16 Nov Create Estimate
Create Estimate
The form looks very similar to an invoice, except that it also has a column for the estimated cost. The advantage to completing this column and the appropriate markup is complete estimate versus actual reports for cost as well as income for management purposes. The cost and markup percentage does not show on the printed copy for the customer. However, it is possible to customize the estimate template to include a line for the customer to sign for acceptance of the estimate.
QBRA-2003: Customers > Create Estimate
TIP: On versions 2001 and prior, each customer:job can only have one estimate. To create multiple estimates for the same customer, jobs and/or sub-jobs were required. New with version 2002 and higher is the ability to have multiple estimates for each customer:job.