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- Select the Estimates tab and click New Estimate. This will open the New Estimate page.
- Type the estimate number and name in the appropriate fields.
Note: If auto-numbering has been enabled, the text “<auto>” will appear in the estimate number field. Job Manager will assign the next available estimate number when the new estimate is Added to the database. If the “Allow Overrides” setting for auto-numbering is enabled, the user may replace the text “<auto>” with a specific estimate number. - Select the appropriate Customer with the Customer Selection Tool (
). This will assign the Customer to the estimate that you are creating. When a Customer is selected, many of the estimate fields will be automatically set based on the information saved for that Customer. Each of these can be changed for an individual estimate.
- Create the estimate items that encompass the materials and services that you believe will be needed to complete the project being estimated.
- Create the quote items that encompass the line item details you want to submit to the client for approval of the estimate.
- Type the rest of the estimate information needed in the appropriate fields. Additional information could include an estimate description, sales rep, Customer service rep, and/or an estimate note.
- Click Add (
). This will save the new estimate to the database and make it available for use throughout the rest of the Job Manager system.