fbpx
U T I L I K O

How to create new estimate?

Click on the ‘Create Estimate’ tab. It shows the form to add Estimate. Fill general information. 1.The first section is Client/Lead Information Client/Lead Name Dropdown list of lead/client Related toRelated to field defines the module which is related to the estimate...

How to edit estimate?

User can go to ‘Edit Estimate’ page from ‘Estimate List’ or ‘Estimate details’ page On this page, all the form fields are filled with original values of the estimates. User can change the value of the fields he intends to. After the changes to fields click on an...

Estimates Details

User can navigate to the estimate details page by click on ‘Estimate reference number’ from the estimates list page. 1.following options displays on top of the estimate details page Unique URLThis unique url is to show the detail estimation of the items and also it...

Estimate List

1.Estimate List shows the list of all estimates. It contains eight columns. EstimateDisplay’s estimate reference number. Click on reference number to open Estimates details page Client/Lead NameDisplay’s client or lead name attached to the estimate. On click of...
GoodFirms Badge
Start a free trial