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Estimates

Estimates

How to create and manage estimates

Shannon Vick avatar Alanna avatar
5 articles in this collection
Written by Shannon Vick and Alanna

How to Create an Estimate

The basics of creating estimates, quotes, or proposals
Shannon Vick avatar
Written by Shannon Vick
Updated over a week ago

Copying an Estimate or Lead to a Job

Alanna avatar
Written by Alanna
Updated over a week ago

How to Add a New Estimate

How to add a new Estimate/Quote, or Copy to an Estimate
Shannon Vick avatar
Written by Shannon Vick
Updated over a week ago

Adding Files to an Estimate

Add photos, pdfs or other documents to your quote
Shannon Vick avatar
Written by Shannon Vick
Updated over a week ago

Deposits on Estimates

How to set up and collect deposits in mHelpDesk
Alanna avatar
Written by Alanna
Updated over a week ago
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