Create an Estimate

Step 1

From the ESTIMATES screen (the calculator icon):

  • Click the (+) sign at the top right

    add-new-estimate

Step 2

On the NEW ESTIMATE screen:

  • Select or Create a Customer
  • Select or Create a Service and/or Material
    create-estimate

Step 3

  • 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.