Create recommended estimatesLast updated on 03/22/2022
You will be able to create a recommended estimate only if there is more than one estimate for the job.
Steps
Tap Estimates.
Tap the Recommend checkbox on the estimate.
You may mark more than one estimate as recommended.
Where can I see recommended estimates?
To see the recommended estimates for the current job, navigate to Estimates. Recommended will be checked. See above image.
To see recommended estimates from previous jobs, tap into the job from the main dashboard. On the Job screen, you’ll see Recommended estimates. When you tap Recommended estimates, a flyout will appear, listing unsold recommended estimates from previous jobs.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.