Create an Estimate

Create a new estimate from the workflow page, the add button, calendar page, and more

Ashley Bennett avatar
Written by Ashley Bennett
Updated over a week ago

Create From Any Page

Select the + icon (Add Button) in the top-right corner of the workflow page.

Select Add Button on any page

Select Estimate from the dropdown menu.

Create New Estimate from the Add Button on any page

Create From the Workflow Page

Select the + New Estimate button in the top-right corner of the workflow page.

Create new estimate button on the workflow page

Pro-Tip: There are many different places in the app to create a new estimate besides the Add Button and the Workflow Page. Here are just a few!

  • When scheduling a new appointment

  • Global search customer, fleet, and vehicle results

  • Customer, fleet, and vehicle pages

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