Creating an Estimate in a Work Order

Notice: Before starting, make sure to activate the Work Orders app in your account.

Steps to create an Estimate in a Work Order

  1. From the main menu, click on “Work Orders“.
  2. Select from the list “Work Orders“.
  3. Click on the desired work order file.
  4. Click on the “Add” button.
  5. Select from the list “New Estimate“.
  6. Fill in the estimate data as required. For more details about the nature of the estimate fields, refer to the guide Creating an Estimate.
  7. Click on the “Save” button.

This way, the program adds an estimate record inside the work order file.