Estimates

The Estimates module helps you manage and track all your estimates. You can quickly search for an estimate and check its status. 

Managing Estimates

• To update an estimate’s status, select it and click More Actions. You can mark it as Won or Lost. You can also Delete the estimate.

• Click the three dots (•••) on the right side of an estimate to see more options:

1. Edit – Make changes to an estimate.
2. Copy/Clone – Create a duplicate of an estimate.
3. Preview – See how the estimate will look to your customer.
4. Download PDF – Save a copy of the estimate as a PDF.
5. Send – Email the estimate to one or multiple recipients.
   • The customer can Approve, Reject, or Request Changes directly from the email, and the status will update automatically.

6. Convert to Job – Turn an approved estimate into a job.

• If this option is greyed out, the estimate has already been scheduled.
• You can still view the related job and job report.

7. Convert to Invoice – Turn an estimate into an invoice.

• If greyed out, the estimate has already been invoiced.
• You can view the related invoice.

8. Mark as Won/Lost – Manually update the status of an estimate.

9. Mark as Draft – Save the estimate as a draft.

10. Delete – Remove the estimate.

11. View Invoice – If an estimate is invoiced, you can view the invoice.

12. View Job Report – If an estimate is scheduled, you can see job details, including notes, attachments, and tasks.

13. View Job – Open the job in edit mode to see job history and assigned employees.

This simplified guide will help you navigate the Estimates module with ease!