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Implementation and Onboarding
Estimates
The Estimate page offers a range of functions that can be performed, including the ability to search for estimates, drill down into a specific estimate, and other miscellaneous functions.
How to access Estimates
Steps:
Option 1: Jobs
- Navigate to JOBS>Job.
- Select a Job from the list.
- On the Job Details page, select Activity > Estimates.
- Select NEW ESTIMATE.
Option 2: Estimates
- Navigate to JOBS > Estimates.
- Select NEW ESTIMATE.
Option 3: Quick Add
- Navigate to QUICK ADD.
- Select Add a Estimate.
Additional Page Features
Hyperlinks are available on the page's top right-hand side, providing additional resources within the Accountability platform.
| Item | Description |
| Other Estimate Reports | Selecting an estimate enables the generation of a report based on the chosen criteria. |
| Scheduled Invoices Report | Invoice reports can be scheduled based on offices, job managers, clients, or products. |
| Margin Summary | A margin summary based on the estimates can be viewed. |
| Revenue Tracker | Revenue can be viewed based on the job number, with month-over-month comparisons available. |
| List Export | The list of estimates can be exported to an Excel sheet. |
| Templates | This will navigate you to the template screen, where you can create a new template estimate. |
| A PDF can be emailed directly from the selected estimate. | |
| Export | An Excel sheet for the selected estimate will be downloaded. |
| Preview | A PDF of the selected estimate can be viewed. |
Options to create a new estimate:
- Freeform: You can create an estimate from scratch by using the Freeform option. This option enables you to insert lines to an estimate. To learn more click here.
- Template: For frequently used estimate formats, we encourage creating a template in the system. A template can be shared throughout the whole organization. To learn more click here.
- Excel Import: An excel template is available for you to import an estimate in the system. To learn more click here.
- Copy from an Existing Estimate: You can also copy an existing estimate. To learn more click here.
Related Links: