How do I Create a Fixed Estimate?

Updated on February 6, 2018 11:22PM by Admin

You can create estimates in two ways.
1. create new estimate 
2. create fixed estimate.

The created estimate can be converted into Invoice, Project, Order, Work Order and Kit Work Order.

Steps to Create a Fixed Estimate

  1. Log in and access Estimates App from your universal navigation menu bar.   
  2. Click on “Create Estimate” button and select “Create Fixed Estimate” to create a fixed estimate. 
    create fixed estimate 
  3. Creating fixed estimate is same as creating a new estimate you need to fill all information as shown in below: creating fixed estimate
  4. Click on “Create” button to save as draft.
  5. You can email an estimate to your customer by clicking on “Create & Email” button.

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