How to Add a New Estimate

To create a new Estimate, follow the steps below:

  1. Click Estimates on the left hand side
  2. 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:

  1. Click on a Lead from within your Leads list, then click "Copy to Estimate" at the bottom right of the page
  2. That's it!

How to Copy a Job to an Estimate

To copy a job to an estimate, follow the steps below:

  1. Click on a Job from within your Jobs list, then click "+ Add Estimate" at the top left of the page
  2. That's it!
Did this answer your question?