Skip to content
English
  • There are no suggestions because the search field is empty.

How to post an Estimate

Posting an estimate makes the job available for billing, revenue tracking, and reporting.

Step by Step Guide:

    1. Navigate to Jobs > Estimates.

    2. Use the Filters to narrow down your search or scroll through the list of Job No.

    3. Click on the Job No. that needs to be posted.

    4. Click Post.

    5. You can also check the box next to the Job No. that needs to be posted.

    6. Click Post.