From the ESTIMATES screen (the calculator icon):
- Click the (+) sign at the top right
On the NEW ESTIMATE screen:
- Select or Create a Customer
- Select or Create a Service and/or Material
- Click "Save" at the top right
TIP: Creating an Estimate does not automatically send the estimate to the customer. Once a new estimate is created, you will have the options to Approve, Reject, or Send (via email) the estimate.