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Estimates form

Get to know the Estimates form from top to bottom.

Steps: 

  1. Navigate to JOBS > Estimates.
  2. Click NEW ESTIMATE.
  3. The estimates form page will appear.
  4. Additional buttons, hyperlinks, and icons are also available on this page. 

    Screenshot_8-Jan-12-2024-09-06-30-3767-PM

Buttons

Buttons Description
Save Save an estimate.
Add Lines From Template Add an existing template to an estimate. 

Hyperlinks & Icons 

Hyperlinks & Icons  Description
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.