Estimate Process
By Stephen1 author7 articles
- Estimates - How do I create a quote/estimate?
- Estimates - How to Create Multiple Sub-Proposals for your Estimates/Quotes
- Estimates - Creating 'Meeting' Interaction events for on-site estimates
- How do I WIN/Convert my Estimate into a Job?
- How do I Retire a Quote/Estimate? What is the 'Lose' option for?
- Estimates - Approved Proposals and the 'Approve' button
- How do I add notes to an estimate or job-order?