Estimates Form

1. Navigate to JOBS > Estimates

2. Click New Estimate to open the form.

3. Enter a Job to populate the form.

4. - Action Buttons:

• Save – Save the estimate.
• Add Lines From Template – Insert predefined template lines.

5. - Icons & Links:

• Currency – View/change currency.
• Settings – Access estimate settings.
• Activity – View related estimate activities.
• Email – email the estimate to a contact.
• Excel – Import/export data.
• Preview – Generate a PDF preview.
• Files & Hyperlinks – Attach supporting documents.

6. Settings Dropdown Menu:

• General Settings
• Contact
• Notes
• Options
• Margins

7. Activity Dropdown Menu:

• Client Job Invoices - View or create invoices associated with the estimate.
• Scheduled Client Job Invoices - Schedule billing for approved estimates over multiple months.
• Purchase Orders - Generate purchase orders directly from the estimate for supplier-related tasks.
• Revenue Tracker - Monitor revenue projections and allocations tied to the estimate.
• Resource Tracker - Track resource planning and staff allocation based on estimate details.
• Send via Message - Share the estimate with clients or internal teams via message.