Estimates
How to create and manage estimates
5 articles in this collection
Written by Shannon Vick and Alanna
Written by Shannon Vick and Alanna
How to Create an Estimate
The basics of creating estimates, quotes, or proposals
Written by Shannon Vick
Updated over a week ago
Updated over a week ago
Copying an Estimate or Lead to a Job
Written by Alanna
Updated over a week ago
Updated over a week ago
How to Add a New Estimate
How to add a new Estimate/Quote, or Copy to an Estimate
Written by Shannon Vick
Updated over a week ago
Updated over a week ago
Adding Files to an Estimate
Add photos, pdfs or other documents to your quote
Written by Shannon Vick
Updated over a week ago
Updated over a week ago
Deposits on Estimates
How to set up and collect deposits in mHelpDesk
Written by Alanna
Updated over a week ago
Updated over a week ago