Blog


Send Estimate to Email


 

To email an estimate go to the list of estimates page . Click on the estimate number and the estimate should show up on the right side. Click on the envelop icon and a modal should pop up The system automatically populates the email address of the primary contact of the customer. You can always

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Converting Estimate To Invoice


 

You can easily convert an estimate to invoice. Simply go to the list of estimates page . Click on the estimate number and the estimate should show up on the right side. Click on Convert to Invoice button, the system will then populate all the data in a form Make any changes if needed, then click

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Create Estimate


 

To create new estimate go to Sales -> Estimates -> New Estimate Customer – Before selecting a customer, you must have the customer added in your system After you select a Customer, the system automatically fetches the relevant information and populate the form; like billing address, shipping address. You can modify the values according to your

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