Creating Estimates

Estimates can be created from either the Customer or the Estimates modules.

Create an Estimate from the Customer Module

From the customer list, find the customer and click to open their Address Book.

From the customer’s Address Book, go to the Estimates tab.

Click the Add New button.

The Adding New Estimation window will come up. Since the estimate is being prepared from the customer’s page, the customer name and location will already be given. If there is more than one service location, select the correct one.

Click Proceed and complete the estimate.

Create an Estimate from the Estimate Module

Create a New Estimate

To create a new estimate, click the Add New button at the upper right-hand corner of the estimate page.

The Adding New Estimation window will come up. Unlike the first option, the customer name and location will not be given. You will have to select the customer from the list. If there is more than one service location, select the correct one.

Click Proceed and complete the estimate.

Duplicate an Existing Estimate

You can also create an estimate by duplicating an existing one, just select and copy the estimate. For the details on how to duplicate an estimate, refer to the article Duplicate an Estimate.