Estimates
Estimates - Overview
This article is part of the Estimates section. Find all related articles here: Estimates The Estimates Tab Estimates are created and managed from the Estimates tab. Here you can Add, Amend or Repeat an Estimate Request using the buttons in the action ...
Estimates - Proposed Work Type
This article is part of the Estimates section. Find all related articles here: Estimates 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. Follow the steps in ...
Estimates - Creating a Job from an Estimate
This article is part of the Estimates section. Find all related articles here: Estimates If you chose Job as the Type for your estimate, then when you accept a quote it will become a Job. You will be automatically taken to the Stage 1: Create Job ...
Estimates - Cancelling an Estimate
This article is part of the Estimates section. Find all related articles here: Estimates You may decide you no longer need an estimate and want to cancel it. To do this: Navigate to the Estimates tab. Find your Estimate Request in the grid, and ...
Estimates - Accepting or Rejecting a Quote
This article is part of the Estimates section. Find all related articles here: Estimates Once you have received quotes from your contractors, you are ready to accept or reject them. Before you start, you will need to ensure that you have configured ...
Estimates - Recording a Quote Received
This article is part of the Estimates section. Find all related articles here: Estimates After you have sent your Estimate Requests out, your contractors will start submitting quotes for the job. You can record this information against the Estimate. ...
Estimates - Creating and Sending Requests
This article is part of the Estimates section. Find all related articles here: Estimates This article will provide steps to create and send Estimate Requests to contractors. You may also refer to these as Quotes. Creating an Estimate Request Navigate ...