Estimates

How to create and manage estimates

5 articles in this collection
Written by Shannon Vick and Selena Manzanares

How to Create an Estimate

The basics of creating estimates, quotes, or proposals

Written by Shannon Vick
Updated over a week ago

Copying an Estimate or Lead to a Job

Written by Selena Manzanares
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

Adding Files to an Estimate

Add photos, pdfs or other documents to your quote

Written by Shannon Vick
Updated over a week ago

Deposits on Estimates

How to set up and collect deposits in mHelpDesk

Written by Selena Manzanares
Updated over a week ago