Note: This document and video explain the multiple ways to create an estimate. 

1. Under Maintain Click Estimates

2. Click Add Estimate 

3. Enter in each line

4. Click New Expense to add expenses to the Estimate. Once complete click SAVE ESTIMATE/BID

Note: This 2nd method of creating an Estimate is done from within a pre-existing workorder

1a. Within the financial area, next to Estimate/Bid click CREATE

2a. Repeat steps 3 & 4 


Note: This 3rd method of creating an Estimate is done when creating a Workorder

1b. Under Maintain Click Workorders



3b. After entering in each line click CREATE ESTIMATE

4b. Repeat steps 3 & 4