Estimate Services
Adding Default Crew to Services
Selectable Shortcut Icons for Services, Products and Bundles
Automatically Select Multiple Services and Products when Creating an Estimate
Setting Up Services, Products and Bundles for Estimates
Estimate Equipments
Equipment Types for the Estimates
Estimate Statuses
Managing Estimate Statuses
Learn how to view, and manage estimate statuses in the system, including default and custom statuses.
Decline Reasons
Estimate Management
Create an Estimate
Learn how to create and manage estimates effectively for client projects, ensuring all necessary details are included before a workorder is generated.