How do I create an Estimate if I have not created the Project yet?
Creating an Estimate without a Project is possible. To do that, please go to the Menu and locate Estimates. On the right, you will see a + button and once you select that, it will open a new Estimate to be created without a Project.
Related Articles
How do I set the Project IDs to be created automatically?
To set the Project IDs to be created automatically, go to the Menu and select Projects. Once in the list view, click on the Gear icon on the top right to go to the Settings page. Once here, in General Settings you will notice, Customized Start ...
How do I create an Estimate from the Lead record?
To Create an Estimate from the Lead record, go to the Menu and choose Directory. From here, go to the Leads section which is a button on the top right in the Directory module. Once in the Leads section, open the Lead from which an Estimate needs to ...
Adding Estimate and Estimate Items
Estimates Adding Estimates in Contractor Foreman is fast and easy and can be done from the field and emailed to the customer straight from the App. Estimates can be simple lump sum type estimates or detailed and job costed. You can include Markups ...
How to manage a project created with a Work Order?
Any and all Projects created from Opportunities, Work Orders et al can be managed from the Projects module and to go there, please go to the Menu and select Projects to manage them.
How do we create an Estimate proposal package?
The Document Writer can be used to create really awesome estimate proposal packets. Unlike the Cover Page option within the Estimate, the Document Writer allows you to create many individual pages that surround your Estimate. An example may be ...