How do I create an estimate?

There are many ways you can create an estimate in your mHelpDesk account!

1) Create an estimate from your dashboard: By clicking on the plus sign at the top right - you can create an estimate from anywhere in mHelpDesk.

2) Convert a lead or job into an estimate: By clicking on More > Copy to estimate, you can quickly create an estimate from any lead or job with the associated customer, contact and any inventory items that may have been associated.

 

 
















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