Estimates

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Estimates

All about creating and managing Estimates

15  articles in this collection
Written by , Arvydas Tuska, 
1 – The Estimates Page: Overview

The Estimates page is where you can access details and information for all of your estimates, including those that are still drafts, those that..

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2 – Creating a New Estimate

This article covers how to create a new estimate from the Estimates page. Note that the Estimates page is not the only place where..

Written by Arvydas Tuska
3 – Editing an Estimate

This article explains how to change the contents of an existing estimate: title, pricing, tags, etc. If you want to change estimate status, such..

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4 – Sending an Estimate to the Customer

Note that this article explains how to manually send an estimate to the customer. If the customer has web portal access , the estimate..

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5 – The Estimate Process with the Customer Web Portal

For customers who have web portal access, this article explains how the estimate process works – from sending to commenting to approval. (If web..

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6 – Changing an Estimate’s Status

This article explains how to manually change an estimate’s status. Manual status change can be done, for example, if you’ve sent the customer an..

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7 – Creating a Job from an Estimate

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How Do I Add Signature To The Estimate?

Written by Arvydas Tuska
How To Start Communications With a Customer In Estimate?

Written by Arvydas Tuska
How To Convert An Estimate to Jobs or Invoice?

Written by Arvydas Tuska