Creating Estimates

You can create an estimate from either the Customer module or the Estimates module.

Create an Estimate from the Estimates Module

1. Go to the Estimates module.
2. Click the Add New button in the top right corner.

Select a Customer and Location

3. Choose the customer from the list.
4. If the customer has multiple service locations, select the correct one.
5. Click Proceed to move to the estimate page.

Fill Out Estimate Details

Description and Proposal

• In the General section, a default description will appear. You can edit it if needed.
• To add a proposal to the estimate, make sure you’ve already created one under:
  Settings > Templates > Proposal Templates

Add Items to the Estimate

1. In the estimate page, click the search bar to add items.
2. You can search for:
   • Inventory items
   • Equipment
   • Services
   • Labor hours
     (Search by name or item code.)
3. Click the item to add it. The system will fill in the rest of the fields automatically.
4. Set the quantity using the arrows or type in a number.
5. Add a discount if needed.
   • To add a discount on the full estimate, open the Set Discount window.
   • Enter the discount value and choose if it’s a dollar amount or percentage.
   • Click Save.
6. 📌 Repeat these steps to add more items to your estimate.
7. The system will automatically calculate:
   • Total cost
   • Total price
8. As you add items, the subtotal and summary will update automatically.
9. To add extra information for the customer, use the Notes for Customer field.
10. Click Save from the Action drop-down to save your work and continue editing.
    To save and exit, click Save and Close from the Action drop-down.

📌 Other options under the Action button are explained in the Managing Estimates article.
Once saved, your estimate will appear in the Estimates module.