It is now easier than ever to create new estimates and orders. You have the ability to create estimates and orders directly from the calendar within the Home menu using the drag and drop feature. To create a new estimate or order on the calendar start by clicking on the Home tab and selecting the calendar option. From there, go to your desired date, then left-click and drag the cursor to choose the time you wish to schedule the new estimate or order.

After selecting the time of the estimate or the order you will be given the choice of creating a Personal Event, an Interaction Event, an Event with a Quote, or an Event with an Order, as seen above. By selecting 'Create an Event With A Quote' or 'Create an Event with an Order' will open a form to allow you to select a customer and to enter in basic job information e.g. assigning employees or assigning a resource.

Finally, once you have entered the relevant information you can click on the 'New Estimate' or 'New Job' button to create your new estimate or order. By doing this you will be brought to your new estimate or order.

The support team is more than happy to help if you have any further questions about creating an order directly on the calendar, so please don't hesitate to chat in and ask.