How to Add a New Estimate
To create a new Estimate, follow the steps below:
Click Estimates on the left hand side
Click "Add Estimate" at the top left of the Estimates list
3. Click into the Customer field labeled "Enter a new or existing name"
4. There are three ways to enter the customer:
Begin typing to search, then click a Customer from the List
Click the drop-down arrow on the right side, then add a new customer by clicking "Add Customer" in the drop down menu
Click the drop-down arrow on the right side, then select a Customer
5. After selecting a customer, click Next
Tip: To build estimates super-fast, use Templated Item Groups.
How to Copy to an Estimate
mHelpDesk can copy a Lead or a Job to an Estimate.
How to Copy a Lead to an Estimate
To copy a lead to an estimate, follow the steps below:
Click on a Lead from within your Leads list, then click "Copy to Estimate" at the bottom right of the page
How to Copy a Job to an Estimate
To copy a job to an estimate, follow the steps below:
Click on a Job from within your Jobs list, then click "+ Add Estimate" at the top left of the page