How do I create an Estimate / Proposal / Quote?

Create an Estimate by first creating a new job or opening an existing job. If creating a new job then select the customer, enter the job details and job items (products and services).

Click the “Action” button at the bottom of the job page then click “New Estimate”.

The Estimate page will open. Confirm all of the details and save. Click the “Action” button at the bottom of the Estimate page then click “Estimate PDF” to generate a Estimate PDF.

The Job Items may be modified at anytime directly on the Estimate page by clicking the “Services / Products” button in the Items section or edit an Item by clicking on it in the list.

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