Estimates - Proposed Work Type

Estimates - Proposed Work Type

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This article is part of the Estimates section.
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If you chose Proposed Work as the Type for your estimate, then when you accept a quote it will become a Proposed Work instead of a Job.

  1. Follow the steps in Estimates - Accepting or Rejecting a Quote to accept the quote.

  1. The Proposed Works Wizard will open.



  2. The Description will be pre-populated with details of the Estimate Request it originated from.

  1. You can also click the Create Proposed Work button from inside a quote to bring up the wizard.



  2. From here, you can carry on setting up your Proposed Work in the usual way.
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