What is the process for creating an estimate for a customer that is not attached to an invoice?

Problem

Users can encounter issues when trying to add an estimate to a job, receiving error messages like can't add a non-zero estimate or issues with technician assignments.

Solution

There are two ways to create an estimate without attaching it to an invoice:

• From the Customer profile

• From the call Booking screen

Create an Estimate from the Customer Profile

1. Go to the customer's profile.

2. Click on the Moreicon.

3. Click Build Estimate.

4. In the estimate creation screen, enter the name of the estimate. For example, type Agreement.

5. Proceed to add the necessary details to your estimate, such as services, prices, and descriptions.

Create an Estimate from Call Booking

1. From the Call Booking screen during the call booking process, Click Build Estimate.        

   Note: If you cannot see this button, Please contact Technical Support for details.

2. Follow the same steps as creating an estimate from the customer profile and enter the estimate name, services, prices, description, and fill out the Sold By field.

3. Add all the required details to complete the estimate.