [Common Issues](https://docs.estizee.app/help-and-troubleshooting/common-issues.md): The Common Issues section outlines frequent problems that users may encounter in Estizee and provides guidance on how to resolve them. - [Contact Support](https://docs.estizee.app/help-and-troubleshooting/contact-support.md) - [Quotes Not Sending](https://docs.estizee.app/help-and-troubleshooting/quotes-not-sending.md): The Quotes Not Sending section explains why a quote in Estizee may fail to reach the customer and how to resolve the issue to ensure smooth communication. - [Fees & Convenience Charges](https://docs.estizee.app/invoices-and-payments/fees-and-convenience-charges.md): The Fees & Convenience Charges section explains additional charges that may be applied to quotes or invoices in Estizee. - [Online Payments](https://docs.estizee.app/invoices-and-payments/online-payments.md): The Online Payments section explains how Estizee enables customers to pay invoices electronically, ensuring faster processing, improved cash flow, and a seamless experience for both the business and the customer. - [Payment Statuses](https://docs.estizee.app/invoices-and-payments/payment-statuses.md): The Payment Statuses section outlines the different states an invoice or payment can have in Estizee. - [Quote to Invoice Flow](https://docs.estizee.app/invoices-and-payments/quote-to-invoice-flow.md): The Quote to Invoice Flow section explains how Estizee transitions a customer quote into an invoice once a job is completed and ready for billing. - [Receipts & Customer Records](https://docs.estizee.app/invoices-and-payments/receipts-and-customer-records.md): The Receipts & Customer Records section explains how Estizee manages payment receipts and stores customer information. - [Apple Calendar Sync](https://docs.estizee.app/jobs-and-scheduling/apple-calendar-sync.md): The Apple Calendar Sync section explains how to integrate Estizee with Apple Calendar to keep your schedule consistent across devices. - [Assigning Team Members](https://docs.estizee.app/jobs-and-scheduling/assigning-team-members.md): The Assigning Team Members section explains how to allocate jobs to specific employees or crews in Estizee. - [Calendar Overview](https://docs.estizee.app/jobs-and-scheduling/calendar-overview.md): The Calendar Overview section provides a high-level view of scheduling and appointment management in Estizee. - [Creating & Editing Jobs](https://docs.estizee.app/jobs-and-scheduling/creating-and-editing-jobs.md): The Creating & Editing Jobs section explains how to schedule, manage, and modify jobs within Estizee. - [Google Calendar Sync](https://docs.estizee.app/jobs-and-scheduling/google-calendar-sync.md): The Google Calendar Sync section explains how to integrate Estizee with Google Calendar to keep your schedule consistent across platforms. - [Job Status Flow](https://docs.estizee.app/jobs-and-scheduling/job-status-flow.md): The Job Status Flow section describes the sequence of statuses that a job progresses through in Estizee. - [Rescheduling & Cancellations](https://docs.estizee.app/jobs-and-scheduling/rescheduling-and-cancellations.md): The Rescheduling & Cancellations section explains how to manage changes to scheduled jobs in Estizee. - [Privacy Policy](https://docs.estizee.app/legal/privacy-policy.md) - [Terms and Conditions](https://docs.estizee.app/legal/terms-and-conditions.md) - [How Pricing Is Calculated](https://docs.estizee.app/quoting-and-pricing/how-pricing-is-calculated.md): Estizee uses a rule-based pricing engine to ensure consistent, accurate, and transparent quotes. - [Manual Overrides & Admin Pricing](https://docs.estizee.app/quoting-and-pricing/manual-overrides-and-admin-pricing.md): The Manual Overrides & Admin Pricing section allows administrators to adjust quotes and pricing rules directly within Estizee. - [Quote Expiration Rules](https://docs.estizee.app/quoting-and-pricing/quote-expiration-rules.md): The Quote Expiration Rules section defines how long quotes remain valid in Estizee before they expire automatically. - [Sharing Quotes](https://docs.estizee.app/quoting-and-pricing/sharing-quotes.md): The Quote Sharing section explains how Estizee allows you to deliver quotes to customers efficiently using multiple channels. - [Surcharges & Multipliers Explained](https://docs.estizee.app/quoting-and-pricing/surcharges-and-multipliers-explained.md): In Estizee, surcharges and multipliers adjust the base price to account for additional complexity, special conditions, or optional services. - [Turbo Quote Vs. Advanced Quote](https://docs.estizee.app/quoting-and-pricing/turbo-quote-vs-advanced-quote.md): Estizee offers two quoting options designed to balance speed and detail: Turbo Quote and Advanced Quote. - [Goal Performance](https://docs.estizee.app/reports-and-insights/goal-performance.md): The Goal Performance section explains how Estizee tracks your business against predefined revenue, quote, or job completion goals. - [Quote Conversion Rates](https://docs.estizee.app/reports-and-insights/quote-conversion-rates.md): The Quote Conversion Rates section explains how Estizee tracks the percentage of quotes that convert into approved jobs. - [Revenue Tracking](https://docs.estizee.app/reports-and-insights/revenue-tracking.md): The Revenue Tracking section explains how Estizee monitors and reports income generated from quotes, jobs, and payments. - [Upcoming Jobs Overview](https://docs.estizee.app/reports-and-insights/upcoming-jobs-overview.md): The Upcoming Jobs Overview section provides a high-level view of all scheduled jobs in Estizee. ## OpenAPI Specs - [openapi](https://docs.estizee.app/api-reference/openapi.json) ## Optional - [Documentation](https://mintlify.com/docs) - [Blog](https://mintlify.com/blog)