1. Add Estimate 

1.   Go to Estimates : In the admin dashboard sidebar, click “Estimates”. 

2.  Click on Add Estimate : In the Estimate section, click the “Add Estimate ” button. 

3. Fill in the Required Fields : Fill out a form that will appear with:  

•    Customer : Choose who you are doing this for from a drop down list. This field cannot be blank.  

•    Estimate Date : Enter when it was created using date picker. You must fill in this field. 

•    Expiry Date : Input when it is set to expire via date picker. You must fill in this field. 

•    Estimate Number : Enter something like estimate number 1 or any other unique number of your choice. You must fill in this field. 

•    Property / Project : Select the property or project which relates to this estimate. You must fill in this field. 

•    Total Amount : Enter total estimated amount for all items here , so that it can easily be used by people who have never seen any previous purchase orders made by anyone else within your organization . You need to fill in this box with values only if you want them considered as part of official calculations! . 

•    Status : What stage is it at? (e.g., Sent, Accepted, Rejected, InProgress) It’s compulsory for you to input something here before submission!. 

•     Assign User : (Optional) Assign a user responsible for managing an estimate if needed . 

•    Notes : (Optional) Do not forget to include other related notes about the estimate if there are any additional details that can be provided along side those already mentioned above . 

  4.  Save the Estimate : Once all fields are filled in, click the “Submit” button to set the Estimate into system database.  

  5.  You can also send your estimate via email :   To send estimate to customer through Email press send button at index page.