Creating an Estimate for a Client

How to create an estimate for a client

  1. Click on “Clients” from the main menu.
  2. Click on “Manage Clients”.
  3. Click on the desired client’s profile.
  4. Click on the “More Actions” button.
  5. Select “Create Estimate” from the menu.
  6. Adjust the options and specify the estimation items.
  7. Click on the “Save” button.