Add a Complaint to an Estimate

Add a complaint to an estimate

If a customer makes a complaint via telephone, the employee receiving the complaint should make a record of this by adding it to the estimate. To do this:
  1. Go to the estimate
  2. At the top right of the page, click Estimate
  3. Select Add Complaint

  1. Go to Estimates
  2. Select the type of estimate you wish to view or select All Estimates
  3. On the overview of the estimate you wish to convert click Actions
  4. Select Add Complaint

5. Choose the complaint type from the list using the drop down arrow
6. Add the details of the complaint
7. Press Save

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