View Estimate Details

View estimate details

Users can view all of the information related to an estimate. This includes, the customer information, location, services required, quoted price, available technicians and contact history. To do this:
  1. If you have the estimate number (starting with EST-), enter it in the search bar to locate the estimate
Alternatively,
  1. Go to Estimates
  2. Select the type of estimate you wish to view, or click All Estimates
  3. This will show an overview of each estimate, click the EST number to view an estimate in more detail

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