Estimate General Overview

Estimates

The estimates feature shows all information relevant to quotes that have been created in response to customer inquiries. The headings describe the inquiries that will be shown under each one. The number at the side of each tab shows how many estimates are currently in that category.

 

 To follow   All estimates that have a follow-up email attached to them
 Site Visits   All estimates that require a visit prior to booking
 My estimates   Estimates created/sent by the user
 All estimates   All estimates
 Deleted   All deleted estimates
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