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Estimates form

Get to know the Estimates form from top to bottom.

Step by Step Guide:

1. Navigate to JOBS > Estimates.

2. Click NEW ESTIMATE.

3. The estimates form page will appear.

  • Save- Save an estimate.
  • Add Lines From Template- Add an existing template to an estimate.

4. Additional buttons, hyperlinks, and icons are also available on this page.

  • Currency- View the currency- a job required to access the hyperlink.
  • Settings- Various settings available for the estimate
  • Activity- View activities associated with the estimate.
  • Excel- Export or import an estimate.
  • Export- Preview the estimate.
  • Files and Hyperlinks- Add files and hyperlinks regarding the estimate - a job is required to access the file's icon.