Estimates

  • Link Estimate To Project

    Go to Menu -> Sales -> Estimates and click Create New Estimate Select customer. A drop-down with projects will be shown below the customers select field...
  • Send Estimate to Email

    Option to send this estimate to customer which is related. Also the PDF estimate will be attached to the email. If you want to do not attach the PDF estimate simply uncheck the checkbox Attach Estimate PDF....
  • Converting Estimate To Invoice

    You can easily convert the estimate to invoice from the admin area.Open the estimate you want to convert and on the right side click Convert to Invoice....
  • Create Estimate

    To create new estimate go to Sales -> Estimates -> Create New Estimate or by clicking on the Build icon on the top left side and click Create Estimate....
  • Converting proposal to estimate/invoice

    To convert a proposal to an invoice or estimate select the proposal from the table and on the right side a convert button will be shown....